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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
162+ 0.55% |
$3.08K - $4.18K
|
29.7K
$888K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-400- 88.89% |
$7.61K - $10.3K
|
50
$1.49K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-695- 3.68% |
$13.2K - $17.9K
|
18.2K
$543K
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4+ 0.89% |
$81.4 - $95.2
|
455
$13.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-80- 66.67% |
$1.63K - $1.9K
|
40
$1.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
11.9KNew |
$241K - $282K
|
11.9K
$354K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14New |
$285 - $333
|
14
$418
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-124- 1.38% |
$2.52K - $2.95K
|
8.86K
$265K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-344- 1.09% |
$7K - $8.18K
|
31.2K
$932K
|
|
| Q2 2023 | |||||||
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
59.5KNew |
$1.14M - $1.32M
|
59.5K
$1.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
10KNew |
$191K - $222K
|
10K
$299K
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
20.7KNew |
$394K - $459K
|
20.7K
$617K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
326+ 93.14% |
$6.22K - $7.25K
|
676
$20.2K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-778- 59.03% |
$15.7K - $23K
|
540
$16.1K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
59New |
$1.19K - $1.74K
|
59
$1.76K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-301- 27.77% |
$6.09K - $8.88K
|
783
$23.4K
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
17.9KNew |
$362K - $528K
|
17.9K
$535K
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-8.66K- 13.01% |
$175K - $255K
|
57.9K
$1.73M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
34.8KNew |
$705K - $1.03M
|
34.8K
$1.04M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
440New |
$8.9K - $13K
|
440
$13.1K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
24.1K+ 42.3% |
$487K - $710K
|
81K
$2.42M
|
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-390- 8.33% |
$7.89K - $11.5K
|
4.29K
$128K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
560New |
$11.3K - $16.5K
|
560
$16.7K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.58K+ 17.78% |
$31.9K - $46.6K
|
10.5K
$313K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-332- 50.15% |
$6.71K - $9.79K
|
330
$9.86K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
17+ 0.67% |
$344 - $502
|
2.54K
$75.8K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
530New |
$10.7K - $15.6K
|
530
$15.8K
|
|
|
Apr 17, 2023
Q1 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-2.2K- 16.42% |
$44.4K - $64.8K
|
11.2K
$334K
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
BUY
|
- |
21.7KNew |
$438K - $639K
|
21.7K
$647K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-60- 0.55% |
$1.21K - $1.77K
|
10.8K
$321K
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
16+ 22.54% |
$409 - $468
|
87
$2.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.01KNew |
$205K - $234K
|
8.01K
$239K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-265- 20.53% |
$6.78K - $7.75K
|
1.03K
$30.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
10.1KNew |
$259K - $296K
|
10.1K
$302K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
955New |
$24.4K - $27.9K
|
955
$28.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.14K+ 13.84% |
$29.2K - $33.4K
|
9.38K
$280K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
730New |
$18.7K - $21.4K
|
730
$21.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Concentrum Wealth Management
|
SELL
|
- |
-4.91K- 38.31% |
$126K - $144K
|
7.9K
$236K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
34New |
$864 - $1.04K
|
34
$1.02K
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-188- 1.59% |
$4.78K - $5.72K
|
11.6K
$348K
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
3.18K+ 415.4% |
$80.9K - $96.9K
|
3.95K
$118K
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
17.1KNew |
$434K - $520K
|
17.1K
$510K
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.39KNew |
$213K - $256K
|
8.39K
$251K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
407New |
$10.3K - $12.4K
|
407
$12.2K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
97New |
$2.47K - $2.95K
|
97
$2.9K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
568+ 5.7% |
$14.4K - $17.3K
|
10.5K
$315K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
279New |
$7.09K - $8.5K
|
279
$8.34K
|
|
|
Oct 12, 2022
Q3 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
10.2KNew |
$260K - $311K
|
10.2K
$305K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-20Closed |
$516 - $628
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-145Closed |
$3.74K - $4.55K
|
0
$0
|
|