Purchases and Sales Made in Q4 2023 in First Tr ETF Vi Nasdaq Oil & G (FTXN)
This table provides information about the institutional ownership of First Tr ETF Vi Nasdaq Oil & G (FTXN) during Q4 2023. The information is specifically focused on institutions that hold shares of FIRST TR ETF VI NASDAQ OIL & G.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.61M+ 1550.74% |
$43.9M - $50M
|
1.72M
$53.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
129K+ 110.62% |
$3.52M - $4.01M
|
247K
$7.67M
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
82.7K+ 513.46% |
$2.25M - $2.56M
|
98.8K
$3.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
62.6K+ 247.25% |
$1.7M - $1.94M
|
87.9K
$2.74M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
50.9K+ 4.99% |
$1.38M - $1.58M
|
1.07M
$33.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
44.6KNew |
$1.21M - $1.38M
|
44.6K
$1.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
41.4K+ 14.18% |
$1.13M - $1.28M
|
333K
$10.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
33.5K+ 79.81% |
$911K - $1.04M
|
75.4K
$2.34M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
20.3KNew |
$554K - $630K
|
20.3K
$633K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
20.3K+ 2034300.0% |
$554K - $630K
|
20.3K
$633K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17.4K+ 94.0% |
$474K - $539K
|
35.9K
$1.12M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
17.2K+ 139.82% |
$469K - $533K
|
29.6K
$919K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
16.9K+ 70.27% |
$459K - $522K
|
40.9K
$1.27M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
15.7K+ 39255.0% |
$427K - $486K
|
15.7K
$490K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14.8K+ 50.57% |
$403K - $459K
|
44.1K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.84KNew |
$241K - $274K
|
8.84K
$275K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.28K+ 15.95% |
$225K - $256K
|
60.2K
$1.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8.26K+ 110.05% |
$225K - $256K
|
15.8K
$490K
|
|
|
Jan 30, 2024
Q4 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
8.15K+ 22.0% |
$222K - $252K
|
45.2K
$1.41M
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
7.43KNew |
$202K - $230K
|
7.43K
$231K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.36K+ 25.02% |
$200K - $228K
|
36.8K
$1.14M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.33KNew |
$200K - $227K
|
7.33K
$228K
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
5.5K+ 64.71% |
$150K - $170K
|
14K
$436K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.43K+ 43.11% |
$148K - $168K
|
18K
$561K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
5.18K+ 8.78% |
$141K - $160K
|
64.2K
$2M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.09K+ 10.69% |
$111K - $126K
|
42.3K
$1.32M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.65K+ 7.39% |
$99.5K - $113K
|
53.1K
$1.65M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.37KNew |
$91.6K - $104K
|
3.37K
$105K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2.18KNew |
$59.4K - $67.6K
|
2.18K
$67.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.88K+ 20.32% |
$51.1K - $58.1K
|
11.1K
$346K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.59K+ 17.87% |
$43.2K - $49.2K
|
10.5K
$326K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.48K+ 17.83% |
$40.2K - $45.8K
|
9.77K
$304K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.45KNew |
$39.5K - $44.9K
|
1.45K
$45.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.42K+ 16.29% |
$38.6K - $43.9K
|
10.1K
$315K
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.11K+ 5.55% |
$30.3K - $34.5K
|
21.2K
$659K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.11KNew |
$30.1K - $34.2K
|
1.11K
$34.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.07K+ 3.53% |
$29.2K - $33.2K
|
31.5K
$979K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
952+ 3.82% |
$25.9K - $29.5K
|
25.9K
$806K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
943+ 19.56% |
$25.7K - $29.2K
|
5.76K
$179K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
940+ 2.83% |
$25.6K - $29.1K
|
34.1K
$1.06M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
349+ 24.39% |
$9.5K - $10.8K
|
1.78K
$55.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
275+ 2.39% |
$7.49K - $8.51K
|
11.8K
$366K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
274+ 2.97% |
$7.46K - $8.48K
|
9.51K
$296K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
235+ 1.66% |
$6.4K - $7.28K
|
14.4K
$448K
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
215+ 1.23% |
$5.85K - $6.66K
|
17.7K
$551K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
206New |
$5.61K - $6.38K
|
206
$6.41K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
171+ 7.62% |
$4.65K - $5.29K
|
2.42K
$75.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
130New |
$3.54K - $4.02K
|
130
$4.04K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
57+ 0.44% |
$1.55K - $1.76K
|
13.1K
$407K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
25New |
$681 - $774
|
25
$778
|