Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
133K+ 62.03% |
$4.39M - $4.73M
|
348K
$12.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
20.8K+ 76.53% |
$687K - $740K
|
48.1K
$1.72M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
19.1K+ 146.95% |
$631K - $680K
|
32.2K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14K+ 7.29% |
$463K - $499K
|
207K
$7.42M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.1K+ 98.43% |
$399K - $430K
|
24.4K
$877K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
11.9K+ 3.73% |
$391K - $421K
|
330K
$11.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.97K+ 41.57% |
$263K - $283K
|
27.1K
$974K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.48KNew |
$181K - $195K
|
5.48K
$197K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.07K+ 75.75% |
$167K - $180K
|
11.8K
$422K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.21K+ 11.77% |
$72.9K - $78.6K
|
21K
$754K
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.46K+ 9.64% |
$48.1K - $51.8K
|
16.6K
$595K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.31K+ 7.67% |
$43.1K - $46.5K
|
18.4K
$659K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.25KNew |
$41.3K - $44.5K
|
1.25K
$44.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
691+ 466.89% |
$22.8K - $24.6K
|
839
$30.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
300New |
$9.89K - $10.7K
|
300
$10.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
72+ 1.07% |
$2.37K - $2.56K
|
6.79K
$244K
|
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
58+ 0.68% |
$1.91K - $2.06K
|
8.53K
$306K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
33+ 0.17% |
$1.09K - $1.17K
|
19.8K
$709K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2+ 1.27% |
$65.9 - $71.1
|
160
$5.74K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-41- 0.19% |
$1.35K - $1.46K
|
21.5K
$770K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-59- 22.96% |
$1.95K - $2.1K
|
198
$7.11K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-248- 0.54% |
$8.18K - $8.81K
|
45.8K
$1.64M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-293- 4.86% |
$9.66K - $10.4K
|
5.73K
$206K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-393- 4.49% |
$13K - $14K
|
8.35K
$300K
|
|
|
Aug 13, 2025
Q2 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
SELL
|
- |
-438- 5.48% |
$14.4K - $15.6K
|
7.55K
$271K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-657- 7.87% |
$21.7K - $23.3K
|
7.69K
$276K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-796- 2.64% |
$26.2K - $28.3K
|
29.4K
$1.06M
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-803- 9.3% |
$26.5K - $28.5K
|
7.83K
$281K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-806- 0.51% |
$26.6K - $28.6K
|
157K
$5.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.13K- 3.59% |
$37.2K - $40.1K
|
30.3K
$1.09M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.28K- 7.46% |
$42.3K - $45.6K
|
15.9K
$571K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.43K- 1.7% |
$146K - $157K
|
255K
$9.16M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.87K- 19.82% |
$160K - $173K
|
19.7K
$706K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.65K- 31.45% |
$186K - $201K
|
12.3K
$442K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.78K- 18.97% |
$190K - $205K
|
24.7K
$885K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.1K- 3.83% |
$300K - $323K
|
228K
$8.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-16.3K- 73.28% |
$536K - $578K
|
5.93K
$213K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-69.2K- 34.35% |
$2.28M - $2.46M
|
132K
$4.75M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-117K- 88.21% |
$3.85M - $4.15M
|
15.6K
$560K
|