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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
14.9KNew |
$400K - $481K
|
14.9K
$445K
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
6.45KNew |
$173K - $208K
|
6.45K
$193K
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
12.1KNew |
$324K - $389K
|
12.1K
$360K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.45K+ 3.31% |
$38.9K - $46.7K
|
45.2K
$1.35M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
21.3K+ 67.61% |
$572K - $687K
|
52.7K
$1.57M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.53K+ 27.93% |
$256K - $308K
|
43.7K
$1.3M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.52KNew |
$175K - $211K
|
6.52K
$195K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
666New |
$17.9K - $21.5K
|
666
$19.9K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
300New |
$8.06K - $9.69K
|
300
$8.96K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
234New |
$6.29K - $7.56K
|
234
$6.99K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.35KNew |
$198K - $237K
|
7.35K
$219K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
576+ 4.21% |
$15.5K - $18.6K
|
14.3K
$426K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
48New |
$1.29K - $1.55K
|
48
$1.43K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
114New |
$3.06K - $3.68K
|
114
$3.4K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-39- 2.19% |
$1.05K - $1.26K
|
1.74K
$52K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.4K- 70.0% |
$37.6K - $45.2K
|
600
$17.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
5.52KNew |
$148K - $178K
|
5.52K
$165K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
101New |
$2.71K - $3.26K
|
101
$3.02K
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.31K+ 15.62% |
$89K - $107K
|
24.5K
$732K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.31K+ 22.04% |
$62.1K - $74.6K
|
12.8K
$382K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-221- 2.18% |
$5.94K - $7.14K
|
9.9K
$296K
|
|
| Q4 2023 | |||||||
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.45KNew |
$39.5K - $44.9K
|
1.45K
$43.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-3.57K- 67.24% |
$97K - $110K
|
1.74K
$51.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
9New |
$245 - $279
|
9
$269
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
9New |
$245 - $279
|
9
$269
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
25New |
$681 - $774
|
25
$747
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-282- 7.16% |
$7.68K - $8.73K
|
3.66K
$109K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
130New |
$3.54K - $4.02K
|
130
$3.88K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-50- 28.57% |
$1.36K - $1.55K
|
125
$3.73K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-300- 37.5% |
$8.17K - $9.29K
|
500
$14.9K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.11KNew |
$30.1K - $34.2K
|
1.11K
$33K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-666- 6.62% |
$17.1K - $20.7K
|
9.4K
$281K
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-4.98K- 41.85% |
$128K - $155K
|
6.92K
$207K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-6.87K- 99.55% |
$176K - $213K
|
31
$926
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
331New |
$8.49K - $10.3K
|
331
$9.88K
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-957- 32.82% |
$24.5K - $29.7K
|
1.96K
$58.5K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
23.1KNew |
$593K - $717K
|
23.1K
$690K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-59- 1.99% |
$1.51K - $1.83K
|
2.9K
$86.6K
|
|
| Q2 2023 | |||||||
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-20.4KClosed |
$506K - $576K
|
0
$0
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
42KNew |
$1.04M - $1.19M
|
42K
$1.25M
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.8KNew |
$269K - $305K
|
10.8K
$323K
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-115K- 85.2% |
$2.86M - $3.25M
|
20K
$597K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-19- 0.41% |
$472 - $537
|
4.63K
$138K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.16% |
$24.8 - $28.2
|
615
$18.4K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-11K- 34.83% |
$272K - $310K
|
20.5K
$613K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-1.76KClosed |
$43.7K - $49.7K
|
0
$0
|
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-5.05K- 88.12% |
$125K - $142K
|
680
$20.3K
|
|
| Q1 2023 | |||||||
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
300New |
$7.46K - $9.05K
|
300
$8.96K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
12.5KNew |
$312K - $378K
|
12.5K
$375K
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-87- 0.96% |
$2.16K - $2.62K
|
8.98K
$268K
|
|