Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
43K+ 45.8% |
$1.35M - $1.58M
|
137K
$4.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
21.5K+ 266.9% |
$676K - $790K
|
29.6K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.8KNew |
$560K - $654K
|
17.8K
$647K
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
7.74KNew |
$243K - $284K
|
7.74K
$281K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.69K+ 16.61% |
$84.3K - $98.5K
|
18.9K
$684K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.39K+ 95.9% |
$74.9K - $87.5K
|
4.87K
$177K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
791New |
$24.8K - $29K
|
791
$28.7K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
785+ 13.0% |
$24.6K - $28.8K
|
6.82K
$248K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
355New |
$11.1K - $13K
|
355
$12.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
312+ 3.45% |
$9.8K - $11.4K
|
9.36K
$339K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
291+ 2.21% |
$9.14K - $10.7K
|
13.5K
$488K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
10+ 0.04% |
$314 - $367
|
25.5K
$924K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.39% |
$31.4 - $36.7
|
256
$9.29K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 0.57% |
$31.4 - $36.7
|
177
$6.42K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-36- 2.8% |
$1.13K - $1.32K
|
1.25K
$45.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-53- 0.73% |
$1.66K - $1.94K
|
7.18K
$260K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-62- 0.22% |
$1.95K - $2.27K
|
28.3K
$1.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-87- 0.57% |
$2.73K - $3.19K
|
15.1K
$549K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-150- 41.67% |
$4.71K - $5.5K
|
210
$7.62K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-165- 4.28% |
$5.18K - $6.05K
|
3.69K
$134K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-200- 50.0% |
$6.28K - $7.33K
|
200
$7.25K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-200- 50.0% |
$6.28K - $7.33K
|
200
$7.25K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-690- 3.8% |
$21.7K - $25.3K
|
17.4K
$633K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-818- 5.3% |
$25.7K - $30K
|
14.6K
$531K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.04K- 8.78% |
$32.7K - $38.1K
|
10.8K
$392K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.2K- 4.04% |
$37.7K - $44.1K
|
28.6K
$1.04M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.25K- 16.33% |
$39.4K - $46K
|
6.43K
$233K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.49K- 4.03% |
$46.7K - $54.5K
|
35.5K
$1.29M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.35K- 9.9% |
$73.8K - $86.2K
|
21.4K
$776K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.38K- 7.37% |
$106K - $124K
|
42.4K
$1.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.74K- 20.38% |
$117K - $137K
|
14.6K
$530K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.35K- 5.97% |
$136K - $159K
|
68.4K
$2.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.1K- 2.95% |
$192K - $224K
|
200K
$7.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.55K- 3.6% |
$206K - $240K
|
175K
$6.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.41K- 16.62% |
$233K - $272K
|
37.2K
$1.35M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.05K- 2.53% |
$253K - $295K
|
311K
$11.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.78K- 14.83% |
$307K - $359K
|
56.1K
$2.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-14.6K- 5.72% |
$458K - $535K
|
241K
$8.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-16.1K- 48.74% |
$505K - $590K
|
16.9K
$614K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19.6K- 54.71% |
$616K - $720K
|
16.2K
$589K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-23.1K- 3.5% |
$727K - $849K
|
639K
$23.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-34.5K- 9.54% |
$1.08M - $1.27M
|
328K
$11.9M
|