Latest Institutional Purchases of First Tr Exche Trd Fd Vi Dorse (FVC)
This list provides information on the latest institutional transactions involving First Tr Exche Trd Fd Vi Dorse (FVC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
133K+ 62.03% |
$4.39M - $4.73M
|
348K
$12.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
20.8K+ 76.53% |
$687K - $740K
|
48.1K
$1.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14K+ 7.29% |
$463K - $499K
|
207K
$7.45M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
11.9K+ 3.73% |
$391K - $421K
|
330K
$11.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.97K+ 41.57% |
$263K - $283K
|
27.1K
$979K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.48KNew |
$181K - $195K
|
5.48K
$197K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.07K+ 75.75% |
$167K - $180K
|
11.8K
$424K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.21K+ 11.77% |
$72.9K - $78.6K
|
21K
$757K
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.46K+ 9.64% |
$48.1K - $51.8K
|
16.6K
$598K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.31K+ 7.67% |
$43.1K - $46.5K
|
18.4K
$662K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.25KNew |
$41.3K - $44.5K
|
1.25K
$45.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
691+ 466.89% |
$22.8K - $24.6K
|
839
$30.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
300New |
$9.89K - $10.7K
|
300
$10.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
72+ 1.07% |
$2.37K - $2.56K
|
6.79K
$245K
|
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
58+ 0.68% |
$1.91K - $2.06K
|
8.53K
$307K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
33+ 0.17% |
$1.09K - $1.17K
|
19.8K
$713K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2+ 1.27% |
$65.9 - $71.1
|
160
$5.77K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
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 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
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
6.64KNew |
$235K - $258K
|
6.64K
$240K
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
791New |
$24.8K - $29K
|
791
$28.5K
|
|
| Q1 2024 | |||||||
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
312New |
$10K - $10.8K
|
312
$11.2K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
190New |
$6.1K - $6.57K
|
190
$6.85K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
100New |
$3.21K - $3.46K
|
100
$3.6K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
20+ 0.13% |
$642 - $692
|
14.9K
$537K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
7.79KNew |
$232K - $257K
|
7.79K
$281K
|
|
| Q3 2023 | |||||||
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
166New |
$5.08K - $5.75K
|
166
$5.98K
|
|
| Q2 2023 | |||||||
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
690New |
$22.1K - $23.2K
|
690
$24.9K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
375New |
$12K - $12.6K
|
375
$13.5K
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
199+ 1.0% |
$6.38K - $6.69K
|
20K
$722K
|
|
| Q1 2023 | |||||||
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.49K+ 54.14% |
$110K - $126K
|
9.95K
$359K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
267New |
$8.43K - $9.63K
|
267
$9.63K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
253New |
$7.98K - $9.12K
|
253
$9.12K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
99New |
$3.12K - $3.57K
|
99
$3.57K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
7+ 0.11% |
$221 - $252
|
6.26K
$226K
|
|
| Q4 2022 | |||||||
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
8.08KNew |
$277K - $289K
|
8.08K
$291K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
711New |
$24.4K - $25.5K
|
711
$25.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
100New |
$3.43K - $3.58K
|
100
$3.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
85New |
$2.91K - $3.04K
|
85
$3.06K
|
|
| Q3 2022 | |||||||
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.7KNew |
$351K - $393K
|
10.7K
$386K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
418New |
$13.7K - $15.4K
|
418
$15.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 0.27% |
$32.8 - $36.7
|
377
$13.6K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
47.1KNew |
$1.63M - $1.82M
|
47.1K
$1.7M
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.19KNew |
$41.1K - $45.9K
|
1.19K
$43K
|
|
| Q3 2021 | |||||||
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
610New |
$21.1K - $22.7K
|
610
$22K
|
|
| Q4 2020 | |||||||
|
Jan 27, 2021
Q4 2020
|
Cwm, LLC
|
BUY
|
- |
8.26K+ 34.93% |
$214K - $259K
|
31.9K
$1.15M
|
|
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
221New |
$5.73K - $6.92K
|
221
$7.97K
|
|