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 21 institutions that hold shares in the stock, with a total of 984,323 shares, which have been reported (via 13F filing form) to have a value of $28.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
220,664
shares
|
$6.44 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
219,786
shares
|
$6.42 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
112,187
shares
|
$3.27 Million
0.02% of portfolio
|
Q4 2024
Added 15926.71%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
110,543
shares
|
$3.23 Million
1.19% of portfolio
|
Q4 2024
Reduced 11.89%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
61,925
shares
|
$1.81 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
56,574
shares
|
$1.65 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bka Wealth Consulting, Inc.
|
Jan 13, 2025 Q4 2024 |
52,824
shares
|
$1.54 Million
1.77% of portfolio
|
Q4 2024
Added 60.92%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
26,229
shares
|
$765,624
0.17% of portfolio
|
Q4 2024
Added 177.7%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
25,909
shares
|
$756,283
0.02% of portfolio
|
Q4 2024
Added 57.17%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
18,450
shares
|
$538,555
0.01% of portfolio
|
Q1 2024
Added 3.79%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
18,227
shares
|
$532,046
0.05% of portfolio
|
Q4 2024
Added 11.86%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
16,263
shares
|
$474,716
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
15,664
shares
|
$457,232
0.0% of portfolio
|
Q4 2024
Added 137.41%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
9,646
shares
|
$281,566
0.01% of portfolio
|
Q4 2024
Added 6.64%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
8,075
shares
|
$235,709
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
6,919
shares
|
$201,965
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
2,788
shares
|
$81,381
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
1,000
shares
|
$29,190
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
500
shares
|
$14,595
0.0% of portfolio
|
Q4 2024
Reduced 23.08%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
150
shares
|
$4,378
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|