Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.42K+ 8.23% |
$85.8K - $87.8K
|
31.8K
$1.14M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
378+ 126.0% |
$13.4K - $13.7K
|
678
$24.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
109+ 1.42% |
$3.87K - $3.96K
|
7.8K
$280K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
69+ 0.35% |
$2.45K - $2.51K
|
19.8K
$709K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
42+ 0.62% |
$1.49K - $1.53K
|
6.83K
$245K
|
|
|
Nov 05, 2025
Q3 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-3- 0.04% |
$106 - $109
|
8.52K
$306K
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-135- 0.81% |
$4.79K - $4.9K
|
16.4K
$590K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-250- 6.77% |
$8.87K - $9.08K
|
3.44K
$124K
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-280- 1.33% |
$9.93K - $10.2K
|
20.7K
$744K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-300- 0.93% |
$10.6K - $10.9K
|
31.9K
$1.14M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-655- 3.05% |
$23.2K - $23.8K
|
20.8K
$746K
|
|
|
Nov 03, 2025
Q3 2025
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-881- 11.25% |
$31.2K - $32K
|
6.95K
$249K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.61K- 7.51% |
$128K - $131K
|
44.5K
$1.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.85K- 43.04% |
$243K - $249K
|
9.07K
$325K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-10.8K- 3.29% |
$385K - $394K
|
319K
$11.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-12.1K- 99.7% |
$430K - $441K
|
36
$1.29K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-12.4K- 79.11% |
$438K - $449K
|
3.26K
$117K
|