Latest Institutional Transactions on First Tr ETF Vi Nasdaq Bk ETF (FTXO)
This table provides information on the latest institutional transactions involving First Tr ETF Vi Nasdaq Bk ETF (FTXO) 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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.58K+ 17.78% |
$31.9K - $46.6K
|
10.5K
$320K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-332- 50.15% |
$6.71K - $9.79K
|
330
$10.1K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
17+ 0.67% |
$344 - $502
|
2.54K
$77.7K
|
|
|
Apr 17, 2023
Q1 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-2.2K- 16.42% |
$44.4K - $64.8K
|
11.2K
$343K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
530New |
$10.7K - $15.6K
|
530
$16.2K
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
BUY
|
- |
21.7KNew |
$438K - $639K
|
21.7K
$663K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-60- 0.55% |
$1.21K - $1.77K
|
10.8K
$329K
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
16+ 22.54% |
$409 - $468
|
87
$2.66K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.01KNew |
$205K - $234K
|
8.01K
$245K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-265- 20.53% |
$6.78K - $7.75K
|
1.03K
$31.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
984New |
$25.2K - $28.8K
|
984
$30.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-12K- 54.55% |
$307K - $351K
|
10K
$306K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
10.1KNew |
$259K - $296K
|
10.1K
$309K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
955New |
$24.4K - $27.9K
|
955
$29.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.14K+ 13.84% |
$29.2K - $33.4K
|
9.38K
$287K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
730New |
$18.7K - $21.4K
|
730
$22.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Concentrum Wealth Management
|
SELL
|
- |
-4.91K- 38.31% |
$126K - $144K
|
7.9K
$242K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
34New |
$864 - $1.04K
|
34
$1.04K
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-188- 1.59% |
$4.78K - $5.72K
|
11.6K
$356K
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
3.18K+ 415.4% |
$80.9K - $96.9K
|
3.95K
$121K
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
17.1KNew |
$434K - $520K
|
17.1K
$522K
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.39KNew |
$213K - $256K
|
8.39K
$257K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
97New |
$2.47K - $2.95K
|
97
$2.97K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
407New |
$10.3K - $12.4K
|
407
$12.5K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
568+ 5.7% |
$14.4K - $17.3K
|
10.5K
$323K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
279New |
$7.09K - $8.5K
|
279
$8.54K
|
|
|
Oct 12, 2022
Q3 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
10.2KNew |
$260K - $311K
|
10.2K
$313K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-20Closed |
$516 - $628
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-145Closed |
$3.74K - $4.55K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
94+ 162.07% |
$2.43K - $2.95K
|
152
$4.65K
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-7.12K- 46.01% |
$184K - $224K
|
8.36K
$256K
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-14.1KClosed |
$364K - $443K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-100Closed |
$2.58K - $3.14K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-11.2KClosed |
$289K - $352K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
22New |
$568 - $691
|
22
$673
|
|
|
Aug 04, 2022
Q2 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-7.02KClosed |
$181K - $220K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
453New |
$11.7K - $14.2K
|
453
$13.9K
|
|
|
Aug 02, 2022
Q2 2022
|
Q3 Asset Management
|
SELL
|
- |
-238KClosed |
$6.14M - $7.47M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
101New |
$2.61K - $3.17K
|
101
$3.09K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
468New |
$12.1K - $14.7K
|
468
$14.3K
|
|
|
Jul 20, 2022
Q2 2022
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-125K- 92.43% |
$3.22M - $3.92M
|
10.2K
$313K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.21KNew |
$31.3K - $38.1K
|
1.21K
$37.1K
|
|
|
Jul 13, 2022
Q2 2022
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-134KClosed |
$3.45M - $4.2M
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-5.54KClosed |
$143K - $174K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-7.5KClosed |
$193K - $235K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-2.96KClosed |
$76.3K - $92.9K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-700Closed |
$21.6K - $25.9K
|
0
$0
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.6KClosed |
$49.4K - $59.2K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
769New |
$23.8K - $28.5K
|
769
$23.5K
|
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-414Closed |
$12.8K - $15.3K
|
0
$0
|
|