Latest Institutional Transactions on First Tr ETF Vi Nasdaq Bk ETF (FTXO)
This table provides information on the latest institutional transactions involving First Tr ETF Vi Nasdaq Bk ETF (FTXO) 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 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.12% |
$58 - $69.5
|
1.64K
$47.3K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.99KNew |
$203K - $243K
|
6.99K
$202K
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
29.5KNew |
$857K - $1.03M
|
29.5K
$854K
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
SELL
|
- |
-50- 7.69% |
$1.45K - $1.74K
|
600
$17.4K
|
|
Apr 30, 2025
Q1 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
SELL
|
- |
-7.27K- 3.22% |
$211K - $253K
|
219K
$6.32M
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
30.8K+ 40.47% |
$893K - $1.07M
|
107K
$3.09M
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
31.3KNew |
$909K - $1.09M
|
31.3K
$905K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.2K+ 6.63% |
$644K - $772K
|
357K
$10.3M
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
2.12KNew |
$61.5K - $73.6K
|
2.12K
$61.3K
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
337New |
$9.78K - $11.7K
|
337
$9.75K
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
2KNew |
$58K - $69.5K
|
2K
$57.8K
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
9.37K+ 114.96% |
$272K - $326K
|
17.5K
$507K
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.11KNew |
$206K - $247K
|
7.11K
$206K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
332+ 10.81% |
$9.63K - $11.5K
|
3.4K
$98.4K
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.22K+ 29.62% |
$64.5K - $77.3K
|
9.73K
$281K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.3K+ 13.48% |
$299K - $358K
|
86.7K
$2.51M
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2.58K+ 7.27% |
$74.8K - $89.6K
|
38.1K
$1.1M
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.66K- 6.16% |
$48.1K - $57.7K
|
25.3K
$731K
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.4K+ 14.19% |
$418K - $501K
|
116K
$3.35M
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-9.2K- 5.48% |
$267K - $320K
|
159K
$4.59M
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
2.03K+ 6.74% |
$58.9K - $70.6K
|
32.1K
$930K
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-749- 5.26% |
$21.7K - $26K
|
13.5K
$390K
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
340+ 1.69% |
$9.87K - $11.8K
|
20.5K
$593K
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-1K- 42.28% |
$29K - $34.8K
|
1.37K
$39.5K
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
37.2KNew |
$1.08M - $1.29M
|
37.2K
$1.08M
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
94New |
$2.73K - $3.27K
|
94
$2.72K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.39K+ 23200.0% |
$40.4K - $48.4K
|
1.4K
$40.4K
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-346- 4.43% |
$10K - $12K
|
7.46K
$216K
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.21KNew |
$209K - $250K
|
7.21K
$208K
|
|
Q4 2024 | |||||||
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
26New |
$734 - $917
|
26
$752
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-28.9K- 73.81% |
$815K - $1.02M
|
10.2K
$296K
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
4+ 0.72% |
$113 - $141
|
556
$16.1K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
67K+ 1720.67% |
$1.89M - $2.36M
|
70.9K
$2.05M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
93.1K+ 79.78% |
$2.63M - $3.29M
|
210K
$6.07M
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
460New |
$13K - $16.2K
|
460
$13.3K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
112K+ 690.7% |
$3.15M - $3.94M
|
128K
$3.69M
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.98K- 16.09% |
$56K - $70K
|
10.3K
$299K
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
28KNew |
$789K - $986K
|
28K
$808K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
278K+ 1328.89% |
$7.84M - $9.79M
|
298K
$8.63M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
443K+ 276.97% |
$12.5M - $15.6M
|
603K
$17.4M
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-899- 9.63% |
$25.4K - $31.7K
|
8.44K
$244K
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-17.3K- 87.89% |
$488K - $610K
|
2.38K
$68.9K
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
39.5K+ 360.9% |
$1.12M - $1.39M
|
50.5K
$1.46M
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
46.4KNew |
$1.31M - $1.64M
|
46.4K
$1.34M
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.63KNew |
$131K - $163K
|
4.63K
$134K
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.6KNew |
$439K - $549K
|
15.6K
$450K
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-10.2K- 69.41% |
$288K - $360K
|
4.5K
$130K
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
30.1KNew |
$851K - $1.06M
|
30.1K
$872K
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
89New |
$2.51K - $3.14K
|
89
$2.57K
|