Purchases and Sales Made in Q1 2025 in First Tr Exchange Trded Fd Vi (FID)
This table provides information about the institutional ownership of First Tr Exchange Trded Fd Vi (FID) during Q1 2025. The information is specifically focused on institutions that hold shares of FIRST TR EXCHANGE-TRDED FD VI .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
35.7K+ 77654.35% |
$565K - $626K
|
35.8K
$646K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
34.5K+ 5.5% |
$546K - $605K
|
662K
$12M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
23.6KNew |
$373K - $413K
|
23.6K
$425K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
22.1KNew |
$350K - $388K
|
22.1K
$400K
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
19.9K+ 10.75% |
$314K - $348K
|
205K
$3.7M
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
16.6K+ 19.2% |
$263K - $291K
|
103K
$1.86M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.97K+ 10.21% |
$142K - $157K
|
96.8K
$1.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
7.67K+ 31.41% |
$121K - $134K
|
32.1K
$579K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.24K+ 21.53% |
$98.7K - $109K
|
35.2K
$636K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.86K+ 2.52% |
$92.7K - $103K
|
238K
$4.3M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.78K+ 7.84% |
$75.6K - $83.7K
|
65.7K
$1.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.77K+ 16.85% |
$75.5K - $83.6K
|
33.1K
$597K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.31KNew |
$20.8K - $23K
|
1.31K
$23.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
603New |
$9.55K - $10.6K
|
603
$10.9K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
160New |
$2.53K - $2.8K
|
160
$2.89K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
73+ 1.67% |
$1.16K - $1.28K
|
4.46K
$80.5K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.01% |
$63.3 - $70.1
|
29.4K
$531K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 0.18% |
$31.7 - $35.1
|
1.13K
$20.3K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-566- 3.71% |
$8.96K - $9.92K
|
14.7K
$265K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-1.03K- 7.54% |
$16.2K - $18K
|
12.6K
$227K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1.25K- 60.68% |
$19.8K - $21.9K
|
810
$14.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-1.66K- 7.23% |
$26.3K - $29.2K
|
21.3K
$385K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.57K- 3.35% |
$40.7K - $45.1K
|
74.3K
$1.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-8.77K- 42.72% |
$139K - $154K
|
11.8K
$212K
|