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 |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
12.2KNew |
$305K - $369K
|
12.2K
$368K
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
24.7KNew |
$614K - $745K
|
24.7K
$741K
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
8.34KNew |
$207K - $251K
|
8.34K
$250K
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
15.2K+ 44.74% |
$379K - $460K
|
49.3K
$1.48M
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
27.7KNew |
$690K - $836K
|
27.7K
$832K
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.46K- 12.02% |
$86.1K - $104K
|
25.3K
$761K
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.04K+ 14.07% |
$25.8K - $31.2K
|
8.39K
$252K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
734New |
$18.3K - $22.1K
|
734
$22K
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
37New |
$921 - $1.12K
|
37
$1.11K
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
439New |
$10.9K - $13.2K
|
439
$13.2K
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.7% |
$24.9 - $30.2
|
144
$4.32K
|
|
Apr 19, 2023
Q1 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
1.42KNew |
$35.4K - $42.9K
|
1.42K
$42.7K
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
11.5KNew |
$286K - $346K
|
11.5K
$345K
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-600Closed |
$14.9K - $18.1K
|
0
$0
|
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-25.1K- 76.09% |
$625K - $757K
|
7.89K
$237K
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
167New |
$4.15K - $5.04K
|
167
$5.01K
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
3.77K+ 33.87% |
$93.9K - $114K
|
14.9K
$448K
|
|
Q4 2022 | |||||||
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
9.36KNew |
$243K - $296K
|
9.36K
$281K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
252+ 22.38% |
$6.54K - $7.96K
|
1.38K
$41.4K
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.03K- 7.07% |
$26.7K - $32.4K
|
13.5K
$405K
|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-373- 0.12% |
$9.68K - $11.8K
|
321K
$9.63M
|
|
Feb 14, 2023
Q4 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
55.7KNew |
$1.45M - $1.76M
|
55.7K
$1.67M
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
687New |
$17.8K - $21.7K
|
687
$20.6K
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.09M- 96.42% |
$28.4M - $34.5M
|
40.5K
$1.22M
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
16.2KNew |
$419K - $510K
|
16.2K
$485K
|
|
Feb 14, 2023
Q4 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
4.61K+ 0.66% |
$120K - $146K
|
707K
$21.2M
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
12.6KNew |
$327K - $398K
|
12.6K
$378K
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-2.15K- 87.71% |
$55.8K - $67.9K
|
301
$9.04K
|
|
Feb 13, 2023
Q4 2022
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
5.23K+ 4.74% |
$136K - $165K
|
115K
$3.47M
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.21M+ 5.18% |
$31.5M - $38.3M
|
24.6M
$739M
|
|
Feb 09, 2023
Q4 2022
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-12- 0.03% |
$312 - $379
|
37.6K
$1.13M
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
670+ 0.71% |
$17.4K - $21.2K
|
94.7K
$2.84M
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
54KNew |
$1.4M - $1.7M
|
54K
$1.62M
|
|
Jan 31, 2023
Q4 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-554- 1.4% |
$14.4K - $17.5K
|
39.1K
$1.17M
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-5.19K- 14.49% |
$135K - $164K
|
30.6K
$920K
|
|
Jan 18, 2023
Q4 2022
|
Trust CO Of Oklahoma
|
BUY
|
- |
7.71KNew |
$200K - $243K
|
7.71K
$231K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-93- 0.36% |
$2.41K - $2.94K
|
26K
$780K
|
|
Q3 2022 | |||||||
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
27+ 0.29% |
$595 - $780
|
9.36K
$281K
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
2.02KNew |
$44.5K - $58.3K
|
2.02K
$60.6K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
240New |
$5.29K - $6.93K
|
240
$7.2K
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
250+ 27.78% |
$5.51K - $7.22K
|
1.15K
$34.5K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-189- 0.45% |
$4.41K - $5.99K
|
42.2K
$1.27M
|
|
Aug 12, 2022
Q2 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-3.77K- 19.94% |
$88K - $119K
|
15.1K
$454K
|
|
Aug 09, 2022
Q2 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
SELL
|
- |
-11KClosed |
$257K - $348K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-189KClosed |
$4.42M - $6M
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.5K+ 44.44% |
$105K - $143K
|
14.6K
$439K
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-105KClosed |
$2.45M - $3.32M
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Holistic Financial Partners
|
SELL
|
- |
-256KClosed |
$5.98M - $8.12M
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
50New |
$1.17K - $1.59K
|
50
$1.5K
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
542New |
$12.7K - $17.2K
|
542
$16.3K
|