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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-300- 37.5% |
$8.17K - $9.29K
|
500
$14.4K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.11KNew |
$30.1K - $34.2K
|
1.11K
$31.7K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-4.98K- 41.85% |
$128K - $155K
|
6.92K
$199K
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
331New |
$8.49K - $10.3K
|
331
$9.51K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-6.87K- 99.55% |
$176K - $213K
|
31
$890
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-957- 32.82% |
$24.5K - $29.7K
|
1.96K
$56.3K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
23.1KNew |
$593K - $717K
|
23.1K
$663K
|
|
|
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
$83.3K
|
|
| 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
$1.21M
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.8KNew |
$269K - $305K
|
10.8K
$311K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-19- 0.41% |
$472 - $537
|
4.63K
$133K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.16% |
$24.8 - $28.2
|
615
$17.7K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-11K- 34.83% |
$272K - $310K
|
20.5K
$589K
|
|
|
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
$19.5K
|
|
| Q1 2023 | |||||||
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
300New |
$7.46K - $9.05K
|
300
$8.62K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
12.5KNew |
$312K - $378K
|
12.5K
$360K
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
12.2KNew |
$305K - $369K
|
12.2K
$352K
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-87- 0.96% |
$2.16K - $2.62K
|
8.98K
$258K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
15.2K+ 44.74% |
$379K - $460K
|
49.3K
$1.42M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
8.34KNew |
$207K - $251K
|
8.34K
$239K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
27.7KNew |
$690K - $836K
|
27.7K
$796K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.46K- 12.02% |
$86.1K - $104K
|
25.3K
$728K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.04K+ 14.07% |
$25.8K - $31.2K
|
8.39K
$241K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
734New |
$18.3K - $22.1K
|
734
$21.1K
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
37New |
$921 - $1.12K
|
37
$1.06K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
439New |
$10.9K - $13.2K
|
439
$12.6K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.7% |
$24.9 - $30.2
|
144
$4.14K
|
|
|
Apr 19, 2023
Q1 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
1.42KNew |
$35.4K - $42.9K
|
1.42K
$40.8K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-600Closed |
$14.9K - $18.1K
|
0
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-25.1K- 76.09% |
$625K - $757K
|
7.89K
$227K
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
11.5KNew |
$286K - $346K
|
11.5K
$330K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
167New |
$4.15K - $5.04K
|
167
$4.8K
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
3.77K+ 33.87% |
$93.9K - $114K
|
14.9K
$428K
|
|
| Q4 2022 | |||||||
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
9.36KNew |
$243K - $296K
|
9.36K
$269K
|
|
|
Feb 14, 2023
Q4 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
4.61K+ 0.66% |
$120K - $146K
|
707K
$20.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
252+ 22.38% |
$6.54K - $7.96K
|
1.38K
$39.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.03K- 7.07% |
$26.7K - $32.4K
|
13.5K
$388K
|
|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-373- 0.12% |
$9.68K - $11.8K
|
321K
$9.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
55.7KNew |
$1.45M - $1.76M
|
55.7K
$1.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
687New |
$17.8K - $21.7K
|
687
$19.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.09M- 96.42% |
$28.4M - $34.5M
|
40.5K
$1.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
16.2KNew |
$419K - $510K
|
16.2K
$464K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
12.6KNew |
$327K - $398K
|
12.6K
$362K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-2.15K- 87.71% |
$55.8K - $67.9K
|
301
$8.64K
|
|
|
Feb 13, 2023
Q4 2022
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
5.23K+ 4.74% |
$136K - $165K
|
115K
$3.32M
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.21M+ 5.18% |
$31.5M - $38.3M
|
24.6M
$707M
|
|
|
Feb 09, 2023
Q4 2022
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-12- 0.03% |
$312 - $379
|
37.6K
$1.08M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
670+ 0.71% |
$17.4K - $21.2K
|
94.7K
$2.72M
|
|