Latest Institutional Purchases of First Tr Exchange Traded Fd Vi (ILDR)
This list provides information on the latest institutional transactions involving First Tr Exchange Traded Fd Vi (ILDR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
61.1KNew |
$1.26M - $1.8M
|
61.1K
$1.85M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
59.3K+ 55.09% |
$1.22M - $1.75M
|
167K
$5.07M
|
|
|
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
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
58.8KNew |
$1.21M - $1.73M
|
58.8K
$1.78M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
49.6KNew |
$1.02M - $1.46M
|
49.6K
$1.51M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
23.4K+ 203.14% |
$483K - $689K
|
35K
$1.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
17.7K+ 107.26% |
$365K - $522K
|
34.3K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
11.8KNew |
$242K - $346K
|
11.8K
$357K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
10.9KNew |
$225K - $321K
|
10.9K
$331K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.54K+ 41.56% |
$197K - $281K
|
32.5K
$986K
|
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
8.94KNew |
$184K - $263K
|
8.94K
$271K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.82KNew |
$161K - $230K
|
7.82K
$237K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
7.58KNew |
$156K - $223K
|
7.58K
$230K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.01KNew |
$144K - $206K
|
7.01K
$213K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
6.94K+ 23.18% |
$143K - $204K
|
36.9K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.31KNew |
$109K - $156K
|
5.31K
$161K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.99K+ 36.87% |
$103K - $147K
|
18.5K
$562K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
3.67K+ 53.49% |
$75.5K - $108K
|
10.5K
$319K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2.35K+ 4.81% |
$48.3K - $69K
|
51.1K
$1.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.23KNew |
$45.9K - $65.6K
|
2.23K
$67.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.1K+ 8.87% |
$22.7K - $32.4K
|
13.5K
$410K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.04KNew |
$21.5K - $30.7K
|
1.04K
$31.6K
|
|
|
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 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
591New |
$12.2K - $17.4K
|
591
$17.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Centric Wealth Management
|
BUY
|
- |
587+ 3.99% |
$12.1K - $17.3K
|
15.3K
$465K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
559+ 5.62% |
$11.5K - $16.5K
|
10.5K
$319K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
18New |
$371 - $530
|
18
$546
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1New |
$20.6 - $29.4
|
1
$30.3
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
652New |
$15.2K - $18.3K
|
652
$19.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
75New |
$1.75K - $2.1K
|
75
$2.28K
|
|
| Q4 2024 | |||||||
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.08KNew |
$26.1K - $29.4K
|
1.08K
$32.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
275New |
$6.62K - $7.46K
|
275
$8.34K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
11.3KNew |
$236K - $276K
|
11.3K
$341K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
9.66KNew |
$202K - $237K
|
9.66K
$293K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
12.9KNew |
$267K - $304K
|
12.9K
$393K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
64.7KNew |
$1.24M - $1.45M
|
64.7K
$1.96M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
53.5KNew |
$1.03M - $1.2M
|
53.5K
$1.62M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.1KNew |
$250K - $293K
|
13.1K
$396K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
1.24KNew |
$23.8K - $27.9K
|
1.24K
$37.6K
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
4.5KNew |
$75.9K - $85.5K
|
4.5K
$137K
|
|
| Q1 2023 | |||||||
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
166KNew |
$2.32M - $2.74M
|
166K
$5.05M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
501New |
$6.99K - $8.24K
|
501
$15.2K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
137New |
$1.85K - $2.09K
|
137
$4.16K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
133New |
$1.85K - $2.29K
|
133
$4.04K
|
|
| Q2 2022 | |||||||
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.76KNew |
$23.1K - $34.6K
|
1.76K
$53.5K
|
|
| Q4 2021 | |||||||
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
44New |
$926 - $1.04K
|
44
$1.33K
|
|