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 |
---|---|---|---|---|---|---|---|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.52K- 8.64% |
$103K - $116K
|
68.9K
$1.16M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
532+ 1.94% |
$8.38K - $9.44K
|
28K
$472K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
446+ 8920.0% |
$7.03K - $7.91K
|
451
$7.61K
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8+ 0.07% |
$126 - $142
|
12.1K
$203K
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
41+ 0.06% |
$646 - $727
|
69.1K
$1.17M
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-128- 58.45% |
$2.02K - $2.27K
|
91
$1.54K
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.28K+ 8.52% |
$20.2K - $22.7K
|
16.3K
$275K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.5K+ 20.0% |
$23.6K - $26.6K
|
9K
$152K
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.77K- 16.02% |
$107K - $120K
|
35.5K
$599K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 0.28% |
$15.8 - $17.7
|
362
$6.11K
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
27.6K+ 680.11% |
$435K - $490K
|
31.7K
$534K
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.4K- 3.52% |
$22K - $24.8K
|
38.4K
$647K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.3K- 15.18% |
$131K - $147K
|
46.4K
$782K
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
10.2KNew |
$161K - $181K
|
10.2K
$172K
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.09K+ 20.27% |
$48.7K - $54.9K
|
18.3K
$310K
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-6.75K- 34.1% |
$106K - $120K
|
13K
$220K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.07K+ 2.35% |
$16.8K - $18.9K
|
46.6K
$785K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2New |
$31.5 - $35.5
|
2
$33.7
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.59K+ 3.34% |
$40.8K - $46K
|
80.2K
$1.35M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.87K- 10.13% |
$108K - $122K
|
60.9K
$1.03M
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
14+ 0.05% |
$221 - $248
|
29.4K
$496K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
10K+ 33.33% |
$158K - $177K
|
40K
$675K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
3.28KNew |
$51.7K - $58.2K
|
3.28K
$55.4K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
87.4K+ 13.93% |
$1.38M - $1.55M
|
715K
$12.1M
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.07KNew |
$16.9K - $19K
|
1.07K
$18.1K
|
|
Nov 07, 2024
Q3 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
18.2K+ 13.01% |
$286K - $322K
|
158K
$2.66M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-25.2K- 10.04% |
$398K - $448K
|
226K
$3.82M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
115+ 1.67% |
$1.81K - $2.04K
|
6.98K
$118K
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-248- 0.84% |
$3.91K - $4.4K
|
29.3K
$494K
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
573+ 4.18% |
$9.03K - $10.2K
|
14.3K
$241K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-376- 0.46% |
$5.93K - $6.67K
|
81.7K
$1.38M
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
1.79K+ 12.05% |
$28.2K - $31.7K
|
16.6K
$281K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-4.19K- 12.24% |
$66.1K - $74.4K
|
30.1K
$507K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-792- 0.88% |
$12.5K - $14.1K
|
89.4K
$1.51M
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
186+ 0.66% |
$2.93K - $3.3K
|
28.6K
$482K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
544+ 2.84% |
$8.57K - $9.65K
|
19.7K
$332K
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
3.15K+ 20.31% |
$49.6K - $55.9K
|
18.7K
$315K
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.97K+ 25.79% |
$62.6K - $70.4K
|
19.4K
$327K
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-149- 39.21% |
$2.35K - $2.64K
|
231
$3.9K
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
6+ 0.55% |
$94.6 - $106
|
1.1K
$18.5K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.02K+ 20.06% |
$63.3K - $71.3K
|
24K
$406K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-367- 0.17% |
$5.78K - $6.51K
|
211K
$3.56M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.17K+ 0.84% |
$18.4K - $20.7K
|
141K
$2.37M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.48K- 32.45% |
$86.3K - $97.1K
|
11.4K
$192K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-20.4K- 23.96% |
$322K - $362K
|
64.8K
$1.09M
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
10.8KNew |
$170K - $192K
|
10.8K
$182K
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
2.27K+ 20.03% |
$35.8K - $40.3K
|
13.6K
$229K
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
36.4K+ 6.67% |
$574K - $646K
|
582K
$9.82M
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-29.9K- 71.99% |
$456K - $496K
|
11.6K
$196K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.24K- 23.84% |
$64.5K - $70.3K
|
13.5K
$228K
|