Purchases and Sales Made in Q1 2023 in First Tr ETF Vi Nasdaq Bk ETF (FTXO)
This table provides information about the institutional ownership of First Tr ETF Vi Nasdaq Bk ETF (FTXO) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TR ETF VI NASDAQ BK ETF .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-332- 50.15% |
$6.71K - $9.79K
|
330
$10.8K
|
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-390- 8.33% |
$7.89K - $11.5K
|
4.29K
$141K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-391- 22.08% |
$7.91K - $11.5K
|
1.38K
$45.2K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-616- 52.65% |
$12.5K - $18.2K
|
554
$18.1K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-778- 59.03% |
$15.7K - $23K
|
540
$17.7K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-916- 31.47% |
$18.5K - $27K
|
2K
$65.4K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.8K- 87.78% |
$36.3K - $53K
|
250
$8.19K
|
|
|
Apr 17, 2023
Q1 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-2.2K- 16.42% |
$44.4K - $64.8K
|
11.2K
$367K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.24K- 41.7% |
$65.6K - $95.7K
|
4.54K
$149K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.17K- 13.44% |
$84.3K - $123K
|
26.9K
$880K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.54K- 12.63% |
$152K - $222K
|
52.1K
$1.71M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-8.66K- 13.01% |
$175K - $255K
|
57.9K
$1.9M
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-8.66K- 13.01% |
$175K - $255K
|
57.9K
$1.9M
|
|
|
Oct 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-11.1K- 30.55% |
$224K - $327K
|
25.2K
$826K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-11.9K- 57.2% |
$240K - $351K
|
8.89K
$291K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-15.4K- 33.35% |
$311K - $453K
|
30.7K
$1.01M
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-17.4K- 20.26% |
$352K - $514K
|
68.6K
$2.25M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-18.4K- 23.66% |
$372K - $542K
|
59.3K
$1.94M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-18.6K- 4.08% |
$377K - $550K
|
439K
$14.4M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-22.7K- 42.55% |
$459K - $669K
|
30.6K
$1M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-30.2K- 28.29% |
$611K - $892K
|
76.7K
$2.51M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-31.6K- 33.18% |
$639K - $932K
|
63.7K
$2.09M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-39.7K- 36.02% |
$803K - $1.17M
|
70.5K
$2.31M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-42.9K- 85.59% |
$866K - $1.26M
|
7.22K
$236K
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-46K- 41.35% |
$929K - $1.36M
|
65.2K
$2.14M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-46K- 41.35% |
$929K - $1.36M
|
65.2K
$2.14M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-101K- 37.74% |
$2.05M - $2.99M
|
167K
$5.48M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-222K- 46.96% |
$4.49M - $6.55M
|
251K
$8.22M
|