Purchases and Sales Made in Q4 2024 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 2024. 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, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
14.2K+ 49.28% |
$391K - $461K
|
43.1K
$1.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
13.7KNew |
$376K - $443K
|
13.7K
$401K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
12.1KNew |
$334K - $393K
|
12.1K
$356K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
8.15KNew |
$224K - $264K
|
8.15K
$239K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.62K+ 30.6% |
$127K - $150K
|
19.7K
$578K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
3.58K+ 2.87% |
$98.3K - $116K
|
128K
$3.77M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.63K+ 15.27% |
$44.8K - $52.8K
|
12.3K
$361K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.58KNew |
$43.3K - $51K
|
1.58K
$46.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.5K+ 108.12% |
$41.3K - $48.7K
|
2.9K
$84.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.5K+ 10.71% |
$41.2K - $48.6K
|
15.5K
$455K
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
866+ 11.61% |
$23.8K - $28K
|
8.32K
$244K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
280New |
$7.69K - $9.06K
|
280
$8.22K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
271+ 2.16% |
$7.45K - $8.77K
|
12.8K
$376K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
201New |
$5.52K - $6.51K
|
201
$5.9K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
149+ 0.54% |
$4.09K - $4.82K
|
27.9K
$818K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
37+ 0.52% |
$1.02K - $1.2K
|
7.16K
$210K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 2.63% |
$27.5 - $32.4
|
39
$1.14K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-17- 20.48% |
$467 - $550
|
66
$1.94K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-120- 0.35% |
$3.3K - $3.88K
|
34.4K
$1.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-341- 1.97% |
$9.37K - $11K
|
16.9K
$497K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-1.07K- 11.27% |
$29.4K - $34.7K
|
8.43K
$247K
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-1.62K- 14.27% |
$44.5K - $52.4K
|
9.74K
$286K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.55K- 20.18% |
$125K - $147K
|
18K
$528K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.58K- 99.91% |
$181K - $213K
|
6
$176
|
|
|
Jan 30, 2025
Q4 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-7.31K- 15.79% |
$201K - $237K
|
39K
$1.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.1K- 17.29% |
$278K - $327K
|
48.4K
$1.42M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-4.11M- 98.61% |
$113M - $133M
|
58K
$1.7M
|