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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
SELL
|
- |
-7.27K- 3.22% |
$211K - $253K
|
219K
$7.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
30.8K+ 40.47% |
$893K - $1.07M
|
107K
$3.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.2K+ 6.63% |
$644K - $772K
|
357K
$12.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
31.3KNew |
$909K - $1.09M
|
31.3K
$1.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
2.12KNew |
$61.5K - $73.6K
|
2.12K
$71.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.11KNew |
$206K - $247K
|
7.11K
$241K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
9.37K+ 114.96% |
$272K - $326K
|
17.5K
$594K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
2KNew |
$58K - $69.5K
|
2K
$67.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
337New |
$9.78K - $11.7K
|
337
$11.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
332+ 10.81% |
$9.63K - $11.5K
|
3.4K
$115K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.22K+ 29.62% |
$64.5K - $77.3K
|
9.73K
$330K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2.58K+ 7.27% |
$74.8K - $89.6K
|
38.1K
$1.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.3K+ 13.48% |
$299K - $358K
|
86.7K
$2.94M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.66K- 6.16% |
$48.1K - $57.7K
|
25.3K
$856K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-9.2K- 5.48% |
$267K - $320K
|
159K
$5.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.4K+ 14.19% |
$418K - $501K
|
116K
$3.93M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
2.03K+ 6.74% |
$58.9K - $70.6K
|
32.1K
$1.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
340+ 1.69% |
$9.87K - $11.8K
|
20.5K
$695K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
94New |
$2.73K - $3.27K
|
94
$3.19K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.21KNew |
$209K - $250K
|
7.21K
$244K
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
411New |
$11.6K - $14.5K
|
411
$13.9K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19.2K- 53.79% |
$541K - $676K
|
16.5K
$558K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
26New |
$734 - $917
|
26
$881
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-899- 9.63% |
$25.4K - $31.7K
|
8.44K
$286K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
460New |
$13K - $16.2K
|
460
$15.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
89New |
$2.51K - $3.14K
|
89
$3.02K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-50- 50.0% |
$1.41K - $1.76K
|
50
$1.69K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-10.8K- 34.97% |
$305K - $381K
|
20.1K
$681K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
49.7KNew |
$1.4M - $1.75M
|
49.7K
$1.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
7.36KNew |
$208K - $260K
|
7.36K
$249K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
584New |
$16.5K - $20.6K
|
584
$19.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
237New |
$6.69K - $8.36K
|
237
$8.03K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
870New |
$24.6K - $30.7K
|
870
$29.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-37- 10.31% |
$1.04K - $1.31K
|
322
$10.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
47+ 6.71% |
$1.33K - $1.66K
|
747
$25.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
49New |
$1.38K - $1.73K
|
49
$1.66K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
9.23KNew |
$261K - $326K
|
9.23K
$313K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.03K+ 215.48% |
$85.6K - $107K
|
4.44K
$151K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
15.6KNew |
$441K - $551K
|
15.6K
$529K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-5K- 2.13% |
$141K - $176K
|
229K
$7.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
4New |
$113 - $141
|
4
$136
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
207New |
$5.46K - $6.19K
|
207
$7.02K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.71K+ 117.66% |
$256K - $290K
|
18K
$609K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-140- 10.36% |
$3.69K - $4.19K
|
1.21K
$41.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.23KNew |
$217K - $246K
|
8.23K
$279K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
45New |
$1.19K - $1.35K
|
45
$1.53K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3.19K+ 68.1% |
$84.2K - $95.5K
|
7.88K
$267K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-41- 22.91% |
$1.08K - $1.23K
|
138
$4.68K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-493- 4.57% |
$13K - $14.8K
|
10.3K
$349K
|
|