Purchases and Sales Made in Q1 2022 in First Tr Exche Trd Fd Vi Dorse (FVC)
This table provides information about the institutional ownership of First Tr Exche Trd Fd Vi Dorse (FVC) during Q1 2022. The information is specifically focused on institutions that hold shares of FIRST TR EXCHE-TRD FD VI DORSE.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
47.1KNew |
$1.63M - $1.82M
|
47.1K
$1.75M
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
34.9KNew |
$1.2M - $1.34M
|
34.9K
$1.29M
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.3K+ 190.58% |
$908K - $1.01M
|
40.2K
$1.49M
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24.4K+ 64.5% |
$842K - $940K
|
62.2K
$2.31M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
22.4K+ 3.27% |
$774K - $864K
|
708K
$26.3M
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
13.2K+ 12.85% |
$457K - $510K
|
116K
$4.31M
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.4K+ 9.22% |
$394K - $440K
|
135K
$5.02M
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.9K+ 11.65% |
$375K - $419K
|
104K
$3.86M
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10K+ 48.55% |
$345K - $386K
|
30.6K
$1.14M
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.85K+ 12.3% |
$236K - $264K
|
62.5K
$2.32M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.74K+ 47.83% |
$232K - $259K
|
20.8K
$772K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.42KNew |
$221K - $247K
|
6.42K
$238K
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.31KNew |
$218K - $243K
|
6.31K
$234K
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.79KNew |
$200K - $223K
|
5.79K
$215K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.05KNew |
$105K - $117K
|
3.05K
$113K
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.49K+ 17.19% |
$86K - $96K
|
17K
$630K
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.19KNew |
$41.1K - $45.9K
|
1.19K
$44.2K
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.14K+ 5.26% |
$39.1K - $43.7K
|
22.7K
$842K
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
900+ 0.72% |
$31K - $34.7K
|
127K
$4.69M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
774+ 5.95% |
$26.7K - $29.8K
|
13.8K
$511K
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
700New |
$24.1K - $27K
|
700
$26K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
405+ 53.08% |
$14K - $15.6K
|
1.17K
$43.3K
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
131+ 0.76% |
$4.52K - $5.04K
|
17.5K
$647K
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
52+ 0.3% |
$1.79K - $2K
|
17.7K
$654K
|
|
Apr 22, 2022
Q1 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
45+ 0.27% |
$1.55K - $1.73K
|
16.7K
$619K
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9+ 0.07% |
$310 - $347
|
12.2K
$454K
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-30- 1.2% |
$1.03K - $1.16K
|
2.48K
$91.9K
|
|
May 02, 2022
Q1 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-60- 1.34% |
$2.07K - $2.31K
|
4.41K
$163K
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-200Closed |
$6.9K - $7.7K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-282- 2.63% |
$9.72K - $10.9K
|
10.4K
$387K
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-292Closed |
$10.1K - $11.2K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-561- 8.59% |
$19.3K - $21.6K
|
5.97K
$221K
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-686- 1.71% |
$23.7K - $26.4K
|
39.3K
$1.46M
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-808- 68.3% |
$27.9K - $31.1K
|
375
$13.9K
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.12K- 8.5% |
$38.6K - $43.1K
|
12K
$447K
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.19K- 7.47% |
$40.9K - $45.6K
|
14.7K
$544K
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.35K- 3.56% |
$46.6K - $52K
|
36.6K
$1.36M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.7K- 5.94% |
$58.5K - $65.3K
|
26.9K
$996K
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.72K- 2.4% |
$59.1K - $66K
|
69.8K
$2.59M
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-2.32K- 10.8% |
$80K - $89.3K
|
19.2K
$710K
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.4K- 0.76% |
$82.7K - $92.3K
|
312K
$11.6M
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.64K- 38.85% |
$90.9K - $102K
|
4.15K
$154K
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.91K- 6.04% |
$100K - $112K
|
45.2K
$1.68M
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.1K- 2.19% |
$107K - $119K
|
138K
$5.13M
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.45K- 27.13% |
$119K - $133K
|
9.26K
$343K
|
|
May 16, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-3.86K- 26.26% |
$133K - $149K
|
10.8K
$402K
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.06K- 4.15% |
$140K - $156K
|
93.7K
$3.47M
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.35K- 5.29% |
$150K - $168K
|
78K
$2.89M
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.45K- 2.84% |
$153K - $171K
|
152K
$5.65M
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-4.54K- 0.99% |
$156K - $175K
|
454K
$16.8M
|