Latest Institutional Transactions on First Tr Exche Trd Fd Vi Dorse (FVC)
This table provides information on the latest institutional transactions involving First Tr Exche Trd Fd Vi Dorse (FVC) 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-35- 9.86% |
$1.22K - $1.33K
|
320
$11.1K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
51+ 2.09% |
$1.78K - $1.94K
|
2.49K
$86.5K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.45K- 15.2% |
$50.4K - $55K
|
8.07K
$281K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.24K- 0.93% |
$43.3K - $47.3K
|
132K
$4.6M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
847+ 5.18% |
$29.5K - $32.2K
|
17.2K
$598K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.72KNew |
$234K - $255K
|
6.72K
$233K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.39% |
$34.8 - $38
|
257
$8.93K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
19.6K+ 142.84% |
$681K - $743K
|
33.2K
$1.16M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-59.1K- 19.92% |
$2.06M - $2.25M
|
238K
$8.26M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.12K- 7.95% |
$73.8K - $80.6K
|
24.6K
$853K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.08K+ 14.02% |
$37.4K - $40.9K
|
8.74K
$304K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
11New |
$383 - $418
|
11
$382
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.03K- 8.04% |
$140K - $153K
|
46K
$1.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
6+ 0.07% |
$209 - $228
|
8.34K
$290K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-8.29K- 32.72% |
$289K - $315K
|
17K
$592K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
35+ 0.41% |
$1.22K - $1.33K
|
8.63K
$300K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-410- 50.0% |
$14.3K - $15.6K
|
410
$14.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
262+ 3.19% |
$9.13K - $9.96K
|
8.47K
$294K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-101- 1.65% |
$3.52K - $3.84K
|
6.03K
$209K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.41K+ 40.4% |
$188K - $206K
|
18.8K
$653K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-150- 0.69% |
$5.22K - $5.7K
|
21.5K
$747K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.44K- 10.56% |
$50.1K - $54.6K
|
12.2K
$423K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-91- 0.33% |
$3.17K - $3.46K
|
27.2K
$946K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
148New |
$5.15K - $5.63K
|
148
$5.14K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
158New |
$5.5K - $6.01K
|
158
$5.49K
|
|
| Q4 2024 | |||||||
|
Apr 23, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1+ 0.0% |
$35.3 - $38.8
|
108K
$3.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.6K+ 77.29% |
$515K - $566K
|
33.4K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.95K- 5.67% |
$351K - $386K
|
166K
$5.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
19.7KNew |
$697K - $766K
|
19.7K
$686K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-24K- 9.98% |
$848K - $933K
|
217K
$7.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-723- 1.94% |
$25.5K - $28.1K
|
36.5K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-365K- 57.21% |
$12.9M - $14.2M
|
273K
$9.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-22.1K- 74.66% |
$780K - $858K
|
7.5K
$261K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-4.04K- 1.23% |
$143K - $157K
|
323K
$11.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-265- 3.88% |
$9.36K - $10.3K
|
6.56K
$228K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-57- 0.79% |
$2.01K - $2.21K
|
7.12K
$248K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.6K- 7.32% |
$91.7K - $101K
|
32.9K
$1.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.1K- 3.54% |
$251K - $276K
|
193K
$6.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.9K+ 87.83% |
$525K - $577K
|
31.8K
$1.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.56K- 52.71% |
$302K - $332K
|
7.68K
$267K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
6.64KNew |
$235K - $258K
|
6.64K
$231K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
30K+ 14279.52% |
$1.06M - $1.16M
|
30.2K
$1.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-68- 0.45% |
$2.4K - $2.64K
|
15.1K
$524K
|
|
| Q3 2024 | |||||||
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
1.18K+ 9.38% |
$37K - $43.2K
|
13.8K
$478K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-200- 50.0% |
$6.28K - $7.33K
|
200
$6.95K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.8KNew |
$560K - $654K
|
17.8K
$620K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-165- 4.28% |
$5.18K - $6.05K
|
3.69K
$128K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
791New |
$24.8K - $29K
|
791
$27.5K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-200- 50.0% |
$6.28K - $7.33K
|
200
$6.95K
|
|