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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
11.1K+ 60.28% |
$178K - $195K
|
29.4K
$488K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
69+ 0.68% |
$1.11K - $1.22K
|
10.3K
$170K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-209- 1.73% |
$3.36K - $3.69K
|
11.9K
$197K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.33KNew |
$118K - $129K
|
7.33K
$122K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.11K+ 6.65% |
$33.8K - $37.1K
|
33.8K
$560K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
853New |
$13.7K - $15K
|
853
$14.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
782+ 1.69% |
$12.6K - $13.8K
|
47.1K
$783K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
899+ 248.34% |
$14.4K - $15.9K
|
1.26K
$20.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
4.38KNew |
$70.4K - $77.3K
|
4.38K
$72.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.37K+ 12.07% |
$54.2K - $59.5K
|
31.3K
$520K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10New |
$161 - $176
|
10
$166
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-356- 1.0% |
$5.72K - $6.28K
|
35.1K
$583K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15+ 0.02% |
$241 - $265
|
60.9K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
220KNew |
$3.53M - $3.88M
|
220K
$3.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.52K+ 3.65% |
$40.4K - $44.4K
|
71.4K
$1.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
17.4K+ 25.13% |
$279K - $306K
|
86.4K
$1.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.77K- 17.47% |
$28.4K - $31.2K
|
8.36K
$139K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 50.0% |
$16.1 - $17.6
|
1
$16.6
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
27+ 0.17% |
$434 - $476
|
16.3K
$271K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.99K+ 2.65% |
$96.2K - $106K
|
232K
$3.85M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
42.4K+ 5.94% |
$682K - $749K
|
757K
$12.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17.5KNew |
$282K - $309K
|
17.5K
$291K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-24.3K- 63.2% |
$389K - $428K
|
14.1K
$234K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-653- 9.35% |
$10.5K - $11.5K
|
6.33K
$105K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
369+ 0.79% |
$5.93K - $6.51K
|
46.9K
$779K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.59K+ 1.13% |
$25.5K - $28K
|
142K
$2.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.89K- 5.98% |
$78.6K - $86.3K
|
76.9K
$1.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.63K+ 3.28% |
$42.2K - $46.4K
|
82.8K
$1.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
969+ 6.78% |
$15.6K - $17.1K
|
15.3K
$253K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
274KNew |
$4.4M - $4.83M
|
274K
$4.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
4.35K+ 23.3% |
$69.8K - $76.6K
|
23K
$382K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-325- 1.11% |
$5.22K - $5.73K
|
29K
$481K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
20.5KNew |
$330K - $362K
|
20.5K
$341K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.75K- 5.81% |
$28K - $30.8K
|
28.3K
$470K
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
378+ 1.32% |
$6.07K - $6.67K
|
29K
$481K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.05K+ 17.7% |
$129K - $142K
|
53.5K
$889K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-131- 0.67% |
$2.1K - $2.31K
|
19.5K
$324K
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
27K+ 17.12% |
$434K - $476K
|
185K
$3.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
45.6K+ 7.84% |
$733K - $805K
|
628K
$10.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
21.9KNew |
$352K - $387K
|
21.9K
$364K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-16- 0.12% |
$257 - $282
|
13.6K
$226K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.05K+ 26.08% |
$81.1K - $89.1K
|
24.4K
$405K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-64.7K- 99.93% |
$1.04M - $1.14M
|
46
$764
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.53K- 1.71% |
$24.6K - $27K
|
87.8K
$1.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
28+ 2.55% |
$450 - $494
|
1.12K
$18.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
155New |
$2.49K - $2.73K
|
155
$2.57K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-85- 36.8% |
$1.37K - $1.5K
|
146
$2.42K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
446+ 8920.0% |
$7.03K - $7.91K
|
451
$7.49K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-128- 58.45% |
$2.02K - $2.27K
|
91
$1.51K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.5K+ 20.0% |
$23.6K - $26.6K
|
9K
$149K
|
|