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 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.14K+ 13.84% |
$29.2K - $33.4K
|
9.38K
$326K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
730New |
$18.7K - $21.4K
|
730
$25.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Concentrum Wealth Management
|
SELL
|
- |
-4.91K- 38.31% |
$126K - $144K
|
7.9K
$274K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-188- 1.59% |
$4.78K - $5.72K
|
11.6K
$404K
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
34New |
$864 - $1.04K
|
34
$1.18K
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
3.18K+ 415.4% |
$80.9K - $96.9K
|
3.95K
$137K
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
17.1KNew |
$434K - $520K
|
17.1K
$593K
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.39KNew |
$213K - $256K
|
8.39K
$291K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
97New |
$2.47K - $2.95K
|
97
$3.37K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
407New |
$10.3K - $12.4K
|
407
$14.1K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
568+ 5.7% |
$14.4K - $17.3K
|
10.5K
$366K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
279New |
$7.09K - $8.5K
|
279
$9.69K
|
|
|
Oct 12, 2022
Q3 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
10.2KNew |
$260K - $311K
|
10.2K
$355K
|
|
| 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
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
94+ 162.07% |
$2.43K - $2.95K
|
152
$5.28K
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-7.12K- 46.01% |
$184K - $224K
|
8.36K
$290K
|
|
|
Aug 11, 2022
Q2 2022
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-100Closed |
$2.58K - $3.14K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-11.2KClosed |
$289K - $352K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
22New |
$568 - $691
|
22
$764
|
|
|
Aug 04, 2022
Q2 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-7.02KClosed |
$181K - $220K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Q3 Asset Management
|
SELL
|
- |
-238KClosed |
$6.14M - $7.47M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
453New |
$11.7K - $14.2K
|
453
$15.7K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
101New |
$2.61K - $3.17K
|
101
$3.51K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
468New |
$12.1K - $14.7K
|
468
$16.2K
|
|
|
Jul 20, 2022
Q2 2022
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-125K- 92.43% |
$3.22M - $3.92M
|
10.2K
$354K
|
|
|
Jul 13, 2022
Q2 2022
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-134KClosed |
$3.45M - $4.2M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.21KNew |
$31.3K - $38.1K
|
1.21K
$42.1K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-5.54KClosed |
$143K - $174K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-7.5KClosed |
$193K - $235K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-2.96KClosed |
$76.3K - $92.9K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-700Closed |
$21.6K - $25.9K
|
0
$0
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.6KClosed |
$49.4K - $59.2K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
769New |
$23.8K - $28.5K
|
769
$26.7K
|
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-414Closed |
$12.8K - $15.3K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
SELL
|
- |
-239Closed |
$7.39K - $8.84K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
528+ 6.81% |
$16.3K - $19.5K
|
8.29K
$288K
|
|
|
May 05, 2022
Q1 2022
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-649Closed |
$20.1K - $24K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-500Closed |
$15.5K - $18.5K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
82New |
$2.54K - $3.03K
|
82
$2.85K
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-2.26KClosed |
$69.8K - $83.5K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Cutler Group LP
|
BUY
|
- |
400+ 200.0% |
$12.4K - $14.8K
|
600
$20.8K
|
|
| Q4 2021 | |||||||
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-9.59K- 12.98% |
$300K - $339K
|
64.3K
$2.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-15Closed |
$470 - $530
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-11.8KClosed |
$368K - $415K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.4KClosed |
$75.1K - $84.7K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-18Closed |
$564 - $636
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-47.2KClosed |
$1.35M - $1.57M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-217Closed |
$6.21K - $7.22K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-87Closed |
$2.49K - $2.9K
|
0
$0
|
|