Purchases and Sales Made in Q1 2023 in First Tr Vi Mid Cap Us Equity (RNMC)
This table provides information about the institutional ownership of First Tr Vi Mid Cap Us Equity (RNMC) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TR VI MID CAP US EQUITY .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.5KNew |
$405K - $467K
|
15.5K
$527K
|
|
Apr 16, 2024
Q1 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
10.1KNew |
$265K - $306K
|
10.1K
$345K
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
3.3KNew |
$86.6K - $99.9K
|
3.3K
$113K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
3.27KNew |
$85.8K - $99K
|
3.27K
$112K
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.01K+ 10.3% |
$26.5K - $30.5K
|
10.8K
$369K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
983+ 49.77% |
$25.8K - $29.7K
|
2.96K
$101K
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
652+ 6.03% |
$17.1K - $19.7K
|
11.5K
$391K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
300+ 42.86% |
$7.87K - $9.07K
|
1K
$34.1K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
123+ 1.58% |
$3.23K - $3.72K
|
7.9K
$269K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
100+ 6.9% |
$2.62K - $3.02K
|
1.55K
$52.8K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$26.2 - $30.2
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-16- 0.94% |
$420 - $484
|
1.69K
$57.7K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-59- 4.59% |
$1.55K - $1.78K
|
1.23K
$41.8K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-182- 12.67% |
$4.77K - $5.5K
|
1.26K
$42.8K
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-354- 1.02% |
$9.28K - $10.7K
|
34.2K
$1.17M
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-652- 5.69% |
$17.1K - $19.7K
|
10.8K
$369K
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-861- 6.47% |
$22.6K - $26K
|
12.4K
$424K
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.32K- 13.77% |
$34.7K - $40K
|
8.28K
$282K
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-3.09K- 12.37% |
$80.9K - $93.3K
|
21.9K
$746K
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10.6K- 55.38% |
$277K - $319K
|
8.51K
$290K
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-53.7K- 44.71% |
$1.41M - $1.62M
|
66.4K
$2.26M
|