Institutional Ownership First Tr Exchange Traded Fd Vi (YJUN)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Vi (YJUN). We have compiled data on the 56 institutions that hold shares in the stock, with a total of 6.05 Million shares, which have been reported (via 13F filing form) to have a value of $134 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Visionary Wealth Advisors
O'fallon, IL |
May 15, 2024 Q1 2024 |
19,887
shares
|
$441,292
0.03% of portfolio
|
Q4 2023
Added 45.0%
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
17,836
shares
|
$395,780
0.51% of portfolio
|
Q3 2022
Added 21.9%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 30, 2024 Q1 2024 |
17,742
shares
|
$393,694
0.02% of portfolio
|
Q1 2024
Reduced 0.53%
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 10, 2024 Q1 2024 |
17,502
shares
|
$388,369
0.03% of portfolio
|
Q4 2022
New holding
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
16,577
shares
|
$367,843
0.0% of portfolio
|
Q1 2024
Added 3.78%
|
|
Avidian Wealth Solutions, LLC
|
May 03, 2024 Q1 2024 |
14,045
shares
|
$311,658
0.02% of portfolio
|
Q3 2023
New holding
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 15, 2024 Q1 2024 |
13,578
shares
|
$301,295
0.03% of portfolio
|
Q1 2024
New holding
|
|
Prospera Financial Services Inc
|
Feb 14, 2024 Q4 2023 |
13,546
shares
|
$300,585
0.01% of portfolio
|
Q3 2023
New holding
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
13,068
shares
|
$289,978
0.0% of portfolio
|
Q1 2024
Reduced 40.18%
|
|
Clear Point Advisors Inc.
Melville, NY |
May 15, 2024 Q1 2024 |
12,834
shares
|
$284,786
0.23% of portfolio
|
Q4 2023
New holding
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
May 10, 2024 Q1 2024 |
12,404
shares
|
$275,244
0.2% of portfolio
|
Q1 2024
Added 18.19%
|
|
Arkadios Wealth Advisors
|
Apr 30, 2024 Q1 2024 |
12,115
shares
|
$268,831
0.02% of portfolio
|
Q1 2024
Added 1.0%
|
|
Pfg Advisors
|
May 06, 2024 Q1 2024 |
10,958
shares
|
$243,158
0.02% of portfolio
|
Q1 2024
Reduced 11.23%
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
9,943
shares
|
$220,635
0.0% of portfolio
|
Q1 2024
Reduced 16.6%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
May 06, 2024 Q1 2024 |
9,789
shares
|
$217,217
0.0% of portfolio
|
Q1 2024
New holding
|
|
Townsquare Capital LLC
|
May 15, 2024 Q1 2024 |
9,770
shares
|
$216,796
0.0% of portfolio
|
Q1 2024
New holding
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
9,274
shares
|
$205,790
0.0% of portfolio
|
Q1 2024
New holding
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 11, 2024 Q1 2024 |
7,730
shares
|
$171,528
0.08% of portfolio
|
Q1 2024
Added 11.95%
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
5,676
shares
|
$125,950
0.01% of portfolio
|
Q2 2022
New holding
|
|
Soa Wealth Advisors, Llc.
|
Apr 10, 2024 Q1 2024 |
4,568
shares
|
$101,363
0.02% of portfolio
|
Q2 2023
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
4,253
shares
|
$94,374
0.01% of portfolio
|
Q3 2023
Added 6.33%
|
|
Capital Investment Advisory Services, LLC
|
Apr 25, 2024 Q1 2024 |
1,955
shares
|
$43,381
0.0% of portfolio
|
Q4 2023
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
1,420
shares
|
$31,509
0.0% of portfolio
|
Q4 2023
New holding
|
|
Fairman Group, LLC
Chesterbrook, PA |
Apr 30, 2024 Q1 2024 |
1,091
shares
|
$24,209
0.02% of portfolio
|
Q4 2023
New holding
|
|
Silver Oak Securities, Inc
Jackson, TN |
May 10, 2024 Q1 2024 |
1,049
shares
|
$23,277
0.0% of portfolio
|
Q1 2024
Reduced 95.44%
|