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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q1 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
86+ 2.68% |
$1.36K - $1.51K
|
3.29K
$64.9K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-527- 3.73% |
$8.34K - $9.24K
|
13.6K
$268K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.14K- 3.0% |
$33.9K - $37.5K
|
69.3K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
131New |
$2.07K - $2.3K
|
131
$2.58K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.14KNew |
$18.1K - $20K
|
1.14K
$22.5K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.06KNew |
$48.4K - $53.6K
|
3.06K
$60.3K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.99K+ 5.58% |
$47.3K - $52.4K
|
56.5K
$1.11M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-7.74K- 33.92% |
$122K - $136K
|
15.1K
$297K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.01% |
$63.3 - $70.1
|
29.4K
$580K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1.25K- 60.68% |
$19.8K - $21.9K
|
810
$16K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
603New |
$9.55K - $10.6K
|
603
$11.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.31KNew |
$20.8K - $23K
|
1.31K
$25.9K
|
|
| Q4 2024 | |||||||
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.42KNew |
$22.8K - $25K
|
1.42K
$28K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10New |
$161 - $176
|
10
$197
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.77K- 17.47% |
$28.4K - $31.2K
|
8.36K
$165K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17.5KNew |
$282K - $309K
|
17.5K
$346K
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
378+ 1.32% |
$6.07K - $6.67K
|
29K
$571K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
155New |
$2.49K - $2.73K
|
155
$3.06K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-85- 36.8% |
$1.37K - $1.5K
|
146
$2.88K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
446+ 8920.0% |
$7.03K - $7.91K
|
451
$8.89K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-128- 58.45% |
$2.02K - $2.27K
|
91
$1.79K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.5K+ 20.0% |
$23.6K - $26.6K
|
9K
$177K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
10K+ 33.33% |
$158K - $177K
|
40K
$789K
|
|
|
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
$328K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.02K+ 20.06% |
$63.3K - $71.3K
|
24K
$474K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-367- 0.17% |
$5.78K - $6.51K
|
211K
$4.16M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.48K- 32.45% |
$86.3K - $97.1K
|
11.4K
$225K
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
10.8KNew |
$170K - $192K
|
10.8K
$213K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-29.9K- 71.99% |
$456K - $496K
|
11.6K
$229K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
31KNew |
$472K - $514K
|
31K
$611K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
667+ 2.45% |
$10.2K - $11.1K
|
27.9K
$550K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.82KNew |
$27.8K - $30.3K
|
1.82K
$35.9K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
27+ 2.12% |
$411 - $448
|
1.3K
$25.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1KNew |
$15.2K - $16.6K
|
1K
$19.7K
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.74K+ 13.25% |
$26.3K - $27.9K
|
14.8K
$292K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-418- 24.66% |
$6.34K - $6.73K
|
1.28K
$25.2K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
76.5K+ 75.34% |
$1.16M - $1.23M
|
178K
$3.51M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.2KNew |
$155K - $165K
|
10.2K
$202K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
39.9KNew |
$604K - $641K
|
39.9K
$786K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.46K- 37.94% |
$98K - $104K
|
10.6K
$208K
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
7.99K+ 5.67% |
$121K - $129K
|
149K
$2.94M
|
|
| Q4 2023 | |||||||
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
105New |
$1.48K - $1.69K
|
105
$2.07K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-2.42K- 71.21% |
$34K - $38.9K
|
977
$19.3K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-200- 5.99% |
$2.81K - $3.22K
|
3.14K
$61.9K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-300- 2.55% |
$4.4K - $4.78K
|
11.5K
$226K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2K- 12.74% |
$29.4K - $31.9K
|
13.7K
$270K
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-417- 0.84% |
$6.12K - $6.65K
|
49.3K
$972K
|
|
| Q2 2023 | |||||||
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
27.8KNew |
$423K - $451K
|
27.8K
$548K
|
|