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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
16.6K+ 2920.11% |
$351K - $376K
|
17.1K
$376K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.33K- 7.48% |
$28.2K - $30.1K
|
16.4K
$360K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-268- 2.7% |
$5.69K - $6.08K
|
9.68K
$212K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.7K- 28.34% |
$78.6K - $84K
|
9.37K
$205K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
914+ 6.51% |
$19.4K - $20.7K
|
15K
$328K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-250- 17.61% |
$5.31K - $5.67K
|
1.17K
$25.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.39K+ 6.19% |
$71.9K - $76.9K
|
58.1K
$1.28M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.4KNew |
$29.6K - $31.7K
|
1.4K
$30.6K
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
37.6KNew |
$797K - $852K
|
37.6K
$824K
|
|
| Q1 2024 | |||||||
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-350- 2.52% |
$7.27K - $7.77K
|
13.5K
$297K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
9.77KNew |
$203K - $217K
|
9.77K
$214K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.21K+ 13.99% |
$108K - $116K
|
42.4K
$931K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-23.4K- 49.86% |
$486K - $519K
|
23.5K
$516K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
200New |
$4.15K - $4.44K
|
200
$4.39K
|
|
|
May 10, 2024
Q1 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
1.91K+ 18.19% |
$39.6K - $42.4K
|
12.4K
$272K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-1.39K- 11.23% |
$28.8K - $30.8K
|
11K
$240K
|
|
| Q4 2023 | |||||||
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
12.8KNew |
$247K - $273K
|
12.8K
$282K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1.09KNew |
$21K - $23.2K
|
1.09K
$23.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
281K+ 1257.78% |
$5.41M - $5.96M
|
303K
$6.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
6.17K+ 45.0% |
$119K - $131K
|
19.9K
$436K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
177New |
$3.41K - $3.76K
|
177
$3.88K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5.11K+ 20.77% |
$98.5K - $109K
|
29.7K
$652K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
9.46KNew |
$182K - $201K
|
9.46K
$208K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.96KNew |
$37.7K - $41.5K
|
1.96K
$42.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-668- 0.89% |
$12.9K - $14.2K
|
74.3K
$1.63M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
104KNew |
$2.01M - $2.22M
|
104K
$2.29M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.37KNew |
$27.1K - $28.7K
|
1.37K
$30.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.16KNew |
$62.3K - $66K
|
3.16K
$69.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
6.8K+ 37.38% |
$134K - $142K
|
25K
$549K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
743New |
$14.7K - $15.5K
|
743
$16.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
43.7K+ 3829.01% |
$862K - $914K
|
44.8K
$984K
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
BUY
|
- |
12.6KNew |
$249K - $264K
|
12.6K
$277K
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
433KNew |
$8.55M - $9.06M
|
433K
$9.51M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
253+ 6.33% |
$4.99K - $5.29K
|
4.25K
$93.3K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-575- 4.13% |
$11.4K - $12K
|
13.3K
$293K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
27.4KNew |
$540K - $572K
|
27.4K
$600K
|
|
| Q2 2023 | |||||||
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
200New |
$3.92K - $4.15K
|
200
$4.39K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-640- 46.04% |
$12.6K - $13.3K
|
750
$16.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.02KNew |
$19.9K - $21.1K
|
1.02K
$22.3K
|
|
| Q1 2023 | |||||||
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
400New |
$7.44K - $7.96K
|
400
$8.78K
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
18KNew |
$335K - $358K
|
18K
$395K
|
|
| Q4 2022 | |||||||
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
17.5KNew |
$283K - $331K
|
17.5K
$384K
|
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-62.4K- 84.66% |
$1.01M - $1.18M
|
11.3K
$248K
|
|
| Q3 2022 | |||||||
|
Oct 17, 2022
Q3 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
3.2K+ 21.9% |
$51.7K - $59.2K
|
17.8K
$391K
|
|
| Q2 2022 | |||||||
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
5.68KNew |
$99K - $111K
|
5.68K
$125K
|
|