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 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.68K+ 9.61% |
$36.3K - $38.4K
|
19.2K
$484K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
802New |
$17.3K - $18.3K
|
802
$20.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
71New |
$1.53K - $1.62K
|
71
$1.79K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
6+ 0.66% |
$129 - $137
|
913
$23K
|
|
| 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
$42.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
31.6K+ 26.87% |
$679K - $730K
|
149K
$3.76M
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
BUY
|
- |
10.7KNew |
$231K - $248K
|
10.7K
$271K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
10.6KNew |
$227K - $244K
|
10.6K
$266K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
950New |
$20.2K - $21.6K
|
950
$24K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
9.77KNew |
$203K - $217K
|
9.77K
$246K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.21K+ 13.99% |
$108K - $116K
|
42.4K
$1.07M
|
|
|
May 10, 2024
Q1 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
1.91K+ 18.19% |
$39.6K - $42.4K
|
12.4K
$313K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
200New |
$4.15K - $4.44K
|
200
$5.04K
|
|
| Q4 2023 | |||||||
|
Jan 08, 2024
Q4 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
104KNew |
$2.01M - $2.22M
|
104K
$2.63M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
9.46KNew |
$182K - $201K
|
9.46K
$239K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
6.17K+ 45.0% |
$119K - $131K
|
19.9K
$502K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1.09KNew |
$21K - $23.2K
|
1.09K
$27.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
177New |
$3.41K - $3.76K
|
177
$4.46K
|
|
| Q3 2023 | |||||||
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
433KNew |
$8.55M - $9.06M
|
433K
$10.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
43.7K+ 3829.01% |
$862K - $914K
|
44.8K
$1.13M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
27.4KNew |
$540K - $572K
|
27.4K
$690K
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
BUY
|
- |
12.6KNew |
$249K - $264K
|
12.6K
$318K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.16KNew |
$62.3K - $66K
|
3.16K
$79.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.37KNew |
$27.1K - $28.7K
|
1.37K
$34.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
743New |
$14.7K - $15.5K
|
743
$18.7K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.02KNew |
$19.9K - $21.1K
|
1.02K
$25.6K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
200New |
$3.92K - $4.15K
|
200
$5.04K
|
|
| Q1 2023 | |||||||
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
18KNew |
$335K - $358K
|
18K
$454K
|
|
| Q4 2022 | |||||||
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
17.5KNew |
$283K - $331K
|
17.5K
$441K
|
|
| Q3 2022 | |||||||
|
Oct 17, 2022
Q3 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
3.2K+ 21.9% |
$51.7K - $59.2K
|
17.8K
$450K
|
|
| Q2 2022 | |||||||
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
5.68KNew |
$99K - $111K
|
5.68K
$143K
|
|