Institutional Ownership First Tr Exchange Traded Fd Vi (AFSM)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Vi (AFSM). We have compiled data on the 13 institutions that hold shares in the stock, with a total of 249,096 shares, which have been reported (via 13F filing form) to have a value of $7.65 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
125,457
shares
|
$3.8 Million
1.43% of portfolio
|
Q3 2024
Reduced 13.04%
|
|
|
Bka Wealth Consulting, Inc.
|
Oct 08, 2024 Q3 2024 |
32,827
shares
|
$994,329
1.1% of portfolio
|
Q3 2024
Added 20.43%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
18,450
shares
|
$558,850
0.01% of portfolio
|
Q1 2024
Added 3.79%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
16,485
shares
|
$499,330
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
16,295
shares
|
$493,575
0.04% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
12,994
shares
|
$393,588
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
9,445
shares
|
$286,089
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
9,045
shares
|
$273,973
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
6,598
shares
|
$199,853
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
700
shares
|
$21,203
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
650
shares
|
$19,688
0.0% of portfolio
|
Q2 2024
Reduced 7.01%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
150
shares
|
$4,543
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|