Latest Institutional Transactions on First Tr Exchange Trded Fd Vi (FID)
This table provides information on the latest institutional transactions involving First Tr Exchange Trded Fd Vi (FID) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-105- 0.64% |
$2.01K - $2.12K
|
16.4K
$325K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.3K- 4.68% |
$63.2K - $66.4K
|
67.1K
$1.33M
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-753- 3.21% |
$14.4K - $15.2K
|
22.7K
$449K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
6.42KNew |
$123K - $129K
|
6.42K
$127K
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
43+ 0.15% |
$824 - $867
|
29.4K
$582K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
17.5K+ 44.4% |
$336K - $353K
|
57K
$1.13M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
30.8K+ 30.59% |
$591K - $622K
|
132K
$2.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.42K+ 15.99% |
$104K - $109K
|
39.3K
$777K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.12K+ 2.83% |
$79K - $83.1K
|
150K
$2.96M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
926+ 0.39% |
$17.8K - $18.7K
|
236K
$4.67M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-414- 2.12% |
$7.94K - $8.35K
|
19.1K
$378K
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
25.5K+ 3.67% |
$488K - $513K
|
720K
$14.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-3- 0.02% |
$57.5 - $60.5
|
18.2K
$360K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
26+ 0.81% |
$498 - $524
|
3.23K
$63.8K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
10New |
$192 - $202
|
10
$198
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
202+ 1.86% |
$3.87K - $4.07K
|
11.1K
$219K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.64K+ 21.14% |
$108K - $114K
|
32.3K
$639K
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
22.1K+ 9.32% |
$424K - $446K
|
260K
$5.13M
|
|
| Q2 2025 | |||||||
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.5K+ 20.39% |
$215K - $262K
|
79.9K
$1.58M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
11.5KNew |
$182K - $222K
|
11.5K
$227K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 0.03% |
$15.9 - $19.4
|
3.44K
$68K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.36K- 17.38% |
$85K - $104K
|
25.5K
$503K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$15.9 - $19.4
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
41.6K+ 81.46% |
$659K - $806K
|
92.6K
$1.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.3K+ 33.61% |
$195K - $239K
|
49K
$968K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.11K- 26.82% |
$33.5K - $41K
|
5.76K
$114K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-17.2K- 24.78% |
$272K - $333K
|
52.1K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-247- 0.52% |
$3.92K - $4.79K
|
47.2K
$934K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
33.5KNew |
$531K - $649K
|
33.5K
$661K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.29K+ 32.02% |
$52.2K - $63.8K
|
13.6K
$268K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-775- 6.54% |
$12.3K - $15K
|
11.1K
$219K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-38K- 74.82% |
$602K - $736K
|
12.8K
$253K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-89.1K- 38.34% |
$1.41M - $1.73M
|
143K
$2.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.08K+ 19.32% |
$128K - $157K
|
49.9K
$985K
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
14.4K+ 44.92% |
$229K - $279K
|
46.5K
$919K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5+ 0.16% |
$79.3 - $97
|
3.22K
$63.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
87.3K+ 10.82% |
$1.39M - $1.69M
|
895K
$17.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
3.66K+ 1.57% |
$58.1K - $71K
|
236K
$4.67M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-347- 2.95% |
$5.5K - $6.73K
|
11.4K
$226K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.7K+ 8.72% |
$27K - $33K
|
21.2K
$420K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
45K+ 68.52% |
$714K - $873K
|
111K
$2.19M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-131- 81.88% |
$2.08K - $2.54K
|
29
$573
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
648+ 14.55% |
$10.3K - $12.6K
|
5.1K
$101K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
897+ 2.55% |
$14.2K - $17.4K
|
36.1K
$713K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-72- 0.49% |
$1.14K - $1.4K
|
14.6K
$289K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
31.4K+ 13.18% |
$498K - $609K
|
269K
$5.32M
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-3.29K- 3.19% |
$52.1K - $63.7K
|
99.7K
$1.97M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
526+ 7.87% |
$8.34K - $10.2K
|
7.21K
$142K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
63+ 1.93% |
$999 - $1.22K
|
3.33K
$65.8K
|
|