Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
35K+ 9.67% |
$1.12M - $1.21M
|
397K
$14.4M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22.6KNew |
$727K - $783K
|
22.6K
$821K
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
12KNew |
$385K - $415K
|
12K
$435K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
9.57K+ 11.24% |
$307K - $331K
|
94.7K
$3.43M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.14KNew |
$293K - $316K
|
9.14K
$332K
|
|
|
May 13, 2024
Q1 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
8.45KNew |
$271K - $292K
|
8.45K
$306K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.09K+ 1.07% |
$228K - $245K
|
669K
$24.3M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.76K+ 41.16% |
$217K - $234K
|
23.2K
$841K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.86K+ 1.45% |
$91.9K - $99K
|
200K
$7.27M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.96K+ 12.13% |
$62.8K - $67.7K
|
18.1K
$656K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
916+ 6.32% |
$29.4K - $31.7K
|
15.4K
$559K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
616+ 9.23% |
$19.8K - $21.3K
|
7.29K
$264K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
312New |
$10K - $10.8K
|
312
$11.3K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
190New |
$6.1K - $6.57K
|
190
$6.89K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
100New |
$3.21K - $3.46K
|
100
$3.63K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
20+ 0.13% |
$642 - $692
|
14.9K
$540K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3+ 1.19% |
$96.3 - $104
|
255
$9.25K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 0.39% |
$32.1 - $34.6
|
260
$9.43K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-111- 0.73% |
$3.56K - $3.84K
|
15.1K
$548K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-121- 23.22% |
$3.88K - $4.19K
|
400
$14.5K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-121- 23.22% |
$3.88K - $4.19K
|
400
$14.5K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-200- 3.21% |
$6.42K - $6.92K
|
6.03K
$219K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-214- 0.48% |
$6.87K - $7.4K
|
44.4K
$1.61M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-267- 1.08% |
$8.57K - $9.24K
|
24.5K
$888K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-324- 3.06% |
$10.4K - $11.2K
|
10.3K
$373K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-350- 21.6% |
$11.2K - $12.1K
|
1.27K
$46.1K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-410- 14.15% |
$13.2K - $14.2K
|
2.49K
$90.2K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-729- 2.44% |
$23.4K - $25.2K
|
29.2K
$1.06M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-800- 4.15% |
$25.7K - $27.7K
|
18.5K
$671K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-894- 5.21% |
$28.7K - $30.9K
|
16.3K
$590K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
SELL
|
- |
-1.06K- 7.16% |
$34.1K - $36.7K
|
13.8K
$499K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.43K- 3.12% |
$45.9K - $49.5K
|
44.4K
$1.61M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.7K- 27.66% |
$54.6K - $58.9K
|
4.45K
$161K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.74K- 2.19% |
$55.7K - $60K
|
77.6K
$2.81M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.75K- 73.33% |
$88.2K - $95K
|
999
$36.2K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.05K- 1.36% |
$97.9K - $106K
|
221K
$8.03M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.25K- 11.25% |
$104K - $112K
|
25.6K
$930K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.71K- 31.97% |
$151K - $163K
|
10K
$364K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.24K- 15.21% |
$297K - $320K
|
51.5K
$1.87M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-13K- 14.21% |
$417K - $449K
|
78.4K
$2.84M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15.4K- 36.15% |
$496K - $534K
|
27.3K
$989K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19.1K- 46.28% |
$614K - $662K
|
22.2K
$806K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-25.6K- 8.67% |
$823K - $887K
|
270K
$9.79M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-48.2K- 30.92% |
$1.55M - $1.67M
|
108K
$3.91M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-49.8K- 6.93% |
$1.6M - $1.72M
|
669K
$24.3M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-49.8K- 6.93% |
$1.6M - $1.72M
|
669K
$24.3M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-92.2K- 25.11% |
$2.96M - $3.19M
|
275K
$9.97M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-101K- 72.46% |
$3.25M - $3.5M
|
38.4K
$1.39M
|