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 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-36- 2.8% |
$1.13K - $1.32K
|
1.25K
$43.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.38K- 7.37% |
$106K - $124K
|
42.4K
$1.47M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.35K- 5.97% |
$136K - $159K
|
68.4K
$2.38M
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-33.5K- 31.08% |
$1.07M - $1.19M
|
74.3K
$2.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.96K- 19.53% |
$62.8K - $69.4K
|
8.07K
$281K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-914- 91.49% |
$29.3K - $32.4K
|
85
$2.95K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.12K- 25.13% |
$35.9K - $39.6K
|
3.33K
$116K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-200- 3.21% |
$6.42K - $6.92K
|
6.03K
$210K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
190New |
$6.1K - $6.57K
|
190
$6.6K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
312New |
$10K - $10.8K
|
312
$10.8K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
20+ 0.13% |
$642 - $692
|
14.9K
$518K
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-111- 0.73% |
$3.56K - $3.84K
|
15.1K
$525K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
100New |
$3.21K - $3.46K
|
100
$3.48K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-2.07K- 44.48% |
$61.6K - $68.2K
|
2.58K
$89.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
7.79KNew |
$232K - $257K
|
7.79K
$271K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-983- 66.55% |
$29.3K - $32.4K
|
494
$17.2K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-840- 9.65% |
$25.7K - $29.1K
|
7.87K
$273K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.58K- 21.83% |
$140K - $159K
|
16.4K
$570K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
166New |
$5.08K - $5.75K
|
166
$5.77K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-430- 47.78% |
$13.2K - $14.9K
|
470
$16.3K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.14K- 16.74% |
$68.5K - $71.8K
|
10.6K
$369K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-4.14K- 98.78% |
$133K - $139K
|
51
$1.77K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
690New |
$22.1K - $23.2K
|
690
$24K
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
199+ 1.0% |
$6.38K - $6.69K
|
20K
$696K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
375New |
$12K - $12.6K
|
375
$13K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
99New |
$3.12K - $3.57K
|
99
$3.44K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
267New |
$8.43K - $9.63K
|
267
$9.28K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
7+ 0.11% |
$221 - $252
|
6.26K
$218K
|
|
|
May 15, 2023
Q1 2023
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-203K- 88.94% |
$6.4M - $7.31M
|
25.2K
$876K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.49K+ 54.14% |
$110K - $126K
|
9.95K
$346K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
710New |
$22.4K - $25.6K
|
710
$24.7K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3.5K- 13.74% |
$110K - $126K
|
22K
$764K
|
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1.56K- 39.51% |
$49.2K - $56.3K
|
2.39K
$83K
|
|
|
May 01, 2023
Q1 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-767- 8.84% |
$24.2K - $27.7K
|
7.91K
$275K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
253New |
$7.98K - $9.12K
|
253
$8.79K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-808- 8.03% |
$27.7K - $28.9K
|
9.26K
$322K
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.04M- 97.14% |
$35.8M - $37.4M
|
30.7K
$1.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
100New |
$3.43K - $3.58K
|
100
$3.48K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.93% |
$34.3 - $35.8
|
106
$3.68K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.29K- 16.53% |
$44.1K - $46K
|
6.49K
$226K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
85New |
$2.91K - $3.04K
|
85
$2.95K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
711New |
$24.4K - $25.5K
|
711
$24.7K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
8.08KNew |
$277K - $289K
|
8.08K
$281K
|
|
| Q3 2022 | |||||||
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.7KNew |
$351K - $393K
|
10.7K
$372K
|
|
|
Nov 09, 2022
Q3 2022
|
Clarus Group, Inc.
|
SELL
|
- |
-615- 3.14% |
$20.2K - $22.6K
|
18.9K
$658K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 0.27% |
$32.8 - $36.7
|
377
$13.1K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
418New |
$13.7K - $15.4K
|
418
$14.5K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
414+ 414.0% |
$13.9K - $15.6K
|
514
$17.9K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-6.42KClosed |
$216K - $242K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-5.97KClosed |
$201K - $225K
|
0
$0
|
|