Purchases and Sales Made in Q4 2024 in First Tr Exchange Traded Fd Vi (AFSM)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Vi (AFSM) during Q4 2024. The information is specifically focused on institutions that hold shares of FIRST TR EXCHANGE-TRADED FD VI.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
220KNew |
$6.6M - $7.31M
|
220K
$6.67M
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
20K+ 60.92% |
$601K - $665K
|
52.8K
$1.6M
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
16.8K+ 177.7% |
$504K - $558K
|
26.2K
$796K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16.3KNew |
$489K - $541K
|
16.3K
$493K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.07K+ 137.41% |
$272K - $302K
|
15.7K
$475K
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
6.92KNew |
$208K - $230K
|
6.92K
$210K
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.93K+ 11.86% |
$58K - $64.3K
|
18.2K
$553K
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
1KNew |
$30K - $33.3K
|
1K
$30.3K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
601+ 6.64% |
$18.1K - $20K
|
9.65K
$293K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-150- 23.08% |
$4.51K - $4.99K
|
500
$15.2K
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-14.9K- 11.89% |
$448K - $496K
|
111K
$3.35M
|