Purchases and Sales Made in Q1 2024 in First Tr ETF Vi Nasdaq Oil & G (FTXN)
This table provides information about the institutional ownership of First Tr ETF Vi Nasdaq Oil & G (FTXN) during Q1 2024. The information is specifically focused on institutions that hold shares of FIRST TR ETF VI NASDAQ OIL & G.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
45+ 6.63% |
$1.21K - $1.45K
|
724
$18.8K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
27+ 1.24% |
$726 - $872
|
2.21K
$57.3K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
27+ 0.37% |
$726 - $872
|
7.36K
$191K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
13+ 0.09% |
$349 - $420
|
15K
$389K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
12+ 0.47% |
$323 - $388
|
2.58K
$67K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6+ 11.11% |
$161 - $194
|
60
$1.56K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2+ 0.97% |
$53.8 - $64.6
|
208
$5.39K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 2.5% |
$26.9 - $32.3
|
41
$1.06K
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-6- 3.21% |
$161 - $194
|
181
$4.69K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-39- 2.19% |
$1.05K - $1.26K
|
1.74K
$45.1K
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-94- 0.82% |
$2.53K - $3.04K
|
11.3K
$293K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-130- 1.0% |
$3.49K - $4.2K
|
12.9K
$334K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-162- 2.25% |
$4.35K - $5.23K
|
7.05K
$183K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-178- 3.09% |
$4.78K - $5.75K
|
5.59K
$145K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-221- 2.18% |
$5.94K - $7.14K
|
9.9K
$257K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-347- 21.39% |
$9.33K - $11.2K
|
1.28K
$33.1K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-629- 4.81% |
$16.9K - $20.3K
|
12.5K
$323K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.18K- 6.93% |
$31.8K - $38.2K
|
15.9K
$412K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.4K- 70.0% |
$37.6K - $45.2K
|
600
$15.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.76K- 2.74% |
$47.3K - $56.8K
|
62.4K
$1.62M
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-1.98K- 7.61% |
$53.3K - $64.1K
|
24.1K
$625K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-2.21K- 6.8% |
$59.5K - $71.5K
|
30.3K
$787K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.29K- 21.84% |
$61.4K - $73.8K
|
8.18K
$212K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.46K- 9.64% |
$93.1K - $112K
|
32.5K
$842K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.8K- 26.63% |
$129K - $155K
|
13.2K
$343K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5K- 34.0% |
$134K - $161K
|
9.7K
$252K
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-5.37K- 30.37% |
$144K - $174K
|
12.3K
$320K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-6.16K- 6.24% |
$166K - $199K
|
92.6K
$2.4M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.63K- 48.41% |
$205K - $246K
|
8.13K
$211K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-7.82K- 20.34% |
$210K - $253K
|
30.6K
$794K
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-8.51K- 24.66% |
$229K - $275K
|
26K
$674K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.54K- 4.04% |
$230K - $276K
|
203K
$5.27M
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-13.6K- 35.04% |
$367K - $441K
|
25.3K
$656K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-14.9K- 50.46% |
$401K - $482K
|
14.6K
$380K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-19.3K- 45.53% |
$518K - $622K
|
23K
$597K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-21.9K- 24.87% |
$588K - $706K
|
66.1K
$1.71M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-24.8K- 56.27% |
$667K - $801K
|
19.3K
$500K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-42.5K- 80.17% |
$1.14M - $1.37M
|
10.5K
$273K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-43K- 4.22% |
$1.16M - $1.39M
|
976K
$25.3M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-44.3K- 77.0% |
$1.19M - $1.43M
|
13.2K
$343K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-46.7K- 31.26% |
$1.25M - $1.51M
|
103K
$2.66M
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-49K- 65.08% |
$1.32M - $1.58M
|
26.3K
$682K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-69K- 88.52% |
$1.85M - $2.23M
|
8.95K
$232K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-93.9K- 8.77% |
$2.52M - $3.03M
|
976K
$25.3M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-93.9K- 8.77% |
$2.52M - $3.03M
|
976K
$25.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-125K- 50.85% |
$3.37M - $4.05M
|
121K
$3.14M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-150K- 44.97% |
$4.03M - $4.84M
|
183K
$4.75M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-269K- 68.69% |
$7.22M - $8.68M
|
122K
$3.17M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-298K- 32.84% |
$8M - $9.61M
|
608K
$15.8M
|