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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
14.2K+ 49.28% |
$391K - $461K
|
43.1K
$1.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
201New |
$5.52K - $6.51K
|
201
$5.77K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-341- 1.97% |
$9.37K - $11K
|
16.9K
$486K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-1.09K- 85.8% |
$30.8K - $34.4K
|
181
$5.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-967- 13.08% |
$27.3K - $30.4K
|
6.43K
$185K
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-92- 1.14% |
$2.59K - $2.9K
|
8K
$230K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-50.7K- 34.75% |
$1.43M - $1.59M
|
95.1K
$2.73M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.66K- 2.2% |
$46.7K - $52.1K
|
73.4K
$2.11M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.13K- 45.92% |
$31.7K - $35.4K
|
1.33K
$38.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-3.36K- 23.11% |
$94.8K - $106K
|
11.2K
$321K
|
|
| Q2 2024 | |||||||
|
Jul 31, 2025
Q2 2024
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-7.35KClosed |
$219K - $247K
|
0
$0
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.53K+ 11.84% |
$45.6K - $51.5K
|
14.5K
$415K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-5.89K- 19.23% |
$175K - $198K
|
24.7K
$710K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.16K+ 1.75% |
$34.4K - $38.8K
|
67.2K
$1.93M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-10.1K- 96.32% |
$302K - $341K
|
387
$11.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
586+ 244.17% |
$17.4K - $19.7K
|
826
$23.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
11.8KNew |
$350K - $395K
|
11.8K
$338K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
15+ 0.68% |
$447 - $504
|
2.22K
$63.9K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-175- 1.17% |
$5.21K - $5.88K
|
14.8K
$426K
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-3.23K- 13.39% |
$96.1K - $108K
|
20.9K
$600K
|
|
| Q1 2024 | |||||||
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-69K- 88.52% |
$1.85M - $2.23M
|
8.95K
$257K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6+ 11.11% |
$161 - $194
|
60
$1.72K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.76KNew |
$182K - $218K
|
6.76K
$194K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
14.9KNew |
$400K - $481K
|
14.9K
$428K
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
6.45KNew |
$173K - $208K
|
6.45K
$185K
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
12.1KNew |
$324K - $389K
|
12.1K
$346K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.45K+ 3.31% |
$38.9K - $46.7K
|
45.2K
$1.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
21.3K+ 67.61% |
$572K - $687K
|
52.7K
$1.51M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.53K+ 27.93% |
$256K - $308K
|
43.7K
$1.25M
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
666New |
$17.9K - $21.5K
|
666
$19.1K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
300New |
$8.06K - $9.69K
|
300
$8.62K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
234New |
$6.29K - $7.56K
|
234
$6.72K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.35KNew |
$198K - $237K
|
7.35K
$211K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
576+ 4.21% |
$15.5K - $18.6K
|
14.3K
$410K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
48New |
$1.29K - $1.55K
|
48
$1.38K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
114New |
$3.06K - $3.68K
|
114
$3.27K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-39- 2.19% |
$1.05K - $1.26K
|
1.74K
$50K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
5.52KNew |
$148K - $178K
|
5.52K
$159K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.4K- 70.0% |
$37.6K - $45.2K
|
600
$17.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
101New |
$2.71K - $3.26K
|
101
$2.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.31K+ 15.62% |
$89K - $107K
|
24.5K
$704K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.31K+ 22.04% |
$62.1K - $74.6K
|
12.8K
$367K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-221- 2.18% |
$5.94K - $7.14K
|
9.9K
$284K
|
|
| Q4 2023 | |||||||
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.45KNew |
$39.5K - $44.9K
|
1.45K
$41.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-3.57K- 67.24% |
$97K - $110K
|
1.74K
$49.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
9New |
$245 - $279
|
9
$258
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-282- 7.16% |
$7.68K - $8.73K
|
3.66K
$105K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
25New |
$681 - $774
|
25
$718
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
130New |
$3.54K - $4.02K
|
130
$3.73K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-50- 28.57% |
$1.36K - $1.55K
|
125
$3.59K
|
|