Institutional Ownership First Tr Exchange Traded Fd Vi (AFSM)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Vi (AFSM). We have compiled data on the 23 institutions that hold shares in the stock, with a total of 1.08 Million shares, which have been reported (via 13F filing form) to have a value of $31.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
248,780
shares
|
$7.23 Million
0.0% of portfolio
|
Q1 2025
Added 12.74%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
242,968
shares
|
$7.06 Million
0.01% of portfolio
|
Q1 2025
Added 10.55%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
117,177
shares
|
$3.41 Million
0.02% of portfolio
|
Q1 2025
Added 4.45%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
102,445
shares
|
$2.98 Million
0.96% of portfolio
|
Q1 2025
Reduced 7.33%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
60,079
shares
|
$1.75 Million
0.0% of portfolio
|
Q1 2025
Added 6.2%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
59,481
shares
|
$1.73 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
32,361
shares
|
$940,734
0.03% of portfolio
|
Q1 2025
Added 24.9%
|
|
|
Bka Wealth Consulting, Inc.
|
May 02, 2025 Q1 2025 |
30,626
shares
|
$890,297
0.94% of portfolio
|
Q1 2025
Reduced 42.02%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Apr 22, 2025 Q1 2025 |
30,501
shares
|
$886,664
0.24% of portfolio
|
Q1 2025
Added 16.29%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
22,744
shares
|
$661,168
0.0% of portfolio
|
Q4 2024
Reduced 18.17%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
22,647
shares
|
$658,348
0.02% of portfolio
|
Q1 2025
Added 712.3%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
21,451
shares
|
$623,580
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
17,876
shares
|
$519,655
0.0% of portfolio
|
Q1 2025
Added 14.12%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
16,718
shares
|
$485,992
0.01% of portfolio
|
Q1 2025
Reduced 9.39%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
16,482
shares
|
$479,131
0.04% of portfolio
|
Q1 2025
Reduced 9.57%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
13,923
shares
|
$404,741
0.02% of portfolio
|
Q1 2025
Added 101.23%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
8,860
shares
|
$257,560
0.02% of portfolio
|
Q1 2025
Added 9.72%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
8,546
shares
|
$248,432
0.01% of portfolio
|
Q1 2025
Reduced 11.4%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
5,875
shares
|
$170,786
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
1,215
shares
|
$35,320
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
1,206
shares
|
$35,058
0.0% of portfolio
|
Q1 2025
Added 20.6%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
150
shares
|
$4,360
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|