Purchases and Sales Made in Q4 2022 in First Tr Exche Trd Fd Vi Dorse (FVC)

FVC Quotes by TradingView

This table provides information about the institutional ownership of First Tr Exche Trd Fd Vi Dorse (FVC) during Q4 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
Feb 13, 2023 Q4 2022
Claraphi Advisory Network, LLC

BUY
 -
1.07M
New
$36.8M - $38.5M
1.07M $40.9M
Feb 02, 2023 Q4 2022
River Tree Advisors, LLC

Winter Park, FL
BUY
 -
228K
New
$7.81M - $8.16M
228K $8.67M
Feb 14, 2023 Q4 2022
Morgan Stanley

New York, NY
BUY
 -
127K
+ 13.64%
$4.37M - $4.56M
1.06M $40.4M
Feb 14, 2023 Q4 2022
Mariner, LLC

Overland Park, KS
BUY
 -
93.4K
+ 26.93%
$3.2M - $3.34M
440K $16.7M
Jan 31, 2023 Q4 2022
Atria Investments LLC

Charlotte, NC
BUY
 -
85.8K
+ 25.91%
$2.94M - $3.07M
417K $15.9M
Feb 07, 2023 Q4 2022
Commonwealth Equity Services, LLC

BUY
 -
85.7K
+ 86.49%
$2.94M - $3.07M
185K $7.03M
Feb 07, 2023 Q4 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
66.3K
+ 10.63%
$2.27M - $2.37M
690K $26.3M
Feb 10, 2023 Q4 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
31.1K
+ 23.02%
$1.07M - $1.11M
166K $6.32M
Feb 10, 2023 Q4 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
22.1K
+ 13.76%
$756K - $790K
182K $6.94M
Feb 14, 2023 Q4 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
13.2K
+ 145.3%
$451K - $471K
22.2K $845K
Feb 15, 2023 Q4 2022
Steward Partners Investment Advisory, LLC

BUY
 -
11K
New
$377K - $394K
11K $419K
Feb 01, 2023 Q4 2022
Bank Of Montreal

Toronto, A6
BUY
 -
11K
+ 349.95%
$376K - $393K
14.1K $537K
Jan 18, 2023 Q4 2022
Private Advisor Group, LLC

BUY
 -
10.6K
+ 13.71%
$364K - $380K
88.1K $3.35M
Feb 08, 2023 Q4 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
9.75K
+ 29.27%
$334K - $349K
43K $1.64M
Feb 09, 2023 Q4 2022
Affinity Wealth Management LLC

Wilmington, DE
BUY
 -
8.68K
New
$298K - $311K
8.68K $330K
Feb 07, 2023 Q4 2022
Envestnet Asset Management Inc

BUY
 -
8.62K
+ 32.34%
$295K - $308K
35.3K $1.34M
Feb 08, 2023 Q4 2022
Ubs Group Ag

BUY
 -
8.47K
+ 1.37%
$290K - $303K
628K $23.9M
Jan 31, 2023 Q4 2022
Kestra Advisory Services, LLC

BUY
 -
8.45K
+ 63.47%
$290K - $303K
21.8K $828K
Jan 18, 2023 Q4 2022
Calton & Associates, Inc.

BUY
 -
8.08K
New
$277K - $289K
8.08K $307K
Feb 14, 2023 Q4 2022
Colony Group LLC

Boston, MA
BUY
 -
6.25K
New
$214K - $224K
6.25K $238K
Feb 08, 2023 Q4 2022
Prospera Financial Services Inc

BUY
 -
5.92K
+ 4.69%
$203K - $212K
132K $5.03M
Feb 17, 2023 Q4 2022
Truist Financial Corp

BUY
 -
5.23K
+ 28.52%
$179K - $187K
23.6K $896K
Feb 13, 2023 Q4 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
3.88K
+ 19.02%
$133K - $139K
24.3K $924K
Feb 07, 2023 Q4 2022
Ifp Advisors, Inc

BUY
 -
1.65K
+ 53.97%
$56.4K - $58.9K
4.7K $179K
Feb 08, 2023 Q4 2022
Belpointe Asset Management LLC

BUY
 -
711
New
$24.4K - $25.5K
711 $27K
Feb 14, 2023 Q4 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
595
New
$20.4K - $21.3K
595 $22.6K
Feb 14, 2023 Q4 2022
Old Mission Capital LLC

BUY
 -
100
New
$3.43K - $3.58K
100 $3.8K
Feb 08, 2023 Q4 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
85
New
$2.91K - $3.04K
85 $3.23K
Feb 15, 2023 Q4 2022
Financial Gravity Asset Management, Inc.

BUY
 -
35
New
$1.2K - $1.25K
35 $1.33K
Feb 02, 2023 Q4 2022
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
29
+ 0.1%
$994 - $1.04K
29.6K $1.12M
Feb 07, 2023 Q4 2022
Lincoln National Corp

BUY
 -
27
+ 0.2%
$926 - $967
13.6K $518K
Feb 15, 2023 Q4 2022
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
1
+ 0.08%
$34.3 - $35.8
1.28K $48.8K
Jan 30, 2023 Q4 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Feb 13, 2023 Q4 2022
Covestor LTD

Boston, MA
SELL
 -
-1
- 0.93%
$34.3 - $35.8
106 $4.03K
Feb 10, 2023 Q4 2022
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-116
- 53.7%
$3.98K - $4.15K
100 $3.8K
Feb 07, 2023 Q4 2022
Mtm Investment Management, LLC

Spartanburg, SC
SELL
 -
-285
- 6.73%
$9.77K - $10.2K
3.95K $150K
Feb 07, 2023 Q4 2022
Keystone Financial Group

SELL
 -
-324
- 1.69%
$11.1K - $11.6K
18.9K $718K
Feb 07, 2023 Q4 2022
Oppenheimer & CO Inc

New York, NY
SELL
 -
-414
- 1.74%
$14.2K - $14.8K
23.4K $891K
Jan 24, 2023 Q4 2022
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-494
- 7.11%
$16.9K - $17.7K
6.45K $245K
Feb 14, 2023 Q4 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-808
- 8.03%
$27.7K - $28.9K
9.26K $352K
Feb 15, 2023 Q4 2022
Harbour Investments, Inc.

Madison, WI
SELL
 -
-930
- 72.71%
$31.9K - $33.3K
349 $13.3K
Jan 30, 2023 Q4 2022
Geneos Wealth Management Inc.

SELL
 -
-1.19K
- 5.17%
$40.9K - $42.7K
21.9K $833K
Feb 13, 2023 Q4 2022
Stifel Financial Corp

St. Louis, MO
SELL
 -
-1.29K
- 16.53%
$44.1K - $46K
6.49K $247K
Feb 02, 2023 Q4 2022
Silver Oak Securities, Inc

Jackson, TN
SELL
 -
-1.4K
- 5.21%
$48K - $50.1K
25.5K $969K
Feb 01, 2023 Q4 2022
Janney Montgomery Scott LLC

SELL
 -
-2.18K
- 4.63%
$74.6K - $77.9K
44.8K $1.7M
Feb 08, 2023 Q4 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-2.53K
- 1.94%
$86.9K - $90.7K
128K $4.87M
Feb 03, 2023 Q4 2022
Spire Wealth Management

SELL
 -
-2.96K
- 41.45%
$101K - $106K
4.18K $159K
Feb 14, 2023 Q4 2022
Eqis Capital Management, Inc.

San Rafael, CA
SELL
 -
-3.07K
- 16.12%
$105K - $110K
16K $608K
Feb 01, 2023 Q4 2022
Creative Financial Designs Inc

SELL
 -
-3.74K
- 5.66%
$128K - $134K
62.3K $2.37M

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