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 |
---|---|---|---|---|---|---|---|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
29.4KNew |
$632K - $670K
|
29.4K
$650K
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11KNew |
$236K - $251K
|
11K
$243K
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
7.22K+ 23.16% |
$155K - $165K
|
38.4K
$850K
|
|
Q3 2024 | |||||||
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
337K+ 24.77% |
$7.25M - $7.79M
|
1.7M
$37.6M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
165K+ 24.11% |
$3.53M - $3.8M
|
847K
$18.8M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
50.8KNew |
$1.09M - $1.17M
|
50.8K
$1.12M
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
42.1KNew |
$905K - $973K
|
42.1K
$933K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
31.6K+ 26.87% |
$679K - $730K
|
149K
$3.3M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26.5KNew |
$568K - $611K
|
26.5K
$586K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
20.4KNew |
$438K - $471K
|
20.4K
$452K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.5KNew |
$376K - $404K
|
17.5K
$388K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.7K+ 17.27% |
$338K - $363K
|
107K
$2.37M
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
15.4KNew |
$330K - $355K
|
15.4K
$340K
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
15.3KNew |
$328K - $353K
|
15.3K
$338K
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
13.8KNew |
$296K - $318K
|
13.8K
$305K
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
12.3KNew |
$265K - $285K
|
12.3K
$273K
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
11.6KNew |
$249K - $268K
|
11.6K
$257K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.4K+ 12.79% |
$244K - $263K
|
100K
$2.22M
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
11.2K+ 213.75% |
$241K - $259K
|
16.4K
$364K
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
11K+ 20.53% |
$236K - $253K
|
64.4K
$1.43M
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
BUY
|
- |
10.7KNew |
$231K - $248K
|
10.7K
$238K
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
10.6KNew |
$227K - $244K
|
10.6K
$234K
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
8.91KNew |
$191K - $206K
|
8.91K
$197K
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.37K+ 37.86% |
$180K - $193K
|
30.5K
$675K
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.72K+ 145.31% |
$166K - $178K
|
13K
$288K
|
|
Oct 29, 2024
Q3 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
6.9K+ 29.79% |
$148K - $159K
|
30K
$665K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3.69KNew |
$79.2K - $85.1K
|
3.69K
$81.6K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.56K+ 12.96% |
$76.5K - $82.2K
|
31K
$687K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
907New |
$19.5K - $20.9K
|
907
$20.1K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
762+ 308.5% |
$16.4K - $17.6K
|
1.01K
$22.3K
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
308+ 1.06% |
$6.62K - $7.11K
|
29.4K
$651K
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
61New |
$1.31K - $1.41K
|
61
$1.35K
|
|
Q2 2024 | |||||||
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
37.6KNew |
$797K - $852K
|
37.6K
$831K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
16.6K+ 2920.11% |
$351K - $376K
|
17.1K
$379K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.39K+ 6.19% |
$71.9K - $76.9K
|
58.1K
$1.29M
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
950New |
$20.2K - $21.6K
|
950
$21K
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
914+ 6.51% |
$19.4K - $20.7K
|
15K
$331K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
9.77KNew |
$203K - $217K
|
9.77K
$216K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.21K+ 13.99% |
$108K - $116K
|
42.4K
$939K
|
|
May 10, 2024
Q1 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
1.91K+ 18.19% |
$39.6K - $42.4K
|
12.4K
$275K
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
200New |
$4.15K - $4.44K
|
200
$4.43K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
281K+ 1257.78% |
$5.41M - $5.96M
|
303K
$6.7M
|
|
Jan 08, 2024
Q4 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
104KNew |
$2.01M - $2.22M
|
104K
$2.31M
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
12.8KNew |
$247K - $273K
|
12.8K
$284K
|
|
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
$440K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5.11K+ 20.77% |
$98.5K - $109K
|
29.7K
$658K
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.96KNew |
$37.7K - $41.5K
|
1.96K
$43.3K
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1.09KNew |
$21K - $23.2K
|
1.09K
$24.2K
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
177New |
$3.41K - $3.76K
|
177
$3.92K
|