Purchases and Sales Made in Q3 2023 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 2023. 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, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
37.9KNew |
$1.16M - $1.31M
|
37.9K
$1.44M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.81K+ 975.8% |
$178K - $201K
|
6.4K
$243K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
4.65KNew |
$142K - $161K
|
4.65K
$177K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.54K+ 54.13% |
$47K - $53.2K
|
4.37K
$166K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
983+ 198.99% |
$30.1K - $34.1K
|
1.48K
$56.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
533+ 2.21% |
$16.3K - $18.5K
|
24.6K
$936K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
258New |
$7.9K - $8.94K
|
258
$9.81K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
166New |
$5.08K - $5.75K
|
166
$6.31K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
11+ 0.07% |
$337 - $381
|
14.8K
$565K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-15- 0.29% |
$459 - $520
|
5.15K
$196K
|
|
|
Oct 19, 2023
Q3 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-21- 0.13% |
$643 - $728
|
15.9K
$605K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-61- 8.05% |
$1.87K - $2.11K
|
697
$26.5K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-133- 0.1% |
$4.07K - $4.61K
|
133K
$5.08M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-141- 3.53% |
$4.32K - $4.89K
|
3.86K
$147K
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
SELL
|
- |
-238- 1.39% |
$7.29K - $8.25K
|
16.9K
$644K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-305- 1.97% |
$9.34K - $10.6K
|
15.2K
$577K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-430- 47.78% |
$13.2K - $14.9K
|
470
$17.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-475- 2.57% |
$14.5K - $16.5K
|
18K
$684K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-561- 1.91% |
$17.2K - $19.4K
|
28.9K
$1.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-840- 9.65% |
$25.7K - $29.1K
|
7.87K
$299K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-999- 0.93% |
$30.6K - $34.6K
|
107K
$4.06M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.06K- 4.75% |
$32.4K - $36.6K
|
21.2K
$807K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-2.78K- 23.03% |
$85.1K - $96.3K
|
9.29K
$354K
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.08K- 18.47% |
$94.2K - $107K
|
13.6K
$517K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.63K- 10.39% |
$111K - $126K
|
31.3K
$1.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.58K- 21.83% |
$140K - $159K
|
16.4K
$624K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.07K- 5.22% |
$155K - $176K
|
92.1K
$3.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.38K- 2.17% |
$165K - $186K
|
242K
$9.21M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.82K- 18.26% |
$178K - $202K
|
26K
$991K
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-6.05K- 45.96% |
$185K - $210K
|
7.11K
$271K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.5K- 29.66% |
$352K - $399K
|
27.3K
$1.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-15.9K- 9.08% |
$486K - $551K
|
159K
$6.06M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-17K- 17.21% |
$521K - $590K
|
81.9K
$3.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-28.1K- 80.73% |
$860K - $974K
|
6.71K
$255K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-42.5K- 20.61% |
$1.3M - $1.47M
|
164K
$6.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-63.9K- 48.36% |
$1.96M - $2.21M
|
68.2K
$2.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-77.2K- 11.2% |
$2.36M - $2.68M
|
612K
$23.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-87.6K- 51.98% |
$2.68M - $3.04M
|
81K
$3.08M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-90K- 6.5% |
$2.75M - $3.12M
|
1.29M
$49.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-229K- 40.79% |
$7.02M - $7.95M
|
333K
$12.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-298K- 68.4% |
$9.12M - $10.3M
|
138K
$5.23M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-298K- 70.56% |
$9.12M - $10.3M
|
124K
$4.73M
|