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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
108KNew |
$3.82M - $4.2M
|
108K
$3.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
30K+ 14279.52% |
$1.06M - $1.16M
|
30.2K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
19.7KNew |
$697K - $766K
|
19.7K
$729K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.9K+ 87.83% |
$525K - $577K
|
31.8K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.6K+ 77.29% |
$515K - $566K
|
33.4K
$1.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
8.6KNew |
$304K - $334K
|
8.6K
$317K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
6.64KNew |
$235K - $258K
|
6.64K
$245K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.21K+ 50.86% |
$113K - $125K
|
9.52K
$351K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
465+ 6.01% |
$16.4K - $18.1K
|
8.21K
$303K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
408New |
$14.4K - $15.8K
|
408
$15.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
245+ 1.14% |
$8.65K - $9.51K
|
21.6K
$799K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.8KNew |
$560K - $654K
|
17.8K
$658K
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
1.18K+ 9.38% |
$37K - $43.2K
|
13.8K
$508K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
791New |
$24.8K - $29K
|
791
$29.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
355New |
$11.1K - $13K
|
355
$13.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.39% |
$31.4 - $36.7
|
256
$9.45K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 0.57% |
$31.4 - $36.7
|
177
$6.53K
|
|
| Q1 2024 | |||||||
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
312New |
$10K - $10.8K
|
312
$11.5K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
190New |
$6.1K - $6.57K
|
190
$7.01K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
100New |
$3.21K - $3.46K
|
100
$3.69K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
20+ 0.13% |
$642 - $692
|
14.9K
$550K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
7.79KNew |
$232K - $257K
|
7.79K
$287K
|
|
| Q3 2023 | |||||||
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
166New |
$5.08K - $5.75K
|
166
$6.13K
|
|
| Q2 2023 | |||||||
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
690New |
$22.1K - $23.2K
|
690
$25.5K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
375New |
$12K - $12.6K
|
375
$13.8K
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
199+ 1.0% |
$6.38K - $6.69K
|
20K
$740K
|
|
| Q1 2023 | |||||||
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.49K+ 54.14% |
$110K - $126K
|
9.95K
$367K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
710New |
$22.4K - $25.6K
|
710
$26.2K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
267New |
$8.43K - $9.63K
|
267
$9.86K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
253New |
$7.98K - $9.12K
|
253
$9.34K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
99New |
$3.12K - $3.57K
|
99
$3.66K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
7+ 0.11% |
$221 - $252
|
6.26K
$231K
|
|
| Q4 2022 | |||||||
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
8.08KNew |
$277K - $289K
|
8.08K
$298K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
711New |
$24.4K - $25.5K
|
711
$26.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
100New |
$3.43K - $3.58K
|
100
$3.69K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
85New |
$2.91K - $3.04K
|
85
$3.14K
|
|
| Q3 2022 | |||||||
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.7KNew |
$351K - $393K
|
10.7K
$395K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
418New |
$13.7K - $15.4K
|
418
$15.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 0.27% |
$32.8 - $36.7
|
377
$13.9K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
414+ 414.0% |
$13.9K - $15.6K
|
514
$19K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
47.1KNew |
$1.63M - $1.82M
|
47.1K
$1.74M
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.19KNew |
$41.1K - $45.9K
|
1.19K
$44K
|
|
| Q3 2021 | |||||||
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
610New |
$21.1K - $22.7K
|
610
$22.5K
|
|
| Q4 2020 | |||||||
|
Jan 27, 2021
Q4 2020
|
Cwm, LLC
|
BUY
|
- |
8.26K+ 34.93% |
$214K - $259K
|
31.9K
$1.18M
|
|
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
221New |
$5.73K - $6.92K
|
221
$8.16K
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.35K+ 307.86% |
$48.2K - $69.8K
|
3.11K
$115K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
574New |
$14.9K - $15.9K
|
574
$21.2K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
109KNew |
$2.98M - $3.21M
|
109K
$4.01M
|
|