Purchases and Sales Made in Q2 2022 in First Tr Exche Trd Fd Vi Dorse (FVC)
This table provides information about the institutional ownership of First Tr Exche Trd Fd Vi Dorse (FVC) during Q2 2022. The information is specifically focused on institutions that hold shares of FIRST TR EXCHE-TRD FD VI DORSE.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
210K+ 155.25% |
$7.07M - $7.92M
|
346K
$13.2M
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
209K+ 179.83% |
$7.03M - $7.88M
|
326K
$12.4M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
88.8K+ 12.54% |
$2.98M - $3.35M
|
797K
$30.3M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
88.8K+ 12.54% |
$2.98M - $3.35M
|
797K
$30.3M
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
81.1K+ 17.88% |
$2.73M - $3.06M
|
535K
$20.4M
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
54.8K+ 149.84% |
$1.84M - $2.07M
|
91.4K
$3.48M
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
37.8K+ 60.76% |
$1.27M - $1.42M
|
100K
$3.81M
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
22.5K+ 21.54% |
$755K - $846K
|
127K
$4.82M
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.55K+ 54.12% |
$321K - $360K
|
27.2K
$1.03M
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
6.37KNew |
$214K - $240K
|
6.37K
$242K
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.45K+ 17.79% |
$183K - $205K
|
36.1K
$1.37M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.78K+ 7.65% |
$161K - $180K
|
67.3K
$2.56M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.05KNew |
$103K - $115K
|
3.05K
$116K
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
2.35K+ 3.01% |
$78.8K - $88.3K
|
80.3K
$3.06M
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.75K+ 3.86% |
$58.6K - $65.7K
|
47K
$1.79M
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.63K+ 0.52% |
$54.9K - $61.5K
|
314K
$11.9M
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
808+ 8.73% |
$27.2K - $30.4K
|
10.1K
$383K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
414+ 414.0% |
$13.9K - $15.6K
|
514
$19.6K
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
275+ 1.21% |
$9.24K - $10.4K
|
23K
$874K
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
110New |
$3.7K - $4.14K
|
110
$4.18K
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 0.27% |
$33.6 - $37.7
|
376
$14.3K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-18- 0.17% |
$605 - $678
|
10.4K
$396K
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-21- 9.46% |
$706 - $791
|
201
$7.65K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-29- 2.22% |
$975 - $1.09K
|
1.28K
$48.7K
|
|
Aug 10, 2022
Q2 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-90- 2.04% |
$3.02K - $3.39K
|
4.32K
$164K
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-123- 0.23% |
$4.13K - $4.63K
|
54.3K
$2.06M
|
|
Jul 13, 2022
Q2 2022
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-315- 1.89% |
$10.6K - $11.9K
|
16.4K
$623K
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-361- 1.88% |
$12.1K - $13.6K
|
18.8K
$715K
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
SELL
|
- |
-459- 2.01% |
$15.4K - $17.3K
|
22.4K
$853K
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-469- 1.75% |
$15.8K - $17.7K
|
26.4K
$1M
|
|
Jul 18, 2022
Q2 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-493- 3.36% |
$16.6K - $18.6K
|
14.2K
$540K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-585Closed |
$19.7K - $22K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-640- 5.23% |
$21.5K - $24.1K
|
11.6K
$441K
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-786- 7.25% |
$26.4K - $29.6K
|
10.1K
$383K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.03K- 0.81% |
$34.6K - $38.8K
|
126K
$4.78M
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.21K- 7.09% |
$40.5K - $45.4K
|
15.8K
$601K
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.43K- 34.51% |
$48.1K - $53.9K
|
2.72K
$103K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.99K- 1.3% |
$66.7K - $74.8K
|
150K
$5.72M
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.32K- 6.64% |
$77.8K - $87.2K
|
32.6K
$1.24M
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.05KClosed |
$103K - $115K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-3.89K- 22.3% |
$131K - $147K
|
13.6K
$516K
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.22K- 6.04% |
$142K - $159K
|
65.6K
$2.5M
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-4.93K- 40.94% |
$166K - $186K
|
7.11K
$271K
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.23K- 37.91% |
$176K - $197K
|
8.56K
$326K
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-5.79KClosed |
$194K - $218K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-5.97KClosed |
$201K - $225K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-6.42KClosed |
$216K - $242K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.4K- 18.81% |
$249K - $279K
|
31.9K
$1.21M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.85K- 47.31% |
$331K - $371K
|
11K
$417K
|