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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.73K- 9.39% |
$46.7K - $54.2K
|
16.7K
$487K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
19.9K+ 712.3% |
$535K - $621K
|
22.6K
$659K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
4.99K+ 4.45% |
$135K - $156K
|
117K
$3.41M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
785+ 9.72% |
$21.2K - $24.6K
|
8.86K
$258K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.45K+ 24.9% |
$174K - $202K
|
32.4K
$942K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.21K+ 14.12% |
$59.6K - $69.2K
|
17.9K
$521K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22.2K+ 4448.8% |
$600K - $696K
|
22.7K
$662K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
206+ 20.6% |
$5.55K - $6.45K
|
1.21K
$35.1K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-2.44K- 3.95% |
$65.9K - $76.5K
|
59.5K
$1.73M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
7K+ 101.23% |
$189K - $219K
|
13.9K
$405K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.22KNew |
$32.8K - $38K
|
1.22K
$35.4K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.88KNew |
$158K - $184K
|
5.88K
$171K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.5KNew |
$578K - $671K
|
21.5K
$625K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.51K+ 6.2% |
$94.5K - $110K
|
60.1K
$1.75M
|
|
|
May 02, 2025
Q1 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-22.2K- 42.02% |
$598K - $695K
|
30.6K
$892K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.1K- 11.4% |
$29.7K - $34.4K
|
8.55K
$249K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
28.1K+ 12.74% |
$758K - $880K
|
249K
$7.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
23.2K+ 10.55% |
$625K - $725K
|
243K
$7.08M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-8.1K- 7.33% |
$218K - $253K
|
102K
$2.98M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.75K- 9.57% |
$47K - $54.6K
|
16.5K
$480K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.27K+ 16.29% |
$115K - $134K
|
30.5K
$888K
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16.3KNew |
$489K - $541K
|
16.3K
$474K
|
|
| Q3 2024 | |||||||
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
13KNew |
$363K - $403K
|
13K
$378K
|
|
| Q2 2024 | |||||||
|
May 14, 2025
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$27.1 - $29.4
|
1
$29.1
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
35New |
$948 - $1.03K
|
35
$1.02K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
487New |
$13.2K - $14.3K
|
487
$14.2K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.84K- 36.51% |
$131K - $162K
|
10.2K
$296K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-318- 0.82% |
$7.54K - $8.32K
|
38.3K
$1.12M
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
150New |
$3.08K - $3.73K
|
150
$4.37K
|
|
| 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
|
|