Latest Institutional Transactions on First Tr ETF Vi Nasdaq Oil & G (FTXN)
This table provides information on the latest institutional transactions involving First Tr ETF Vi Nasdaq Oil & G (FTXN) 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 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
674New |
$18.5K - $21.8K
|
674
$20.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
313+ 0.43% |
$8.6K - $10.1K
|
72.6K
$2.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-13.7K- 6.86% |
$375K - $442K
|
185K
$5.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.59KNew |
$126K - $149K
|
4.59K
$139K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2+ 0.95% |
$55 - $64.7
|
213
$6.43K
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-831- 8.93% |
$22.8K - $26.9K
|
8.48K
$256K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
71New |
$1.95K - $2.3K
|
71
$2.14K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.46K+ 36.22% |
$95K - $112K
|
13K
$393K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
59.5K+ 13.3% |
$1.63M - $1.93M
|
507K
$15.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-623- 7.47% |
$17.1K - $20.2K
|
7.72K
$233K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.76K+ 18.09% |
$131K - $154K
|
31.1K
$939K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10K- 13.37% |
$275K - $324K
|
64.9K
$1.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.17KNew |
$32.2K - $37.9K
|
1.17K
$35.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
502+ 0.18% |
$13.8K - $16.2K
|
282K
$8.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
19.5KNew |
$537K - $633K
|
19.5K
$590K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
353+ 2.41% |
$9.7K - $11.4K
|
15K
$453K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
127KNew |
$3.49M - $4.11M
|
127K
$3.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-646- 97.29% |
$17.8K - $20.9K
|
18
$543
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-11K- 60.68% |
$302K - $356K
|
7.12K
$215K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2.77K+ 6.75% |
$76K - $89.6K
|
43.8K
$1.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-12.9K- 67.27% |
$353K - $416K
|
6.26K
$189K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
40.1KNew |
$1.1M - $1.3M
|
40.1K
$1.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
35.8KNew |
$983K - $1.16M
|
35.8K
$1.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.1K- 17.29% |
$278K - $327K
|
48.4K
$1.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.5K+ 108.12% |
$41.3K - $48.7K
|
2.9K
$87.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.63K+ 15.27% |
$44.8K - $52.8K
|
12.3K
$371K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
149+ 0.54% |
$4.09K - $4.82K
|
27.9K
$842K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
3.58K+ 2.87% |
$98.3K - $116K
|
128K
$3.88M
|
|
|
Jan 30, 2025
Q4 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-7.31K- 15.79% |
$201K - $237K
|
39K
$1.18M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
12.1KNew |
$334K - $393K
|
12.1K
$367K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
37+ 0.52% |
$1.02K - $1.2K
|
7.16K
$216K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 2.63% |
$27.5 - $32.4
|
39
$1.18K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
13.7KNew |
$376K - $443K
|
13.7K
$413K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
280New |
$7.69K - $9.06K
|
280
$8.45K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-17- 20.48% |
$467 - $550
|
66
$1.99K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.5K+ 10.71% |
$41.2K - $48.6K
|
15.5K
$468K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.62K+ 30.6% |
$127K - $150K
|
19.7K
$595K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-120- 0.35% |
$3.3K - $3.88K
|
34.4K
$1.04M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
8.15KNew |
$224K - $264K
|
8.15K
$246K
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
866+ 11.61% |
$23.8K - $28K
|
8.32K
$251K
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-1.62K- 14.27% |
$44.5K - $52.4K
|
9.74K
$294K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
14.2K+ 49.28% |
$391K - $461K
|
43.1K
$1.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.58K- 99.91% |
$181K - $213K
|
6
$181
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.58KNew |
$43.3K - $51K
|
1.58K
$47.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
201New |
$5.52K - $6.51K
|
201
$6.07K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
271+ 2.16% |
$7.45K - $8.77K
|
12.8K
$387K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.55K- 20.18% |
$125K - $147K
|
18K
$543K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-1.07K- 11.27% |
$29.4K - $34.7K
|
8.43K
$254K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-341- 1.97% |
$9.37K - $11K
|
16.9K
$511K
|