Latest Institutional Purchases of First Tr Exchange Traded Fd Vi (YJUN)
This list provides information on the latest institutional transactions involving First Tr Exchange Traded Fd Vi (YJUN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
245K+ 23.29% |
$5.08M - $5.43M
|
1.29M
$28.7M
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
111K+ 15.59% |
$2.31M - $2.47M
|
824K
$18.3M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
65.9K+ 200.05% |
$1.37M - $1.46M
|
98.9K
$2.19M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
38.1K+ 401.33% |
$791K - $846K
|
47.6K
$1.06M
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
25.2KNew |
$523K - $559K
|
25.2K
$558K
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
21.3K+ 56.67% |
$442K - $473K
|
58.9K
$1.31M
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
13.6KNew |
$282K - $301K
|
13.6K
$301K
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
9.79KNew |
$203K - $217K
|
9.79K
$217K
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
9.77KNew |
$203K - $217K
|
9.77K
$217K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.27KNew |
$193K - $206K
|
9.27K
$206K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.21K+ 13.99% |
$108K - $116K
|
42.4K
$941K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.3K+ 2.25% |
$68.5K - $73.2K
|
150K
$3.33M
|
|
May 10, 2024
Q1 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
1.91K+ 18.19% |
$39.6K - $42.4K
|
12.4K
$275K
|
|
May 10, 2024
Q1 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
1.81K+ 7.62% |
$37.5K - $40.1K
|
25.5K
$566K
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
825+ 11.95% |
$17.1K - $18.3K
|
7.73K
$172K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
604+ 3.78% |
$12.5K - $13.4K
|
16.6K
$368K
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
200New |
$4.15K - $4.44K
|
200
$4.44K
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
120+ 1.0% |
$2.49K - $2.66K
|
12.1K
$269K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
281K+ 1257.78% |
$5.41M - $5.96M
|
303K
$6.72M
|
|
Jan 08, 2024
Q4 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
104KNew |
$2.01M - $2.22M
|
104K
$2.32M
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
12.8KNew |
$247K - $273K
|
12.8K
$285K
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
11.3KNew |
$218K - $240K
|
11.3K
$251K
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
9.63KNew |
$186K - $205K
|
9.63K
$214K
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
9.46KNew |
$182K - $201K
|
9.46K
$210K
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
6.17K+ 45.0% |
$119K - $131K
|
19.9K
$441K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5.11K+ 20.77% |
$98.5K - $109K
|
29.7K
$659K
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.96KNew |
$37.7K - $41.5K
|
1.96K
$43.4K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.42KNew |
$27.4K - $30.2K
|
1.42K
$31.5K
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1.09KNew |
$21K - $23.2K
|
1.09K
$24.2K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
994+ 0.42% |
$19.2K - $21.1K
|
236K
$5.24M
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
177New |
$3.41K - $3.76K
|
177
$3.93K
|
|
Q3 2023 | |||||||
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
433KNew |
$8.55M - $9.06M
|
433K
$9.61M
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
43.7K+ 3829.01% |
$862K - $914K
|
44.8K
$995K
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
27.4KNew |
$540K - $572K
|
27.4K
$607K
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
14KNew |
$277K - $294K
|
14K
$312K
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
13.5KNew |
$267K - $283K
|
13.5K
$301K
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
BUY
|
- |
12.6KNew |
$249K - $264K
|
12.6K
$280K
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
6.8K+ 37.38% |
$134K - $142K
|
25K
$555K
|
|
Dec 05, 2023
Q3 2023
|
Advisory Resource Group
|
BUY
|
- |
4.1K+ 41.48% |
$81K - $85.8K
|
14K
$311K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.16KNew |
$62.3K - $66K
|
3.16K
$70K
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.37KNew |
$27.1K - $28.7K
|
1.37K
$30.5K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
743New |
$14.7K - $15.5K
|
743
$16.5K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
253+ 6.33% |
$4.99K - $5.29K
|
4.25K
$94.4K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
247New |
$4.88K - $5.17K
|
247
$5.48K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.89K+ 147.62% |
$155K - $164K
|
13.2K
$294K
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4.57KNew |
$89.6K - $94.7K
|
4.57K
$101K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.02KNew |
$19.9K - $21.1K
|
1.02K
$22.5K
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
200New |
$3.92K - $4.15K
|
200
$4.44K
|
|
Q1 2023 | |||||||
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
18KNew |
$335K - $358K
|
18K
$399K
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
11.9K+ 35.57% |
$222K - $237K
|
45.4K
$1.01M
|