Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
201K+ 177.82% |
$7.04M - $7.96M
|
314K
$12M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
124KNew |
$4.34M - $4.91M
|
124K
$4.72M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
26.9K+ 27.24% |
$942K - $1.06M
|
126K
$4.78M
|
|
|
Feb 10, 2022
Q4 2021
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
16.7KNew |
$583K - $659K
|
16.7K
$633K
|
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
15.9KNew |
$555K - $628K
|
15.9K
$604K
|
|
|
Feb 09, 2022
Q4 2021
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
15.6KNew |
$544K - $616K
|
15.6K
$592K
|
|
|
Feb 14, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
14.7KNew |
$515K - $582K
|
14.7K
$559K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
12.7KNew |
$444K - $503K
|
12.7K
$483K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.8K+ 14.42% |
$412K - $466K
|
93.4K
$3.55M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.25K+ 88.26% |
$289K - $326K
|
17.6K
$669K
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.89K+ 39.94% |
$206K - $233K
|
20.6K
$785K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.78K+ 0.78% |
$202K - $229K
|
747K
$28.4M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.79K+ 11.06% |
$168K - $190K
|
48.2K
$1.83M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.12K+ 5.93% |
$109K - $123K
|
55.7K
$2.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.01K+ 18.25% |
$70.3K - $79.5K
|
13K
$495K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.82K+ 238.53% |
$63.7K - $72K
|
2.58K
$98.3K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.75K+ 8.82% |
$61.2K - $69.2K
|
21.6K
$821K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.73K+ 16.46% |
$60.4K - $68.3K
|
12.2K
$465K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.21K+ 1.25% |
$42.2K - $47.7K
|
97.7K
$3.72M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
683+ 0.84% |
$23.9K - $27K
|
82.3K
$3.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
555+ 3.98% |
$19.4K - $22K
|
14.5K
$552K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
529+ 0.08% |
$18.5K - $20.9K
|
686K
$26.1M
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
292New |
$10.2K - $11.6K
|
292
$11.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
222New |
$7.77K - $8.78K
|
222
$8.44K
|
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
BUY
|
- |
104+ 0.33% |
$3.64K - $4.12K
|
31.3K
$1.19M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
27+ 0.37% |
$945 - $1.07K
|
7.28K
$277K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
3+ 0.03% |
$105 - $119
|
10.7K
$408K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
2+ 0.01% |
$70 - $79.1
|
17.3K
$659K
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 0.08% |
$35 - $39.6
|
1.18K
$45K
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-51- 0.75% |
$1.78K - $2.02K
|
6.79K
$258K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-240- 15.5% |
$8.4K - $9.5K
|
1.31K
$49.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-310- 5.29% |
$10.8K - $12.3K
|
5.56K
$211K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-454- 1.18% |
$15.9K - $18K
|
37.9K
$1.44M
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-700Closed |
$24.5K - $27.7K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-800- 24.18% |
$28K - $31.7K
|
2.51K
$95.4K
|
|
|
Feb 02, 2022
Q4 2021
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-900- 12.11% |
$31.5K - $35.6K
|
6.53K
$248K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.23K- 8.01% |
$42.9K - $48.5K
|
14.1K
$536K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.26K- 3.06% |
$44.2K - $50K
|
40K
$1.52M
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2KClosed |
$70K - $79.1K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Clarus Group, Inc.
|
SELL
|
- |
-2.8K- 9.19% |
$98K - $111K
|
27.7K
$1.05M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.16K- 2.97% |
$111K - $125K
|
103K
$3.92M
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.7K- 6.17% |
$164K - $186K
|
71.5K
$2.72M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.42K- 28.16% |
$190K - $214K
|
13.8K
$526K
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-7.25KClosed |
$254K - $287K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.34K- 16.24% |
$257K - $290K
|
37.8K
$1.44M
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-14.2K- 9.12% |
$497K - $562K
|
142K
$5.38M
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-18.2KClosed |
$635K - $718K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-19.3K- 47.3% |
$674K - $763K
|
21.5K
$817K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-21.1K- 42.53% |
$739K - $836K
|
28.5K
$1.09M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-22K- 12.32% |
$771K - $872K
|
157K
$5.97M
|