Latest Institutional Transactions on First Tr Exchange Traded Fd Vi (ILDR)
This table provides information on the latest institutional transactions involving First Tr Exchange Traded Fd Vi (ILDR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.1KNew |
$105K - $150K
|
5.1K
$155K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.04KNew |
$21.5K - $30.7K
|
1.04K
$31.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.6K- 83.09% |
$32.9K - $47K
|
325
$9.86K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
3.67K+ 53.49% |
$75.5K - $108K
|
10.5K
$319K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
11.8KNew |
$242K - $346K
|
11.8K
$357K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-157K- 35.58% |
$3.24M - $4.63M
|
285K
$8.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.51K- 5.0% |
$31.2K - $44.6K
|
28.8K
$874K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.31KNew |
$109K - $156K
|
5.31K
$161K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.82KNew |
$161K - $230K
|
7.82K
$237K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.31K- 10.93% |
$68.2K - $97.5K
|
27K
$819K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-34.8K- 52.86% |
$718K - $1.03M
|
31.1K
$943K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.23KNew |
$45.9K - $65.6K
|
2.23K
$67.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
17.7K+ 107.26% |
$365K - $522K
|
34.3K
$1.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
18New |
$371 - $530
|
18
$546
|
|
|
Aug 12, 2025
Q2 2025
|
Centric Wealth Management
|
BUY
|
- |
587+ 3.99% |
$12.1K - $17.3K
|
15.3K
$465K
|
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-4.77K- 4.18% |
$98.2K - $140K
|
109K
$3.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.01KNew |
$144K - $206K
|
7.01K
$213K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
23.4K+ 203.14% |
$483K - $689K
|
35K
$1.06M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-10.8K- 19.74% |
$223K - $318K
|
44K
$1.33M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1New |
$20.6 - $29.4
|
1
$30.3
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
6.94K+ 23.18% |
$143K - $204K
|
36.9K
$1.12M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
49.6KNew |
$1.02M - $1.46M
|
49.6K
$1.51M
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
58.8KNew |
$1.21M - $1.73M
|
58.8K
$1.78M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
59.3K+ 55.09% |
$1.22M - $1.75M
|
167K
$5.07M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-163K- 36.34% |
$3.35M - $4.79M
|
285K
$8.65M
|
|
|
Aug 04, 2025
Q2 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
58.8KNew |
$1.21M - $1.73M
|
58.8K
$1.78M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2.35K+ 4.81% |
$48.3K - $69K
|
51.1K
$1.55M
|
|
|
Aug 01, 2025
Q2 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-11.9K- 12.01% |
$245K - $351K
|
87.3K
$2.65M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.54K+ 41.56% |
$197K - $281K
|
32.5K
$986K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-312- 2.27% |
$6.43K - $9.18K
|
13.4K
$408K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.1K+ 8.87% |
$22.7K - $32.4K
|
13.5K
$410K
|
|
|
Jul 29, 2025
Q2 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
61.1KNew |
$1.26M - $1.8M
|
61.1K
$1.85M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.77K- 8.4% |
$36.4K - $51.9K
|
19.2K
$584K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
591New |
$12.2K - $17.4K
|
591
$17.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
8.94KNew |
$184K - $263K
|
8.94K
$271K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-23K- 66.67% |
$475K - $678K
|
11.5K
$350K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
10.9KNew |
$225K - $321K
|
10.9K
$331K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
850+ 1.07% |
$17.5K - $25K
|
80.4K
$2.44M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.99K+ 36.87% |
$103K - $147K
|
18.5K
$562K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
559+ 5.62% |
$11.5K - $16.5K
|
10.5K
$319K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
7.58KNew |
$156K - $223K
|
7.58K
$230K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-271- 1.54% |
$5.58K - $7.98K
|
17.3K
$525K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-3.97K- 11.65% |
$81.9K - $117K
|
30.1K
$914K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-24.9K- 9.26% |
$512K - $732K
|
244K
$7.39M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
652New |
$15.2K - $18.3K
|
652
$19.8K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-7.78K- 98.98% |
$181K - $218K
|
80
$2.43K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
75New |
$1.75K - $2.1K
|
75
$2.28K
|
|
| Q4 2024 | |||||||
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
275New |
$6.62K - $7.46K
|
275
$8.34K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.08KNew |
$26.1K - $29.4K
|
1.08K
$32.9K
|
|