Purchases and Sales Made in Q2 2023 in First Tr ETF Vi Nasdaq Food & (FTXG)
This table provides information about the institutional ownership of First Tr ETF Vi Nasdaq Food & (FTXG) during Q2 2023. The information is specifically focused on institutions that hold shares of FIRST TR ETF VI NASDAQ FOOD & .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
513K+ 2.05% |
$13.3M - $14.3M
|
25.5M
$590M
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
330K+ 160.08% |
$8.58M - $9.22M
|
537K
$12.4M
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
216KNew |
$5.6M - $6.02M
|
216K
$4.99M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
97.1K+ 24.96% |
$2.52M - $2.71M
|
486K
$11.2M
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
78.4K+ 51.65% |
$2.04M - $2.19M
|
230K
$5.32M
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
69.4K+ 424.14% |
$1.8M - $1.94M
|
85.8K
$1.98M
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
64.4KNew |
$1.67M - $1.8M
|
64.4K
$1.49M
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
60.7K+ 11.57% |
$1.58M - $1.7M
|
586K
$13.5M
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
46.2KNew |
$1.2M - $1.29M
|
46.2K
$1.07M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
45.6K+ 2.66% |
$1.18M - $1.27M
|
1.76M
$40.7M
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
42.7K+ 20.61% |
$1.11M - $1.19M
|
250K
$5.78M
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
42.3K+ 126.23% |
$1.1M - $1.18M
|
75.8K
$1.75M
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
37.9K+ 30.32% |
$984K - $1.06M
|
163K
$3.76M
|
|
Aug 08, 2023
Q2 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
36K+ 102.24% |
$936K - $1.01M
|
71.3K
$1.65M
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
27K+ 4.5% |
$702K - $754K
|
627K
$14.5M
|
|
Aug 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
24.4K+ 8.04% |
$633K - $681K
|
328K
$7.58M
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
19K+ 13.99% |
$495K - $532K
|
155K
$3.59M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.9K+ 41.01% |
$414K - $445K
|
54.8K
$1.27M
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
15K+ 33.06% |
$390K - $419K
|
60.5K
$1.4M
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.2KNew |
$343K - $368K
|
13.2K
$305K
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
10.3K+ 3.18% |
$267K - $287K
|
333K
$7.7M
|
|
Jul 11, 2023
Q2 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
8.33KNew |
$216K - $232K
|
8.33K
$193K
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
7.74K+ 21.89% |
$201K - $216K
|
43.1K
$996K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.8K+ 11.35% |
$151K - $162K
|
56.9K
$1.32M
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5.08K+ 51.91% |
$132K - $142K
|
14.9K
$344K
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.77K+ 1.21% |
$124K - $133K
|
399K
$9.22M
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.63K+ 53.44% |
$120K - $129K
|
13.3K
$307K
|
|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
3.61K+ 7.45% |
$93.7K - $101K
|
52K
$1.2M
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
3.07K+ 25.77% |
$79.7K - $85.6K
|
15K
$346K
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.92K+ 0.71% |
$75.8K - $81.4K
|
411K
$9.51M
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.76K+ 63.4% |
$45.7K - $49.1K
|
4.54K
$105K
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
1.73K+ 3.15% |
$45K - $48.4K
|
56.8K
$1.31M
|
|
Aug 10, 2023
Q2 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1.6K+ 2.2% |
$41.4K - $44.5K
|
74K
$1.71M
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.43KNew |
$37.3K - $40K
|
1.43K
$33.2K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.01K+ 3.95% |
$26.1K - $28.1K
|
26.4K
$611K
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
858+ 4.65% |
$22.3K - $24K
|
19.3K
$446K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
809+ 0.29% |
$21K - $22.6K
|
275K
$6.37M
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
BUY
|
- |
804+ 5.61% |
$20.9K - $22.4K
|
15.1K
$350K
|
|
Aug 10, 2023
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
619+ 1.28% |
$16.1K - $17.3K
|
48.8K
$1.13M
|
|
Jun 25, 2024
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
619+ 1.28% |
$16.1K - $17.3K
|
48.8K
$1.13M
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
543+ 2.65% |
$14.1K - $15.2K
|
21K
$486K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
392+ 114.62% |
$10.2K - $10.9K
|
734
$17K
|
|
Jul 26, 2023
Q2 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
320+ 0.9% |
$8.31K - $8.93K
|
35.8K
$828K
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
191+ 7.25% |
$4.96K - $5.33K
|
2.83K
$65.3K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
154+ 0.81% |
$4K - $4.3K
|
19.2K
$444K
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
10+ 0.12% |
$260 - $279
|
8.23K
$190K
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
4+ 0.36% |
$104 - $112
|
1.11K
$25.7K
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
BUY
|
- |
2+ 0.03% |
$52 - $55.8
|
7.97K
$184K
|
|
Jul 10, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-25- 0.52% |
$650 - $698
|
4.78K
$110K
|