Latest Institutional Transactions on First Trust ETF Vi First Trust (FTQI)
This table provides information on the latest institutional transactions involving First Trust ETF Vi First Trust (FTQI) 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 |
---|---|---|---|---|---|---|---|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2KNew |
$40.5K - $43K
|
2K
$40.9K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.52KNew |
$30.8K - $32.7K
|
1.52K
$31.2K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
8.07K+ 7.61% |
$163K - $173K
|
114K
$2.33M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-16- 0.54% |
$324 - $343
|
2.95K
$60.3K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
100New |
$2.02K - $2.15K
|
100
$2.05K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.2K+ 34.66% |
$206K - $219K
|
39.6K
$810K
|
|
Jan 24, 2025
Q4 2024
|
Sterling Manor Financial, LLC
|
BUY
|
- |
116+ 0.78% |
$2.35K - $2.49K
|
15K
$306K
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
235K+ 113.7% |
$4.76M - $5.05M
|
443K
$9.05M
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7.68K+ 16.31% |
$155K - $165K
|
54.8K
$1.12M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
391+ 2.21% |
$7.91K - $8.39K
|
18.1K
$369K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
35.8K+ 14.06% |
$723K - $767K
|
290K
$5.93M
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-821- 4.59% |
$16.6K - $17.6K
|
17.1K
$349K
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.4KNew |
$48.6K - $51.5K
|
2.4K
$49.1K
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-70- 0.15% |
$1.42K - $1.5K
|
47.8K
$978K
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
45.6KNew |
$923K - $979K
|
45.6K
$933K
|
|
Q3 2024 | |||||||
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
27.7KNew |
$524K - $579K
|
27.7K
$566K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
997New |
$18.9K - $20.9K
|
997
$20.4K
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-11.3K- 43.03% |
$215K - $237K
|
15K
$307K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-701- 1.32% |
$13.3K - $14.7K
|
52.5K
$1.07M
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-852- 21.99% |
$16.1K - $17.8K
|
3.02K
$61.8K
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.97KNew |
$189K - $209K
|
9.97K
$204K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6K+ 20.27% |
$114K - $126K
|
35.6K
$728K
|
|
Oct 22, 2024
Q3 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-10.7K- 7.89% |
$202K - $223K
|
124K
$2.54M
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
14.6KNew |
$277K - $306K
|
14.6K
$299K
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
100New |
$1.9K - $2.09K
|
100
$2.05K
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.34K+ 15.07% |
$82.3K - $90.8K
|
33.2K
$678K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
190New |
$3.73K - $3.91K
|
190
$3.89K
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
321New |
$6.3K - $6.6K
|
321
$6.56K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.25K+ 61.96% |
$24.6K - $25.7K
|
3.27K
$66.9K
|
|
Aug 05, 2024
Q2 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
22KNew |
$432K - $452K
|
22K
$450K
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-11.1K- 18.77% |
$217K - $227K
|
47.9K
$979K
|
|
Jul 23, 2024
Q2 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
33+ 0.26% |
$648 - $679
|
12.7K
$260K
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
366+ 3.65% |
$7.18K - $7.53K
|
10.4K
$213K
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
539+ 26.0% |
$10.6K - $11.1K
|
2.61K
$53.4K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4K+ 15.82% |
$78.6K - $82.7K
|
29.3K
$599K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
71.3KNew |
$1.4M - $1.47M
|
71.3K
$1.46M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.91K+ 48.82% |
$175K - $184K
|
27.2K
$555K
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
41.5KNew |
$815K - $859K
|
41.5K
$849K
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.5KNew |
$29.5K - $31K
|
1.5K
$30.7K
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
338New |
$6.64K - $6.99K
|
338
$6.91K
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
10.9KNew |
$199K - $218K
|
10.9K
$223K
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
22.2KNew |
$406K - $445K
|
22.2K
$455K
|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
106KNew |
$1.94M - $2.12M
|
106K
$2.17M
|
|
Q3 2023 | |||||||
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.5KNew |
$28.1K - $30.1K
|
1.5K
$30.7K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
15New |
$281 - $301
|
15
$307
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
1.3KNew |
$23K - $25.5K
|
1.3K
$26.6K
|
|
Q4 2022 | |||||||
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
330KNew |
$5.82M - $6.3M
|
330K
$6.75M
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
249K+ 85.61% |
$4.39M - $4.76M
|
540K
$11M
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
790New |
$13.9K - $15.1K
|
790
$16.2K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-553- 99.82% |
$9.99K - $12K
|
1
$20.5
|