Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
314K+ 294.08% |
$9.34M - $10.4M
|
420K
$16M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
63K+ 285.51% |
$1.88M - $2.08M
|
85.1K
$3.24M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
56.9K+ 8.6% |
$1.69M - $1.88M
|
719K
$27.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
17.2KNew |
$511K - $566K
|
17.2K
$653K
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
15.2KNew |
$454K - $503K
|
15.2K
$579K
|
|
|
Feb 13, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
7.79KNew |
$232K - $257K
|
7.79K
$296K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.31KNew |
$188K - $208K
|
6.31K
$240K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.23KNew |
$186K - $206K
|
6.23K
$237K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.33K+ 46.81% |
$99.2K - $110K
|
10.4K
$397K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.3K+ 52.69% |
$68.6K - $76K
|
6.67K
$254K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.08K+ 1.67% |
$61.8K - $68.5K
|
126K
$4.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.93K+ 1.4% |
$57.3K - $63.5K
|
140K
$5.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.15K+ 8.45% |
$34.2K - $37.9K
|
14.7K
$561K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
920+ 131.43% |
$27.4K - $30.4K
|
1.62K
$61.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
151+ 0.61% |
$4.5K - $4.98K
|
24.8K
$942K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
128+ 2.0% |
$3.81K - $4.22K
|
6.53K
$248K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
34+ 0.23% |
$1.01K - $1.12K
|
14.9K
$566K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
16+ 0.06% |
$477 - $528
|
28.9K
$1.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 0.39% |
$29.8 - $33
|
259
$9.85K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.4% |
$29.8 - $33
|
252
$9.59K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-125- 19.35% |
$3.72K - $4.13K
|
521
$19.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-125- 19.35% |
$3.72K - $4.13K
|
521
$19.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-490- 3.08% |
$14.6K - $16.2K
|
15.4K
$586K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-983- 66.55% |
$29.3K - $32.4K
|
494
$18.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.39K- 4.44% |
$41.3K - $45.8K
|
29.9K
$1.14M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.4K- 27.22% |
$41.7K - $46.2K
|
3.75K
$142K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.57K- 8.74% |
$46.8K - $51.9K
|
16.4K
$625K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.92K- 9.05% |
$57.2K - $63.4K
|
19.3K
$734K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-2.07K- 44.48% |
$61.6K - $68.2K
|
2.58K
$98.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-2.11K- 12.48% |
$62.9K - $69.7K
|
14.8K
$564K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.13K- 1.96% |
$93.1K - $103K
|
156K
$5.94M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3.14K- 33.83% |
$93.7K - $104K
|
6.15K
$234K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.56K- 30.09% |
$136K - $151K
|
10.6K
$403K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.2K- 40.93% |
$333K - $369K
|
16.1K
$614K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11.5K- 44.31% |
$344K - $381K
|
14.5K
$552K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12.8K- 13.9% |
$381K - $422K
|
79.3K
$3.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-14.2K- 6.7% |
$423K - $469K
|
198K
$7.51M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-17.5K- 7.25% |
$523K - $579K
|
224K
$8.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-22.4K- 32.83% |
$667K - $739K
|
45.8K
$1.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-37.4K- 11.23% |
$1.11M - $1.23M
|
296K
$11.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-38.2K- 47.24% |
$1.14M - $1.26M
|
42.7K
$1.62M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-40.6K- 49.5% |
$1.21M - $1.34M
|
41.4K
$1.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-72.4K- 44.19% |
$2.16M - $2.39M
|
91.4K
$3.48M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-72.7K- 54.47% |
$2.17M - $2.4M
|
60.8K
$2.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-245K- 40.04% |
$7.3M - $8.09M
|
367K
$14M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-576K- 44.48% |
$17.2M - $19M
|
719K
$27.3M
|