Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
113K+ 121.57% |
$3.63M - $3.8M
|
206K
$7.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
61.7K+ 54.37% |
$1.98M - $2.07M
|
175K
$6.35M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
27.8K+ 7.05% |
$892K - $935K
|
422K
$15.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
24.3K+ 5.9% |
$778K - $815K
|
435K
$15.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.4K+ 79.19% |
$494K - $517K
|
34.8K
$1.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.1K+ 6.57% |
$419K - $439K
|
212K
$7.68M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.81K+ 2.93% |
$122K - $128K
|
134K
$4.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.5K+ 112.43% |
$48.2K - $50.4K
|
2.84K
$103K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
1.21K+ 8.85% |
$38.7K - $40.5K
|
14.8K
$538K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.04K+ 5.99% |
$33.5K - $35.1K
|
18.5K
$670K
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
888+ 5.63% |
$28.5K - $29.8K
|
16.7K
$605K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
690New |
$22.1K - $23.2K
|
690
$25K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
442+ 1.87% |
$14.2K - $14.9K
|
24.1K
$873K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
375New |
$12K - $12.6K
|
375
$13.6K
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
199+ 1.0% |
$6.38K - $6.69K
|
20K
$727K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
39+ 0.13% |
$1.25K - $1.31K
|
29.4K
$1.07M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
34New |
$1.09K - $1.14K
|
34
$1.23K
|
|
|
Jul 20, 2023
Q2 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
21+ 0.13% |
$674 - $706
|
15.9K
$578K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-99- 28.29% |
$3.18K - $3.33K
|
251
$9.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-120- 13.67% |
$3.85K - $4.03K
|
758
$27.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-338- 1.5% |
$10.8K - $11.4K
|
22.3K
$808K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-546- 9.57% |
$17.5K - $18.4K
|
5.16K
$187K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.43K- 61.36% |
$45.8K - $48K
|
900
$32.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
SELL
|
- |
-1.72K- 9.12% |
$55.3K - $57.9K
|
17.2K
$623K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.14K- 16.74% |
$68.5K - $71.8K
|
10.6K
$385K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-4.14K- 98.78% |
$133K - $139K
|
51
$1.85K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.6K- 17.98% |
$148K - $155K
|
21K
$761K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.72K- 0.68% |
$152K - $159K
|
689K
$25M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-6.05K- 45.96% |
$194K - $203K
|
7.11K
$258K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.71K- 7.23% |
$247K - $259K
|
98.9K
$3.59M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.74K- 18.14% |
$248K - $260K
|
34.9K
$1.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-8.07K- 1.41% |
$259K - $271K
|
563K
$20.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.25K- 19.24% |
$297K - $311K
|
38.8K
$1.41M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.66K- 23.27% |
$310K - $325K
|
31.9K
$1.16M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-10.3K- 8.76% |
$331K - $347K
|
108K
$3.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.8K- 10.04% |
$348K - $365K
|
97.2K
$3.52M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.2K- 7.76% |
$455K - $476K
|
169K
$6.11M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-14.3K- 62.16% |
$459K - $481K
|
8.71K
$316K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15.9K- 50.67% |
$510K - $534K
|
15.5K
$561K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-16.3K- 6.18% |
$523K - $548K
|
247K
$8.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-21.9K- 14.23% |
$703K - $737K
|
132K
$4.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-48.1K- 3.36% |
$1.54M - $1.62M
|
1.38M
$50.2M
|