Purchases and Sales Made in Q2 2024 in First Trust ETF Vi First Trust (FTQI)
This table provides information about the institutional ownership of First Trust ETF Vi First Trust (FTQI) during Q2 2024. The information is specifically focused on institutions that hold shares of FIRST TRUST ETF VI FIRST TRUST.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
94+ 0.37% |
$1.85K - $1.93K
|
25.7K
$542K
|
|
Jul 30, 2024
Q2 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
35+ 0.24% |
$687 - $720
|
14.9K
$314K
|
|
Jul 23, 2024
Q2 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
33+ 0.26% |
$648 - $679
|
12.7K
$268K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 100.0% |
$19.6 - $20.6
|
2
$42.2
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-19- 0.04% |
$373 - $391
|
47.6K
$1.01M
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.17K- 2.29% |
$102K - $106K
|
221K
$4.66M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.91K- 18.49% |
$155K - $163K
|
34.9K
$737K
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-11.1K- 18.77% |
$217K - $227K
|
47.9K
$1.01M
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11.3K- 75.42% |
$222K - $233K
|
3.69K
$77.9K
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11.3K- 75.42% |
$222K - $233K
|
3.69K
$77.9K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-55.8K- 77.83% |
$1.1M - $1.15M
|
15.9K
$336K
|