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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.43K- 1.7% |
$146K - $157K
|
255K
$9.2M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.07K+ 75.75% |
$167K - $180K
|
11.8K
$424K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-69.2K- 34.35% |
$2.28M - $2.46M
|
132K
$4.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14K+ 7.29% |
$463K - $499K
|
207K
$7.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
33+ 0.17% |
$1.09K - $1.17K
|
19.8K
$713K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-16.3K- 73.28% |
$536K - $578K
|
5.93K
$214K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-806- 0.51% |
$26.6K - $28.6K
|
157K
$5.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.13K- 3.59% |
$37.2K - $40.1K
|
30.3K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.78K- 18.97% |
$190K - $205K
|
24.7K
$889K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
133K+ 62.03% |
$4.39M - $4.73M
|
348K
$12.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.97K+ 41.57% |
$263K - $283K
|
27.1K
$979K
|
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
58+ 0.68% |
$1.91K - $2.06K
|
8.53K
$307K
|
|
|
Aug 13, 2025
Q2 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
SELL
|
- |
-438- 5.48% |
$14.4K - $15.6K
|
7.55K
$272K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.65K- 31.45% |
$186K - $201K
|
12.3K
$444K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-796- 2.64% |
$26.2K - $28.3K
|
29.4K
$1.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.1K- 3.83% |
$300K - $323K
|
228K
$8.24M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.48KNew |
$181K - $195K
|
5.48K
$197K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-117K- 88.21% |
$3.85M - $4.15M
|
15.6K
$563K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-248- 0.54% |
$8.18K - $8.81K
|
45.8K
$1.65M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-393- 4.49% |
$13K - $14K
|
8.35K
$301K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.31K+ 7.67% |
$43.1K - $46.5K
|
18.4K
$662K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
11.9K+ 3.73% |
$391K - $421K
|
330K
$11.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.28K- 7.46% |
$42.3K - $45.6K
|
15.9K
$574K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
300New |
$9.89K - $10.7K
|
300
$10.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.87K- 19.82% |
$160K - $173K
|
19.7K
$710K
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-803- 9.3% |
$26.5K - $28.5K
|
7.83K
$282K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-657- 7.87% |
$21.7K - $23.3K
|
7.69K
$277K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-41- 0.19% |
$1.35K - $1.46K
|
21.5K
$773K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-293- 4.86% |
$9.66K - $10.4K
|
5.73K
$207K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
72+ 1.07% |
$2.37K - $2.56K
|
6.79K
$245K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-59- 22.96% |
$1.95K - $2.1K
|
198
$7.14K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.25KNew |
$41.3K - $44.5K
|
1.25K
$45.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.46K+ 9.64% |
$48.1K - $51.8K
|
16.6K
$598K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
20.8K+ 76.53% |
$687K - $740K
|
48.1K
$1.73M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.21K+ 11.77% |
$72.9K - $78.6K
|
21K
$757K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
691+ 466.89% |
$22.8K - $24.6K
|
839
$30.2K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2+ 1.27% |
$65.9 - $71.1
|
160
$5.77K
|
|
| Q1 2025 | |||||||
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-20.2K- 60.82% |
$704K - $769K
|
13K
$469K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
46.8KNew |
$1.63M - $1.78M
|
46.8K
$1.69M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14.6KNew |
$509K - $556K
|
14.6K
$527K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-1.18K- 9.4% |
$41.2K - $44.9K
|
11.4K
$411K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-35- 9.86% |
$1.22K - $1.33K
|
320
$11.5K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.45K- 15.2% |
$50.4K - $55K
|
8.07K
$291K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
51+ 2.09% |
$1.78K - $1.94K
|
2.49K
$89.7K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
11New |
$383 - $418
|
11
$397
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-410- 50.0% |
$14.3K - $15.6K
|
410
$14.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.44K- 10.56% |
$50.1K - $54.6K
|
12.2K
$439K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-22.1K- 74.66% |
$780K - $858K
|
7.5K
$270K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-57- 0.79% |
$2.01K - $2.21K
|
7.12K
$257K
|
|