Purchases and Sales Made in Q4 2023 in First Tr Exchange Traded Fd Vi (YJUN)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Vi (YJUN) during Q4 2023. The information is specifically focused on institutions that hold shares of FIRST TR EXCHANGE TRADED FD VI.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
948K+ 924.56% |
$18.3M - $20.1M
|
1.05M
$23M
|
|
Jan 25, 2024
Q4 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
786K+ 168.57% |
$15.2M - $16.7M
|
1.25M
$27.5M
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
281K+ 1257.78% |
$5.41M - $5.96M
|
303K
$6.64M
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
140K+ 31.82% |
$2.7M - $2.98M
|
580K
$12.7M
|
|
Jan 08, 2024
Q4 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
104KNew |
$2.01M - $2.22M
|
104K
$2.29M
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
70.8K+ 115.56% |
$1.36M - $1.5M
|
132K
$2.9M
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
68.3K+ 10.6% |
$1.32M - $1.45M
|
713K
$15.6M
|
|
Feb 16, 2024
Q4 2023
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
23.7KNew |
$457K - $503K
|
23.7K
$520K
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.8K+ 12.45% |
$285K - $314K
|
134K
$2.93M
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
14.4K+ 61.81% |
$277K - $305K
|
37.6K
$825K
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
12.8KNew |
$247K - $273K
|
12.8K
$282K
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
12KNew |
$231K - $255K
|
12K
$263K
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
11.3KNew |
$218K - $240K
|
11.3K
$248K
|
|
Jan 31, 2024
Q4 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
10.5KNew |
$202K - $223K
|
10.5K
$230K
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
9.63KNew |
$186K - $205K
|
9.63K
$211K
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
9.46KNew |
$182K - $201K
|
9.46K
$208K
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
6.17K+ 45.0% |
$119K - $131K
|
19.9K
$436K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.93K+ 18.94% |
$114K - $126K
|
37.2K
$817K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5.11K+ 20.77% |
$98.5K - $109K
|
29.7K
$652K
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.67K+ 18.47% |
$90K - $99.2K
|
29.9K
$657K
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
4.34KNew |
$83.7K - $92.3K
|
4.34K
$95.3K
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.08K+ 22.95% |
$78.6K - $86.7K
|
21.8K
$479K
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.79K+ 19.74% |
$73.1K - $80.6K
|
23K
$505K
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
2.85K+ 11.35% |
$54.9K - $60.6K
|
28K
$614K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.64K+ 8.18% |
$50.9K - $56.1K
|
34.9K
$767K
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.96KNew |
$37.7K - $41.5K
|
1.96K
$42.9K
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.59K+ 15.34% |
$30.6K - $33.7K
|
11.9K
$262K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.42KNew |
$27.4K - $30.2K
|
1.42K
$31.2K
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.1K+ 18.95% |
$21.2K - $23.4K
|
6.91K
$151K
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1.09KNew |
$21K - $23.2K
|
1.09K
$23.9K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
994+ 0.42% |
$19.2K - $21.1K
|
236K
$5.18M
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
177New |
$3.41K - $3.76K
|
177
$3.88K
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-1- 0.42% |
$19.3 - $21.3
|
238
$5.22K
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-190- 0.64% |
$3.66K - $4.04K
|
29.5K
$648K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-668- 0.89% |
$12.9K - $14.2K
|
74.3K
$1.63M
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-989- 1.74% |
$19.1K - $21K
|
55.8K
$1.22M
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-1.18K- 8.74% |
$22.8K - $25.1K
|
12.3K
$271K
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.91K- 10.68% |
$36.8K - $40.6K
|
16K
$350K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.92K- 7.7% |
$75.5K - $83.2K
|
46.9K
$1.03M
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.33K- 4.13% |
$122K - $135K
|
147K
$3.22M
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-12.2K- 25.45% |
$235K - $259K
|
35.7K
$783K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14.9K- 61.01% |
$286K - $316K
|
9.49K
$208K
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-15.4K- 39.37% |
$297K - $327K
|
23.7K
$520K
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-17.9K- 27.19% |
$344K - $379K
|
47.8K
$1.05M
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-23.5K- 12.91% |
$452K - $498K
|
158K
$3.47M
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-144K- 34.88% |
$2.77M - $3.05M
|
268K
$5.88M
|