Purchases and Sales Made in Q1 2025 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 2025. 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 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
107K+ 98.67% |
$3.72M - $4.06M
|
215K
$7.6M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
46.8KNew |
$1.63M - $1.78M
|
46.8K
$1.65M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
19.6K+ 142.84% |
$681K - $743K
|
33.2K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14.6KNew |
$509K - $556K
|
14.6K
$517K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.3K+ 133.8% |
$358K - $391K
|
18K
$635K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.72KNew |
$234K - $255K
|
6.72K
$238K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.41K+ 40.4% |
$188K - $206K
|
18.8K
$664K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.08K+ 14.02% |
$37.4K - $40.9K
|
8.74K
$309K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
847+ 5.18% |
$29.5K - $32.2K
|
17.2K
$608K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
412+ 100.98% |
$14.3K - $15.7K
|
820
$29K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
262+ 3.19% |
$9.13K - $9.96K
|
8.47K
$299K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
158New |
$5.5K - $6.01K
|
158
$5.59K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
148New |
$5.15K - $5.63K
|
148
$5.23K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
135+ 2.06% |
$4.7K - $5.13K
|
6.69K
$237K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
51+ 2.09% |
$1.78K - $1.94K
|
2.49K
$88K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
35+ 0.41% |
$1.22K - $1.33K
|
8.63K
$305K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
11New |
$383 - $418
|
11
$389
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
6+ 0.07% |
$209 - $228
|
8.34K
$295K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.39% |
$34.8 - $38
|
257
$9.09K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-35- 9.86% |
$1.22K - $1.33K
|
320
$11.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-91- 0.33% |
$3.17K - $3.46K
|
27.2K
$963K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-101- 1.65% |
$3.52K - $3.84K
|
6.03K
$213K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-150- 0.69% |
$5.22K - $5.7K
|
21.5K
$760K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-410- 50.0% |
$14.3K - $15.6K
|
410
$14.5K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-770- 0.4% |
$26.8K - $29.3K
|
193K
$6.81M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-1.18K- 9.4% |
$41.2K - $44.9K
|
11.4K
$403K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.24K- 0.93% |
$43.3K - $47.3K
|
132K
$4.68M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.44K- 10.56% |
$50.1K - $54.6K
|
12.2K
$430K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.45K- 15.2% |
$50.4K - $55K
|
8.07K
$285K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.12K- 7.95% |
$73.8K - $80.6K
|
24.6K
$868K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.41K- 7.33% |
$83.9K - $91.6K
|
30.4K
$1.08M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.03K- 8.04% |
$140K - $153K
|
46K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.04K- 13.82% |
$176K - $192K
|
31.4K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-5.79K- 1.79% |
$202K - $220K
|
318K
$11.2M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.77K- 4.7% |
$271K - $295K
|
158K
$5.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-8.29K- 32.72% |
$289K - $315K
|
17K
$603K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.2K- 33.63% |
$392K - $427K
|
22.2K
$785K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-12.6K- 39.71% |
$440K - $480K
|
19.2K
$678K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13.6K- 4.98% |
$474K - $518K
|
260K
$9.18M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-15K- 6.94% |
$524K - $572K
|
202K
$7.13M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-20.2K- 60.82% |
$704K - $769K
|
13K
$460K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-59.1K- 19.92% |
$2.06M - $2.25M
|
238K
$8.4M
|