Latest Institutional Transactions on First Tr Exchange Traded Fd Vi (YJUN)
This table provides information on the latest institutional transactions involving First Tr Exchange Traded Fd Vi (YJUN) 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 |
---|---|---|---|---|---|---|---|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
BUY
|
- |
10.7KNew |
$231K - $248K
|
10.7K
$236K
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.37K+ 37.86% |
$180K - $193K
|
30.5K
$669K
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-1.78K- 6.49% |
$38.2K - $41.1K
|
25.6K
$562K
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
15.3KNew |
$328K - $353K
|
15.3K
$335K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-138K- 89.37% |
$2.96M - $3.18M
|
16.4K
$360K
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.39K- 16.2% |
$159K - $171K
|
38.3K
$839K
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
42.1KNew |
$905K - $973K
|
42.1K
$924K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
50.8KNew |
$1.09M - $1.17M
|
50.8K
$1.11M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26.5KNew |
$568K - $611K
|
26.5K
$580K
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
10.6KNew |
$227K - $244K
|
10.6K
$232K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15.2K- 5.7% |
$325K - $350K
|
251K
$5.5M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.7K+ 17.27% |
$338K - $363K
|
107K
$2.34M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.56K+ 12.96% |
$76.5K - $82.2K
|
31K
$681K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
907New |
$19.5K - $20.9K
|
907
$19.9K
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
8.91KNew |
$191K - $206K
|
8.91K
$196K
|
|
Nov 08, 2024
Q3 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-799K- 75.0% |
$17.2M - $18.4M
|
266K
$5.84M
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.5KNew |
$376K - $404K
|
17.5K
$384K
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.72K+ 145.31% |
$166K - $178K
|
13K
$286K
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.62K- 2.76% |
$34.8K - $37.4K
|
57K
$1.25M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.79K- 34.36% |
$167K - $180K
|
14.9K
$327K
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
308+ 1.06% |
$6.62K - $7.11K
|
29.4K
$645K
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-434- 1.65% |
$9.32K - $10K
|
25.9K
$568K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-18K- 31.52% |
$387K - $416K
|
39.2K
$859K
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
15.4KNew |
$330K - $355K
|
15.4K
$337K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
20.4KNew |
$438K - $471K
|
20.4K
$447K
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
13.8KNew |
$296K - $318K
|
13.8K
$302K
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
61New |
$1.31K - $1.41K
|
61
$1.34K
|
|
Oct 29, 2024
Q3 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
6.9K+ 29.79% |
$148K - $159K
|
30K
$659K
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
28K+ 10.49% |
$602K - $647K
|
295K
$6.48M
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3.69KNew |
$79.2K - $85.1K
|
3.69K
$80.9K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.4K+ 12.79% |
$244K - $263K
|
100K
$2.2M
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
440+ 3.63% |
$9.45K - $10.2K
|
12.6K
$275K
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
16.9KNew |
$364K - $391K
|
16.9K
$372K
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-18- 0.15% |
$387 - $416
|
11.8K
$259K
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
11K+ 20.53% |
$236K - $253K
|
64.4K
$1.41M
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
12.3KNew |
$265K - $285K
|
12.3K
$270K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
337K+ 24.77% |
$7.25M - $7.79M
|
1.7M
$37.3M
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-523- 2.63% |
$11.2K - $12.1K
|
19.4K
$425K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
31.6K+ 26.87% |
$679K - $730K
|
149K
$3.27M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
165K+ 24.11% |
$3.53M - $3.8M
|
847K
$18.6M
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
3.53K+ 9.91% |
$75.7K - $81.4K
|
39.1K
$857K
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.6K- 8.71% |
$34.3K - $36.9K
|
16.7K
$367K
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-2.87K- 0.36% |
$61.6K - $66.2K
|
800K
$17.5M
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-575- 1.27% |
$12.4K - $13.3K
|
44.9K
$984K
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
11.2K+ 213.75% |
$241K - $259K
|
16.4K
$361K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
762+ 308.5% |
$16.4K - $17.6K
|
1.01K
$22.1K
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
31.2KNew |
$670K - $720K
|
31.2K
$684K
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
11.6KNew |
$249K - $268K
|
11.6K
$255K
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-29- 12.18% |
$615 - $658
|
209
$4.59K
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
950New |
$20.2K - $21.6K
|
950
$20.8K
|