Purchases and Sales Made in Q1 2025 in Vaneck ETF Tr Investment Grade (FLTR)
This table provides information about the institutional ownership of Vaneck ETF Tr Investment Grade (FLTR) during Q1 2025. The information is specifically focused on institutions that hold shares of VANECK ETF TR INVESTMENT GRADE.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-703- 1.69% |
$17.9K - $18K
|
40.9K
$1.04M
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-800- 6.67% |
$20.4K - $20.5K
|
11.2K
$285K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-909- 3.0% |
$23.1K - $23.3K
|
29.4K
$749K
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-990- 1.51% |
$25.2K - $25.3K
|
64.6K
$1.65M
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-1.2K- 2.47% |
$30.6K - $30.7K
|
47.5K
$1.21M
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.47K- 2.65% |
$37.5K - $37.7K
|
54.2K
$1.38M
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.79K- 6.63% |
$45.4K - $45.7K
|
25.2K
$641K
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.97K- 6.46% |
$50.2K - $50.5K
|
28.6K
$727K
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2K- 7.25% |
$50.9K - $51.2K
|
25.6K
$652K
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-2.07K- 2.02% |
$52.5K - $52.8K
|
100K
$2.54M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.83K- 4.2% |
$72K - $72.4K
|
64.6K
$1.64M
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-4.02K- 3.52% |
$102K - $103K
|
110K
$2.8M
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-4.13K- 21.57% |
$105K - $106K
|
15K
$382K
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-5.07K- 20.51% |
$129K - $130K
|
19.6K
$500K
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-5.19K- 26.25% |
$132K - $133K
|
14.6K
$371K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.91K- 3.26% |
$150K - $151K
|
175K
$4.46M
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-7.17K- 5.89% |
$182K - $183K
|
114K
$2.91M
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-7.7K- 1.34% |
$196K - $197K
|
567K
$14.4M
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-7.78K- 16.82% |
$198K - $199K
|
38.5K
$979K
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-8.17K- 9.51% |
$208K - $209K
|
77.7K
$1.98M
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-8.33K- 41.1% |
$212K - $213K
|
11.9K
$304K
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-8.51K- 32.83% |
$217K - $218K
|
17.4K
$443K
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-9.28K- 21.75% |
$236K - $237K
|
33.4K
$850K
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-9.38K- 30.5% |
$239K - $240K
|
21.4K
$544K
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-10.6K- 53.49% |
$271K - $272K
|
9.26K
$236K
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-16.5K- 33.21% |
$421K - $423K
|
33.3K
$847K
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-18.6K- 65.99% |
$473K - $476K
|
9.58K
$244K
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-19.7K- 37.75% |
$502K - $505K
|
32.5K
$829K
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-21.4K- 90.41% |
$545K - $548K
|
2.27K
$57.9K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-23.2K- 39.12% |
$590K - $593K
|
36.1K
$919K
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-24.7K- 33.52% |
$629K - $632K
|
49K
$1.25M
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-29.5K- 9.99% |
$750K - $755K
|
266K
$6.77M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-31.9K- 15.08% |
$811K - $816K
|
180K
$4.57M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-31.9K- 2.75% |
$812K - $816K
|
1.13M
$28.8M
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-37.7K- 99.08% |
$959K - $964K
|
350
$8.91K
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-38K- 49.33% |
$966K - $971K
|
39K
$993K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-40K- 54.05% |
$1.02M - $1.02M
|
34K
$867K
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-41.3K- 8.87% |
$1.05M - $1.06M
|
425K
$10.8M
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-42.5K- 39.31% |
$1.08M - $1.09M
|
65.7K
$1.67M
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-43.1K- 4.14% |
$1.1M - $1.1M
|
997K
$25.4M
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-43.8K- 56.38% |
$1.11M - $1.12M
|
33.9K
$862K
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-44.3K- 46.1% |
$1.13M - $1.13M
|
51.8K
$1.32M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-57.6K- 2.48% |
$1.47M - $1.47M
|
2.26M
$57.6M
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-67.2K- 45.46% |
$1.71M - $1.72M
|
80.7K
$2.05M
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-77.3K- 31.03% |
$1.97M - $1.98M
|
172K
$4.38M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-86.7K- 30.37% |
$2.2M - $2.22M
|
199K
$5.06M
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-97.9K- 23.55% |
$2.49M - $2.5M
|
318K
$8.09M
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-113K- 16.01% |
$2.87M - $2.88M
|
591K
$15.1M
|
|
Apr 22, 2025
Q1 2025
|
Systelligence, LLC
|
SELL
|
- |
-118K- 26.18% |
$3.01M - $3.03M
|
334K
$8.49M
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-240K- 42.97% |
$6.11M - $6.14M
|
319K
$8.11M
|