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 |
|---|---|---|---|---|---|---|---|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
14.8KNew |
$225K - $239K
|
14.8K
$233K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
50.1K+ 324.95% |
$759K - $806K
|
65.5K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.11K+ 3.11% |
$16.8K - $17.8K
|
36.7K
$576K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
245New |
$3.71K - $3.94K
|
245
$3.85K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
18+ 0.15% |
$273 - $290
|
12.2K
$191K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.11% |
$15.2 - $16.1
|
887
$13.9K
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
29.3KNew |
$444K - $472K
|
29.3K
$461K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
48.6K+ 1631.92% |
$737K - $782K
|
51.6K
$811K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.8KNew |
$269K - $286K
|
17.8K
$279K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.74K+ 13.25% |
$26.3K - $27.9K
|
14.8K
$233K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-418- 24.66% |
$6.34K - $6.73K
|
1.28K
$20.1K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.77K+ 17.03% |
$57.2K - $60.7K
|
25.9K
$408K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
76.5K+ 75.34% |
$1.16M - $1.23M
|
178K
$2.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.2KNew |
$155K - $165K
|
10.2K
$161K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-9.98K- 17.78% |
$151K - $161K
|
46.1K
$725K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
12.7KNew |
$192K - $204K
|
12.7K
$199K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
39.9KNew |
$604K - $641K
|
39.9K
$627K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.77K- 62.28% |
$26.8K - $28.4K
|
1.07K
$16.8K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.07K- 60.43% |
$16.2K - $17.2K
|
698
$11K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
18.1K+ 8.32% |
$275K - $292K
|
236K
$3.71M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.77K+ 7.59% |
$42K - $44.6K
|
39.2K
$617K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
171+ 0.31% |
$2.59K - $2.75K
|
55.2K
$868K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-117K- 73.23% |
$1.78M - $1.89M
|
42.9K
$675K
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
620+ 3.98% |
$9.4K - $9.98K
|
16.2K
$254K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
23+ 0.12% |
$349 - $370
|
18.7K
$295K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.95K+ 0.47% |
$44.7K - $47.4K
|
636K
$9.99M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.66K- 7.68% |
$101K - $107K
|
80K
$1.26M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
31.2K+ 301.49% |
$473K - $502K
|
41.5K
$653K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.01K- 5.59% |
$30.5K - $32.4K
|
34K
$534K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.99K+ 2.42% |
$30.1K - $32K
|
84.2K
$1.32M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9.84K+ 55.7% |
$149K - $158K
|
27.5K
$432K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.88K- 3.86% |
$58.8K - $62.4K
|
96.7K
$1.52M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
25.9KNew |
$392K - $416K
|
25.9K
$407K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.86K+ 2.89% |
$58.5K - $62.1K
|
137K
$2.16M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.95K- 15.38% |
$75K - $79.6K
|
27.2K
$428K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
219+ 5.78% |
$3.32K - $3.52K
|
4.01K
$63K
|
|
|
Apr 29, 2024
Q1 2024
|
Lansing Street Advisors
|
BUY
|
- |
405+ 1.48% |
$6.14K - $6.52K
|
27.8K
$437K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.46K- 37.94% |
$98K - $104K
|
10.6K
$166K
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.33K+ 20.08% |
$35.4K - $37.5K
|
14K
$219K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
348K+ 204.3% |
$5.28M - $5.6M
|
519K
$8.15M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
19.9K+ 10.56% |
$302K - $321K
|
209K
$3.28M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-196K- 89.62% |
$2.98M - $3.16M
|
22.7K
$357K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.27KNew |
$19.3K - $20.5K
|
1.27K
$20K
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
560+ 3.97% |
$8.49K - $9.01K
|
14.7K
$231K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.11K+ 14.04% |
$32K - $34K
|
17.2K
$270K
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
7.99K+ 5.67% |
$121K - $129K
|
149K
$2.34M
|
|
|
Apr 15, 2024
Q1 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
29.2K+ 42.14% |
$442K - $469K
|
98.4K
$1.55M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-36.6K- 27.68% |
$555K - $589K
|
95.7K
$1.5M
|
|
| Q4 2023 | |||||||
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-41- 0.34% |
$577 - $661
|
12.1K
$189K
|
|