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 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
19+ 0.74% |
$517 - $588
|
2.57K
$79K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
18+ 0.14% |
$490 - $557
|
13K
$400K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
9New |
$245 - $279
|
9
$276
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
9New |
$245 - $279
|
9
$276
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-16- 16.33% |
$436 - $495
|
82
$2.52K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-33- 0.46% |
$898 - $1.02K
|
7.21K
$222K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-50- 28.57% |
$1.36K - $1.55K
|
125
$3.84K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-165- 1.55% |
$4.49K - $5.11K
|
10.5K
$322K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-263- 0.76% |
$7.16K - $8.14K
|
34.5K
$1.06M
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-279- 72.28% |
$7.59K - $8.64K
|
107
$3.29K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-282- 7.16% |
$7.68K - $8.73K
|
3.66K
$112K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-292- 2.59% |
$7.95K - $9.04K
|
11K
$338K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-300- 37.5% |
$8.17K - $9.29K
|
500
$15.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-440- 3.11% |
$12K - $13.6K
|
13.7K
$421K
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-448- 70.55% |
$12.2K - $13.9K
|
187
$5.74K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-585- 1.39% |
$15.9K - $18.1K
|
41.5K
$1.27M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-737- 4.68% |
$20.1K - $22.8K
|
15K
$461K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.36K- 7.39% |
$37.1K - $42.2K
|
17.1K
$525K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.45K- 3.64% |
$39.5K - $45K
|
38.4K
$1.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.45K- 0.96% |
$39.6K - $45K
|
149K
$4.59M
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.81K- 13.67% |
$49.2K - $55.9K
|
11.4K
$350K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-3.44K- 11.65% |
$93.7K - $107K
|
26.1K
$801K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-3.57K- 67.24% |
$97K - $110K
|
1.74K
$53.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-7.76K- 8.75% |
$211K - $240K
|
80.9K
$2.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.46K- 15.06% |
$230K - $262K
|
47.7K
$1.46M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.47K- 20.53% |
$231K - $262K
|
32.8K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11.6K- 32.28% |
$317K - $360K
|
24.4K
$749K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-14.3K- 49.34% |
$390K - $443K
|
14.7K
$452K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-14.4K- 29.13% |
$392K - $446K
|
35.1K
$1.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-15.2K- 50.89% |
$415K - $472K
|
14.7K
$452K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15.7K- 6.92% |
$428K - $487K
|
212K
$6.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-17.1K- 34.43% |
$465K - $529K
|
32.6K
$1M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-22.3K- 99.96% |
$608K - $692K
|
8
$246
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-32.4K- 95.24% |
$883K - $1M
|
1.62K
$49.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-40.8K- 4.31% |
$1.11M - $1.26M
|
906K
$27.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-96.4K- 60.33% |
$2.62M - $2.99M
|
63.4K
$1.95M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-276K- 41.36% |
$7.51M - $8.54M
|
391K
$12M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-569K- 34.69% |
$15.5M - $17.6M
|
1.07M
$32.9M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.66M- 96.47% |
$45.1M - $51.3M
|
60.7K
$1.86M
|