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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.74K- 20.38% |
$117K - $137K
|
14.6K
$530K
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
21.5K+ 266.9% |
$676K - $790K
|
29.6K
$1.07M
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-200- 50.0% |
$6.28K - $7.33K
|
200
$7.25K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-14.6K- 5.72% |
$458K - $535K
|
241K
$8.73M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
785+ 13.0% |
$24.6K - $28.8K
|
6.82K
$248K
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-53- 0.73% |
$1.66K - $1.94K
|
7.18K
$260K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.55K- 3.6% |
$206K - $240K
|
175K
$6.36M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-23.1K- 3.5% |
$727K - $849K
|
639K
$23.2M
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-818- 5.3% |
$25.7K - $30K
|
14.6K
$531K
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.8KNew |
$560K - $654K
|
17.8K
$647K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.41K- 16.62% |
$233K - $272K
|
37.2K
$1.35M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.69K+ 16.61% |
$84.3K - $98.5K
|
18.9K
$684K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-165- 4.28% |
$5.18K - $6.05K
|
3.69K
$134K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-16.1K- 48.74% |
$505K - $590K
|
16.9K
$614K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.1K- 2.95% |
$192K - $224K
|
200K
$7.27M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19.6K- 54.71% |
$616K - $720K
|
16.2K
$589K
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.49K- 4.03% |
$46.7K - $54.5K
|
35.5K
$1.29M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.04K- 8.78% |
$32.7K - $38.1K
|
10.8K
$392K
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
43K+ 45.8% |
$1.35M - $1.58M
|
137K
$4.96M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.05K- 2.53% |
$253K - $295K
|
311K
$11.3M
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
791New |
$24.8K - $29K
|
791
$28.7K
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
355New |
$11.1K - $13K
|
355
$12.9K
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-34.5K- 9.54% |
$1.08M - $1.27M
|
328K
$11.9M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
312+ 3.45% |
$9.8K - $11.4K
|
9.36K
$339K
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
10+ 0.04% |
$314 - $367
|
25.5K
$924K
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-200- 50.0% |
$6.28K - $7.33K
|
200
$7.25K
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.35K- 9.9% |
$73.8K - $86.2K
|
21.4K
$776K
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
7.74KNew |
$243K - $284K
|
7.74K
$281K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.39% |
$31.4 - $36.7
|
256
$9.29K
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.39K+ 95.9% |
$74.9K - $87.5K
|
4.87K
$177K
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-36- 2.8% |
$1.13K - $1.32K
|
1.25K
$45.3K
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.2K- 4.04% |
$37.7K - $44.1K
|
28.6K
$1.04M
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
291+ 2.21% |
$9.14K - $10.7K
|
13.5K
$488K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-62- 0.22% |
$1.95K - $2.27K
|
28.3K
$1.03M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.25K- 16.33% |
$39.4K - $46K
|
6.43K
$233K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.78K- 14.83% |
$307K - $359K
|
56.1K
$2.04M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-690- 3.8% |
$21.7K - $25.3K
|
17.4K
$633K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.35K- 5.97% |
$136K - $159K
|
68.4K
$2.48M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.38K- 7.37% |
$106K - $124K
|
42.4K
$1.54M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-150- 41.67% |
$4.71K - $5.5K
|
210
$7.62K
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-87- 0.57% |
$2.73K - $3.19K
|
15.1K
$549K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 0.57% |
$31.4 - $36.7
|
177
$6.42K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-33.5K- 31.08% |
$1.07M - $1.19M
|
74.3K
$2.69M
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.96K- 19.53% |
$62.8K - $69.4K
|
8.07K
$293K
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-914- 91.49% |
$29.3K - $32.4K
|
85
$3.08K
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.12K- 25.13% |
$35.9K - $39.6K
|
3.33K
$121K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-200- 3.21% |
$6.42K - $6.92K
|
6.03K
$219K
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
190New |
$6.1K - $6.57K
|
190
$6.89K
|
|
May 13, 2024
Q1 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
8.45KNew |
$271K - $292K
|
8.45K
$306K
|