Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
137K+ 17.25% |
$4.51M - $5.05M
|
934K
$33.9M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
119K+ 118.82% |
$3.9M - $4.37M
|
219K
$7.94M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
106K+ 195.31% |
$3.48M - $3.89M
|
160K
$5.81M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
84.6K+ 15.81% |
$2.78M - $3.11M
|
620K
$22.5M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
31.7K+ 47.18% |
$1.04M - $1.17M
|
99K
$3.59M
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
22.2K+ 7.09% |
$730K - $816K
|
336K
$12.2M
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
20.4KNew |
$670K - $750K
|
20.4K
$740K
|
|
Oct 12, 2022
Q3 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
16.2K+ 98.66% |
$531K - $594K
|
32.5K
$1.18M
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.7KNew |
$351K - $393K
|
10.7K
$388K
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.7KNew |
$351K - $393K
|
10.7K
$388K
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.06KNew |
$298K - $333K
|
9.06K
$329K
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.44K+ 6.66% |
$277K - $310K
|
135K
$4.9M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.1K+ 22.41% |
$200K - $224K
|
33.3K
$1.21M
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.49K+ 1.69% |
$180K - $202K
|
331K
$12M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.86K+ 3.87% |
$159K - $178K
|
130K
$4.73M
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.57K+ 56.5% |
$117K - $131K
|
9.88K
$358K
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.27K+ 20.72% |
$107K - $120K
|
19.1K
$691K
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.14KNew |
$103K - $115K
|
3.14K
$114K
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.35K+ 21.4% |
$77.1K - $86.2K
|
13.3K
$483K
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.14K+ 0.33% |
$37.3K - $41.7K
|
347K
$12.6M
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
858+ 3.73% |
$28.2K - $31.5K
|
23.8K
$865K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
763New |
$25.1K - $28K
|
763
$27.7K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
579+ 4.08% |
$19K - $21.3K
|
14.8K
$536K
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
425+ 0.65% |
$14K - $15.6K
|
66K
$2.39M
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
418New |
$13.7K - $15.4K
|
418
$15.2K
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
362+ 0.77% |
$11.9K - $13.3K
|
47.3K
$1.72M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
262+ 0.99% |
$8.6K - $9.62K
|
26.6K
$966K
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
106+ 96.36% |
$3.48K - $3.89K
|
216
$7.83K
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
13+ 0.1% |
$427 - $477
|
13.6K
$493K
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 0.27% |
$32.8 - $36.7
|
377
$13.7K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-44- 0.09% |
$1.44K - $1.62K
|
46.9K
$1.7M
|
|
Oct 27, 2022
Q3 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-85- 1.97% |
$2.79K - $3.12K
|
4.23K
$154K
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-94- 46.77% |
$3.09K - $3.45K
|
107
$3.88K
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-162- 2.54% |
$5.32K - $5.95K
|
6.21K
$225K
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-468- 2.49% |
$15.4K - $17.2K
|
18.3K
$665K
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-605- 6.01% |
$19.9K - $22.2K
|
9.46K
$343K
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-605- 22.27% |
$19.9K - $22.2K
|
2.11K
$76.6K
|
|
Nov 09, 2022
Q3 2022
|
Clarus Group, Inc.
|
SELL
|
- |
-615- 3.14% |
$20.2K - $22.6K
|
18.9K
$687K
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-780- 9.11% |
$25.6K - $28.6K
|
7.78K
$282K
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.67K- 1.3% |
$54.7K - $61.2K
|
126K
$4.58M
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.39K- 7.48% |
$78.4K - $87.7K
|
29.5K
$1.07M
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.81K- 3.5% |
$92.4K - $103K
|
77.5K
$2.81M
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
SELL
|
- |
-3.22K- 14.35% |
$106K - $118K
|
19.2K
$697K
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-3.29K- 31.54% |
$108K - $121K
|
7.13K
$259K
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.57K- 36.1% |
$117K - $131K
|
6.31K
$229K
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.65K- 40.07% |
$153K - $171K
|
6.95K
$252K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.86K- 3.23% |
$160K - $179K
|
146K
$5.28M
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-5.69K- 17.46% |
$187K - $209K
|
26.9K
$975K
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-6.05K- 45.96% |
$199K - $222K
|
7.11K
$258K
|