Purchases and Sales Made in Q1 2025 in American Centy ETF Tr Focused (FLV)
This table provides information about the institutional ownership of American Centy ETF Tr Focused (FLV) during Q1 2025. The information is specifically focused on institutions that hold shares of AMERICAN CENTY ETF TR FOCUSED .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
130KNew |
$8.56M - $9.22M
|
130K
$8.92M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
23K+ 143.27% |
$1.51M - $1.63M
|
39.1K
$2.68M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
8.56K+ 13.98% |
$562K - $606K
|
69.7K
$4.78M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
7.05K+ 121.13% |
$463K - $499K
|
12.9K
$881K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.42KNew |
$422K - $455K
|
6.42K
$440K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.1K+ 21.85% |
$401K - $432K
|
34K
$2.33M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.79K+ 55.63% |
$249K - $268K
|
10.6K
$726K
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
3.37KNew |
$222K - $239K
|
3.37K
$231K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.93KNew |
$192K - $207K
|
2.93K
$201K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.35K+ 0.41% |
$155K - $167K
|
574K
$39.3M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.33K+ 100.87% |
$153K - $165K
|
4.64K
$318K
|
|
|
Apr 21, 2025
Q1 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
1.61K+ 2.92% |
$106K - $114K
|
56.7K
$3.89M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.45K+ 34.3% |
$95.4K - $103K
|
5.69K
$389K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
1.23K+ 6.28% |
$80.6K - $86.8K
|
20.7K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.06K+ 254.83% |
$69.3K - $74.7K
|
1.47K
$101K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
1.01KNew |
$66.2K - $71.4K
|
1.01K
$69K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
838+ 27.03% |
$55.1K - $59.3K
|
3.94K
$270K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
729+ 1.77% |
$47.9K - $51.6K
|
42K
$2.88M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
560+ 0.84% |
$36.8K - $39.7K
|
67.5K
$4.62M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
385+ 0.72% |
$25.3K - $27.3K
|
54.2K
$3.71M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
101New |
$6.64K - $7.15K
|
101
$6.92K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
101+ 2.75% |
$6.64K - $7.15K
|
3.77K
$259K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
98+ 8.83% |
$6.44K - $6.94K
|
1.21K
$82.7K
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
10+ 0.0% |
$657 - $708
|
1M
$68.7M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-64- 1.39% |
$4.21K - $4.53K
|
4.55K
$312K
|
|
|
May 12, 2025
Q1 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-220- 2.58% |
$14.5K - $15.6K
|
8.31K
$569K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-723- 22.78% |
$47.5K - $51.2K
|
2.45K
$168K
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-925- 10.45% |
$60.8K - $65.5K
|
7.93K
$543K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.47K- 1.5% |
$557K - $600K
|
555K
$38M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-12.1K- 17.85% |
$793K - $854K
|
55.5K
$3.8M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-56.8K- 79.95% |
$3.73M - $4.02M
|
14.2K
$975K
|