Purchases and Sales Made in Q1 2023 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 2023. 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 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
371K+ 34.92% |
$11.7M - $13.4M
|
1.43M
$52M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
32.5K+ 19.52% |
$1.02M - $1.17M
|
199K
$7.21M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
29.7K+ 35.45% |
$937K - $1.07M
|
113K
$4.11M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.8K+ 116.27% |
$815K - $932K
|
48.1K
$1.74M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
22.1KNew |
$697K - $796K
|
22.1K
$801K
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
19.8KNew |
$626K - $715K
|
19.8K
$719K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19.4KNew |
$613K - $701K
|
19.4K
$705K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
12.1KNew |
$381K - $435K
|
12.1K
$438K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.21K+ 64.53% |
$259K - $296K
|
20.9K
$759K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4.96K+ 5.63% |
$157K - $179K
|
93.1K
$3.38M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.69K+ 0.53% |
$117K - $133K
|
694K
$25.2M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.49K+ 54.14% |
$110K - $126K
|
9.95K
$361K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.9KNew |
$91.5K - $105K
|
2.9K
$105K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.87K+ 1.46% |
$59.1K - $67.5K
|
130K
$4.71M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.75K+ 15.9% |
$55.2K - $63.1K
|
12.8K
$463K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.29K+ 5.31% |
$40.7K - $46.5K
|
25.6K
$928K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.24K+ 1235.0% |
$39K - $44.5K
|
1.34K
$48.4K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
710New |
$22.4K - $25.6K
|
710
$25.8K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
707+ 3.23% |
$22.3K - $25.5K
|
22.6K
$820K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
378+ 0.21% |
$11.9K - $13.6K
|
183K
$6.63M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
267New |
$8.43K - $9.63K
|
267
$9.68K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
253New |
$7.98K - $9.12K
|
253
$9.18K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
200+ 0.85% |
$6.31K - $7.21K
|
23.6K
$857K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
99New |
$3.12K - $3.57K
|
99
$3.59K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
20+ 0.48% |
$631 - $721
|
4.2K
$152K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
17+ 0.12% |
$537 - $613
|
13.6K
$494K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
7+ 0.11% |
$221 - $252
|
6.26K
$227K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.29% |
$31.6 - $36.1
|
350
$12.7K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 08, 2023
Q1 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-40- 0.25% |
$1.26K - $1.44K
|
15.9K
$577K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-150- 6.05% |
$4.73K - $5.41K
|
2.33K
$84.5K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-175- 0.59% |
$5.52K - $6.31K
|
29.4K
$1.07M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-205- 1.28% |
$6.47K - $7.39K
|
15.8K
$573K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-541- 2.3% |
$17.1K - $19.5K
|
23K
$835K
|
|
|
May 01, 2023
Q1 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-767- 8.84% |
$24.2K - $27.7K
|
7.91K
$287K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.47K- 69.41% |
$46.3K - $52.9K
|
646
$23.4K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.47K- 69.41% |
$46.3K - $52.9K
|
646
$23.4K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.53K- 3.54% |
$48.1K - $55K
|
41.5K
$1.51M
|
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1.56K- 39.51% |
$49.2K - $56.3K
|
2.39K
$86.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.12K- 4.73% |
$66.8K - $76.3K
|
42.7K
$1.55M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-2.21K- 35.58% |
$69.7K - $79.6K
|
4K
$145K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3.5K- 13.74% |
$110K - $126K
|
22K
$797K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.82K- 81.3% |
$120K - $138K
|
878
$31.8K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.9K- 11.07% |
$123K - $141K
|
31.4K
$1.14M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.35K- 19.97% |
$137K - $157K
|
17.4K
$632K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.88K- 6.8% |
$249K - $284K
|
108K
$3.92M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-14.2K- 10.74% |
$448K - $512K
|
118K
$4.28M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-22.5K- 5.39% |
$709K - $810K
|
394K
$14.3M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-29.1K- 6.61% |
$919K - $1.05M
|
411K
$14.9M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-44.4K- 22.38% |
$1.4M - $1.6M
|
154K
$5.59M
|