Purchases and Sales Made in Q3 2023 in First Trust ETF Vi First Trust (FTQI)
This table provides information about the institutional ownership of First Trust ETF Vi First Trust (FTQI) during Q3 2023. The information is specifically focused on institutions that hold shares of FIRST TRUST ETF VI FIRST TRUST.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
350K+ 104.1% |
$6.56M - $7.04M
|
687K
$13.5M
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
115KNew |
$2.16M - $2.31M
|
115K
$2.26M
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
48K+ 25.89% |
$897K - $963K
|
233K
$4.57M
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
24.5KNew |
$458K - $492K
|
24.5K
$480K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
24K+ 3340.33% |
$449K - $482K
|
24.7K
$485K
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
18.4KNew |
$344K - $369K
|
18.4K
$360K
|
|
Oct 17, 2023
Q3 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
18KNew |
$337K - $362K
|
18K
$353K
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.8KNew |
$258K - $277K
|
13.8K
$271K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13KNew |
$243K - $261K
|
13K
$254K
|
|
Nov 15, 2023
Q3 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
11.7K+ 49.6% |
$218K - $234K
|
35.2K
$689K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
8.51K+ 534.8% |
$159K - $171K
|
10.1K
$198K
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.24K+ 24.77% |
$154K - $165K
|
41.5K
$813K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.48K+ 34.08% |
$140K - $150K
|
29.4K
$577K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.24K+ 49.33% |
$98K - $105K
|
15.9K
$311K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.54K+ 29.23% |
$66.1K - $71K
|
15.6K
$306K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2.05KNew |
$38.4K - $41.2K
|
2.05K
$40.2K
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.63K+ 3.95% |
$30.5K - $32.8K
|
43K
$842K
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.57K+ 35.54% |
$29.4K - $31.6K
|
6K
$118K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.53KNew |
$28.7K - $30.8K
|
1.53K
$30K
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.5KNew |
$28.1K - $30.1K
|
1.5K
$29.4K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
530+ 4.92% |
$9.92K - $10.6K
|
11.3K
$222K
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
507+ 5.07% |
$9.49K - $10.2K
|
10.5K
$206K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
15New |
$281 - $301
|
15
$294
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$18.7 - $20.1
|
0
$0
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-102- 0.17% |
$1.91K - $2.05K
|
60.8K
$1.19M
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-232- 0.29% |
$4.34K - $4.66K
|
80.2K
$1.57M
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.11K- 10.93% |
$20.7K - $22.2K
|
9.01K
$177K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.89K- 3.53% |
$72.7K - $78.1K
|
106K
$2.08M
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-9.05K- 4.71% |
$169K - $182K
|
183K
$3.59M
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-24.5K- 4.1% |
$459K - $492K
|
574K
$11.2M
|