Latest Institutional Transactions on First Tr ETF Vi Nasdaq Oil & G (FTXN)
This table provides information on the latest institutional transactions involving First Tr ETF Vi Nasdaq Oil & G (FTXN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.53K+ 11.84% |
$45.6K - $51.5K
|
14.5K
$395K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-5.89K- 19.23% |
$175K - $198K
|
24.7K
$676K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.16K+ 1.75% |
$34.4K - $38.8K
|
67.2K
$1.84M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-10.1K- 96.32% |
$302K - $341K
|
387
$10.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
586+ 244.17% |
$17.4K - $19.7K
|
826
$22.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
11.8KNew |
$350K - $395K
|
11.8K
$322K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
15+ 0.68% |
$447 - $504
|
2.22K
$60.8K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-175- 1.17% |
$5.21K - $5.88K
|
14.8K
$406K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-822- 22.69% |
$24.5K - $27.6K
|
2.8K
$76.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-3.23K- 13.39% |
$96.1K - $108K
|
20.9K
$571K
|
|
| Q1 2024 | |||||||
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-69K- 88.52% |
$1.85M - $2.23M
|
8.95K
$245K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6+ 11.11% |
$161 - $194
|
60
$1.64K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.76KNew |
$182K - $218K
|
6.76K
$185K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
14.9KNew |
$400K - $481K
|
14.9K
$407K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.45K+ 3.31% |
$38.9K - $46.7K
|
45.2K
$1.24M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
12.1KNew |
$324K - $389K
|
12.1K
$330K
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
6.45KNew |
$173K - $208K
|
6.45K
$177K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
21.3K+ 67.61% |
$572K - $687K
|
52.7K
$1.44M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.53K+ 27.93% |
$256K - $308K
|
43.7K
$1.19M
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
666New |
$17.9K - $21.5K
|
666
$18.2K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
300New |
$8.06K - $9.69K
|
300
$8.21K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
234New |
$6.29K - $7.56K
|
234
$6.4K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.35KNew |
$198K - $237K
|
7.35K
$201K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
576+ 4.21% |
$15.5K - $18.6K
|
14.3K
$390K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
48New |
$1.29K - $1.55K
|
48
$1.31K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
114New |
$3.06K - $3.68K
|
114
$3.12K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-39- 2.19% |
$1.05K - $1.26K
|
1.74K
$47.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
5.52KNew |
$148K - $178K
|
5.52K
$151K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.4K- 70.0% |
$37.6K - $45.2K
|
600
$16.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
101New |
$2.71K - $3.26K
|
101
$2.76K
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.31K+ 15.62% |
$89K - $107K
|
24.5K
$670K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.31K+ 22.04% |
$62.1K - $74.6K
|
12.8K
$350K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-221- 2.18% |
$5.94K - $7.14K
|
9.9K
$271K
|
|
| Q4 2023 | |||||||
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.45KNew |
$39.5K - $44.9K
|
1.45K
$39.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-3.57K- 67.24% |
$97K - $110K
|
1.74K
$47.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
9New |
$245 - $279
|
9
$246
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
9New |
$245 - $279
|
9
$246
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-282- 7.16% |
$7.68K - $8.73K
|
3.66K
$100K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
25New |
$681 - $774
|
25
$684
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
130New |
$3.54K - $4.02K
|
130
$3.56K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-50- 28.57% |
$1.36K - $1.55K
|
125
$3.42K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-300- 37.5% |
$8.17K - $9.29K
|
500
$13.7K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.11KNew |
$30.1K - $34.2K
|
1.11K
$30.2K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-4.98K- 41.85% |
$128K - $155K
|
6.92K
$189K
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
331New |
$8.49K - $10.3K
|
331
$9.05K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-6.87K- 99.55% |
$176K - $213K
|
31
$848
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-957- 32.82% |
$24.5K - $29.7K
|
1.96K
$53.6K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
23.1KNew |
$593K - $717K
|
23.1K
$632K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-59- 1.99% |
$1.51K - $1.83K
|
2.9K
$79.3K
|
|
| Q2 2023 | |||||||
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-20.4KClosed |
$506K - $576K
|
0
$0
|
|