Purchases and Sales Made in Q2 2025 in First Tr Exchange Traded Fd Vi (AFSM)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Vi (AFSM) during Q2 2025. The information is specifically focused on institutions that hold shares of FIRST TR EXCHANGE-TRADED FD VI.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
104KNew |
$2.58M - $3.1M
|
104K
$3.15M
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
58.5KNew |
$1.45M - $1.75M
|
58.5K
$1.78M
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
35.3K+ 14.2% |
$876K - $1.06M
|
284K
$8.62M
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
33.7K+ 13.88% |
$836K - $1.01M
|
277K
$8.4M
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
15.9KNew |
$396K - $477K
|
15.9K
$484K
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.95KNew |
$197K - $238K
|
7.95K
$241K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2KNew |
$49.6K - $59.8K
|
2K
$60.7K
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.8K+ 3.0% |
$44.7K - $53.8K
|
61.9K
$1.88M
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.31K+ 9.4% |
$32.5K - $39.1K
|
15.2K
$462K
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
535+ 3.25% |
$13.3K - $16K
|
17K
$516K
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.6K- 18.71% |
$39.7K - $47.8K
|
6.95K
$211K
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-16.7K- 54.74% |
$414K - $499K
|
13.8K
$419K
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-26K- 25.35% |
$644K - $776K
|
76.5K
$2.32M
|