Purchases and Sales Made in Q3 2023 in First Tr Exchange Trded Fd Vi (FID)
This table provides information about the institutional ownership of First Tr Exchange Trded Fd Vi (FID) during Q3 2023. The information is specifically focused on institutions that hold shares of FIRST TR EXCHANGE-TRDED FD VI .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
183K+ 41.25% |
$2.68M - $2.91M
|
625K
$10.7M
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
144KNew |
$2.12M - $2.3M
|
144K
$2.46M
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
141KNew |
$2.07M - $2.25M
|
141K
$2.41M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
113K+ 97.41% |
$1.66M - $1.81M
|
230K
$3.92M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
86.7KNew |
$1.27M - $1.38M
|
86.7K
$1.48M
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
44.1K+ 324.06% |
$647K - $703K
|
57.7K
$986K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
33.7K+ 18.31% |
$495K - $538K
|
218K
$3.73M
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
33.5KNew |
$492K - $534K
|
33.5K
$573K
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
17.2K+ 10.98% |
$253K - $275K
|
174K
$2.98M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
15KNew |
$221K - $240K
|
15K
$257K
|
|
Nov 14, 2023
Q3 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
14.2KNew |
$208K - $226K
|
14.2K
$243K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.1K+ 12.56% |
$208K - $225K
|
127K
$2.17M
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
10.5KNew |
$154K - $168K
|
10.5K
$180K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.47K+ 35.35% |
$80.3K - $87.2K
|
20.9K
$358K
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
4.25K+ 54.23% |
$62.4K - $67.8K
|
12.1K
$207K
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
3.68K+ 31.06% |
$53.9K - $58.6K
|
15.5K
$265K
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.58K+ 10.53% |
$37.9K - $41.2K
|
27.1K
$464K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.35K+ 22.95% |
$34.5K - $37.4K
|
12.6K
$215K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.69K+ 5.9% |
$24.8K - $26.9K
|
30.2K
$517K
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
421+ 38.31% |
$6.18K - $6.71K
|
1.52K
$26K
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
420New |
$6.17K - $6.69K
|
420
$7.18K
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
214+ 7.75% |
$3.14K - $3.41K
|
2.98K
$50.9K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
91+ 71.09% |
$1.34K - $1.45K
|
219
$3.74K
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
24+ 0.86% |
$352 - $383
|
2.81K
$48.1K
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11+ 0.09% |
$161 - $175
|
12.3K
$210K
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 50.0% |
$14.7 - $15.9
|
1
$17.1
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-4- 0.11% |
$58.7 - $63.8
|
3.69K
$63K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-138- 1.27% |
$2.03K - $2.2K
|
10.8K
$184K
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-300- 2.55% |
$4.4K - $4.78K
|
11.5K
$196K
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-375- 0.43% |
$5.51K - $5.98K
|
87.8K
$1.5M
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-417- 0.84% |
$6.12K - $6.65K
|
49.3K
$843K
|
|
Nov 07, 2023
Q3 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-1.07K- 9.27% |
$15.8K - $17.1K
|
10.5K
$180K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.35K- 52.75% |
$19.7K - $21.4K
|
1.21K
$20.6K
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.35K- 11.15% |
$19.8K - $21.5K
|
10.7K
$183K
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2K- 12.74% |
$29.4K - $31.9K
|
13.7K
$234K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.2K- 39.71% |
$32.3K - $35.1K
|
3.34K
$57.1K
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.5K- 6.1% |
$36.7K - $39.9K
|
38.5K
$658K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.77K- 1.38% |
$55.3K - $60K
|
269K
$4.61M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.83K- 17.59% |
$85.5K - $92.9K
|
27.3K
$467K
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.67K- 27.14% |
$142K - $154K
|
26K
$444K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.1K- 3.99% |
$148K - $161K
|
243K
$4.15M
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-17.8K- 15.26% |
$262K - $284K
|
98.9K
$1.69M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-22.9K- 28.53% |
$336K - $365K
|
57.3K
$980K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-42.1K- 17.16% |
$619K - $672K
|
203K
$3.48M
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-202K- 68.93% |
$2.97M - $3.22M
|
91.1K
$1.56M
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-500K- 99.33% |
$7.34M - $7.97M
|
3.39K
$58K
|