Latest Institutional Transactions on First Tr Exchange Traded Fd Vi (AFSM)
This table provides information on the latest institutional transactions involving First Tr Exchange Traded Fd Vi (AFSM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.32K+ 12.26% |
$57.4K - $69.2K
|
21.2K
$696K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
636New |
$15.8K - $19K
|
636
$20.9K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$24.8 - $29.9
|
1
$32.8
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
456New |
$11.3K - $13.6K
|
456
$15K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
199New |
$4.94K - $5.95K
|
199
$6.53K
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
4.73K+ 4.04% |
$117K - $141K
|
122K
$4M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15K+ 84.11% |
$373K - $449K
|
32.9K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
648+ 2.0% |
$16.1K - $19.4K
|
33K
$1.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-115- 1.3% |
$2.85K - $3.44K
|
8.75K
$287K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
34K+ 158.63% |
$844K - $1.02M
|
55.5K
$1.82M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.8K+ 3.0% |
$44.7K - $53.8K
|
61.9K
$2.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
15.9KNew |
$396K - $477K
|
15.9K
$523K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.95KNew |
$197K - $238K
|
7.95K
$261K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.6K- 18.71% |
$39.7K - $47.8K
|
6.95K
$228K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.31K+ 9.4% |
$32.5K - $39.1K
|
15.2K
$500K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
535+ 3.25% |
$13.3K - $16K
|
17K
$558K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
58.5KNew |
$1.45M - $1.75M
|
58.5K
$1.92M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
35.3K+ 14.2% |
$876K - $1.06M
|
284K
$9.32M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
104KNew |
$2.58M - $3.1M
|
104K
$3.41M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-26K- 25.35% |
$644K - $776K
|
76.5K
$2.51M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
33.7K+ 13.88% |
$836K - $1.01M
|
277K
$9.08M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-16.7K- 54.74% |
$414K - $499K
|
13.8K
$453K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2KNew |
$49.6K - $59.8K
|
2K
$65.6K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.73K- 9.39% |
$46.7K - $54.2K
|
16.7K
$549K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
19.9K+ 712.3% |
$535K - $621K
|
22.6K
$743K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
206+ 20.6% |
$5.55K - $6.45K
|
1.21K
$39.6K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-2.44K- 3.95% |
$65.9K - $76.5K
|
59.5K
$1.95M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.22KNew |
$32.8K - $38K
|
1.22K
$39.9K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.88KNew |
$158K - $184K
|
5.88K
$193K
|
|
|
May 02, 2025
Q1 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-22.2K- 42.02% |
$598K - $695K
|
30.6K
$1M
|
|
| Q3 2024 | |||||||
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
13KNew |
$363K - $403K
|
13K
$426K
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
487New |
$13.2K - $14.3K
|
487
$16K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.84K- 36.51% |
$131K - $162K
|
10.2K
$333K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-318- 0.82% |
$7.54K - $8.32K
|
38.3K
$1.26M
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
150New |
$3.08K - $3.73K
|
150
$4.92K
|
|
| Q2 2022 | |||||||
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.22KClosed |
$25.9K - $31.4K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.9KClosed |
$49.6K - $54.9K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Jul 20, 2020
Q2 2020
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-16.3KClosed |
$204K - $293K
|
0
$0
|
|