Purchases and Sales Made in Q2 2023 in First Tr Vi Small Cap Us Equit (RNSC)
This table provides information about the institutional ownership of First Tr Vi Small Cap Us Equit (RNSC) during Q2 2023. The information is specifically focused on institutions that hold shares of FIRST TR VI SMALL CAP US EQUIT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
6.13K+ 150.25% |
N/A
|
10.2K
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
151+ 3.81% |
N/A
|
4.12K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
47+ 4.01% |
N/A
|
1.22K
$0
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
24+ 0.24% |
N/A
|
9.97K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-178- 18.92% |
N/A
|
763
$0
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-349- 1.72% |
N/A
|
19.9K
$0
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-806- 23.42% |
N/A
|
2.64K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.31K- 21.87% |
N/A
|
11.8K
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.05K- 1.38% |
N/A
|
647K
$0
|
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-10.5KClosed |
N/A
|
0
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-10.7K- 42.41% |
N/A
|
14.6K
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-24.9K- 56.92% |
N/A
|
18.9K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-60.4K- 70.93% |
N/A
|
24.8K
$0
|