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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.31K- 14.64% |
$177K - $206K
|
48.5K
$1.21M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
69.2KNew |
$1.47M - $1.71M
|
69.2K
$1.73M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.31KNew |
$49.2K - $57.1K
|
2.31K
$57.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
10.4KNew |
$222K - $257K
|
10.4K
$261K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
47.6KNew |
$1.02M - $1.18M
|
47.6K
$1.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2.74K+ 25.63% |
$58.3K - $67.7K
|
13.4K
$336K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
435+ 2.86% |
$9.27K - $10.8K
|
15.7K
$392K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
475New |
$10.1K - $11.8K
|
475
$11.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.62KNew |
$120K - $139K
|
5.62K
$141K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
16.8KNew |
$359K - $417K
|
16.8K
$422K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.6K- 4.25% |
$34K - $39.5K
|
36K
$901K
|
|
| Q1 2025 | |||||||
|
Aug 26, 2025
Q1 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
16.6KNew |
$356K - $387K
|
16.6K
$415K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.13K- 25.08% |
$88.8K - $96.4K
|
12.3K
$309K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
37.1KNew |
$797K - $866K
|
37.1K
$928K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
54K+ 124.04% |
$1.16M - $1.26M
|
97.5K
$2.44M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.59K- 7.52% |
$34.2K - $37.1K
|
19.5K
$489K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8New |
$172 - $187
|
8
$200
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-2.28K- 15.28% |
$49.1K - $53.3K
|
12.7K
$317K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-7- 0.02% |
$151 - $164
|
36.6K
$917K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-4.1K- 1.6% |
$88.3K - $95.9K
|
253K
$6.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-12K- 54.34% |
$258K - $280K
|
10.1K
$253K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-2.26K- 4.39% |
$48.7K - $52.9K
|
49.3K
$1.23M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
8.91KNew |
$192K - $208K
|
8.91K
$223K
|
|
| Q4 2024 | |||||||
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
802New |
$17.3K - $18.3K
|
802
$20.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
23.2KNew |
$500K - $530K
|
23.2K
$582K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
71New |
$1.53K - $1.62K
|
71
$1.78K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
6+ 0.66% |
$129 - $137
|
913
$22.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
290K+ 475067.22% |
$6.24M - $6.61M
|
290K
$7.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.68K+ 9.61% |
$36.3K - $38.4K
|
19.2K
$481K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-4.31K- 11.02% |
$92.7K - $98.2K
|
34.8K
$871K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11KNew |
$236K - $251K
|
11K
$275K
|
|
| Q3 2024 | |||||||
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
BUY
|
- |
10.7KNew |
$231K - $248K
|
10.7K
$269K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.39K- 16.2% |
$159K - $171K
|
38.3K
$958K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
10.6KNew |
$227K - $244K
|
10.6K
$265K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
31.6K+ 26.87% |
$679K - $730K
|
149K
$3.74M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
337K+ 24.77% |
$7.25M - $7.79M
|
1.7M
$42.6M
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-29- 12.18% |
$615 - $658
|
209
$5.24K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
950New |
$20.2K - $21.6K
|
950
$23.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-268- 2.7% |
$5.69K - $6.08K
|
9.68K
$242K
|
|
| Q1 2024 | |||||||
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-350- 2.52% |
$7.27K - $7.77K
|
13.5K
$339K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
9.77KNew |
$203K - $217K
|
9.77K
$245K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.21K+ 13.99% |
$108K - $116K
|
42.4K
$1.06M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-23.4K- 49.86% |
$486K - $519K
|
23.5K
$589K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
200New |
$4.15K - $4.44K
|
200
$5.01K
|
|
|
May 10, 2024
Q1 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
1.91K+ 18.19% |
$39.6K - $42.4K
|
12.4K
$311K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-1.39K- 11.23% |
$28.8K - $30.8K
|
11K
$274K
|
|
| Q4 2023 | |||||||
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1.09KNew |
$21K - $23.2K
|
1.09K
$27.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
177New |
$3.41K - $3.76K
|
177
$4.43K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
6.17K+ 45.0% |
$119K - $131K
|
19.9K
$498K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
9.46KNew |
$182K - $201K
|
9.46K
$237K
|
|