Purchases and Sales Made in Q2 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 Q2 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 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
43.8K+ 15.93% |
$1.4M - $1.55M
|
319K
$11.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
29.8KNew |
$954K - $1.05M
|
29.8K
$1.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.85K+ 42.48% |
$316K - $349K
|
33K
$1.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.59K+ 31.49% |
$276K - $304K
|
35.9K
$1.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.07KNew |
$259K - $286K
|
8.07K
$293K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.7K+ 29.53% |
$86.6K - $95.6K
|
11.8K
$430K
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.17K+ 9.75% |
$37.5K - $41.4K
|
13.2K
$477K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
214+ 0.48% |
$6.87K - $7.58K
|
44.6K
$1.62M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-56- 0.77% |
$1.8K - $1.98K
|
7.23K
$262K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-84- 32.31% |
$2.69K - $2.98K
|
176
$6.38K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-140- 0.76% |
$4.49K - $4.96K
|
18.3K
$665K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-174- 0.68% |
$5.58K - $6.16K
|
25.5K
$924K
|
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-195- 1.27% |
$6.26K - $6.91K
|
15.2K
$552K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-490- 7.5% |
$15.7K - $17.4K
|
6.04K
$219K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-735- 3.0% |
$23.6K - $26K
|
23.8K
$861K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-793- 2.72% |
$25.4K - $28.1K
|
28.4K
$1.03M
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-822- 5.05% |
$26.4K - $29.1K
|
15.4K
$560K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-828- 0.87% |
$26.6K - $29.3K
|
93.9K
$3.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-910- 71.65% |
$29.2K - $32.2K
|
360
$13.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-914- 91.49% |
$29.3K - $32.4K
|
85
$3.08K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.12K- 25.13% |
$35.9K - $39.6K
|
3.33K
$121K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.23K- 11.97% |
$39.5K - $43.6K
|
9.05K
$328K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.49K- 3.87% |
$47.7K - $52.6K
|
36.9K
$1.34M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.91K- 10.58% |
$61.4K - $67.8K
|
16.2K
$587K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.96K- 19.53% |
$62.8K - $69.4K
|
8.07K
$293K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.09K- 18.39% |
$131K - $145K
|
18.1K
$658K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.81K- 6.2% |
$154K - $170K
|
72.8K
$2.64M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.72K- 11.09% |
$183K - $202K
|
45.8K
$1.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.09K- 1.06% |
$228K - $251K
|
662K
$24M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.09K- 1.06% |
$228K - $251K
|
662K
$24M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.74K- 50.18% |
$248K - $274K
|
7.68K
$279K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-12.5K- 15.92% |
$400K - $442K
|
65.9K
$2.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-14.8K- 5.49% |
$476K - $525K
|
255K
$9.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-14.9K- 6.72% |
$478K - $527K
|
207K
$7.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-18.4K- 9.19% |
$591K - $652K
|
182K
$6.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-33.5K- 31.08% |
$1.07M - $1.19M
|
74.3K
$2.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-58.3K- 13.86% |
$1.87M - $2.06M
|
362K
$13.1M
|