Institutional Ownership First Tr Exchange Traded Fd Vi (AFSM)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Vi (AFSM). We have compiled data on the 14 institutions that hold shares in the stock, with a total of 485,125 shares, which have been reported (via 13F filing form) to have a value of $15 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
219,786
shares
|
$6.73 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
110,543
shares
|
$3.39 Million
1.19% of portfolio
|
Q4 2024
Reduced 11.89%
|
|
|
Bka Wealth Consulting, Inc.
|
Jan 13, 2025 Q4 2024 |
52,824
shares
|
$1.62 Million
1.77% of portfolio
|
Q4 2024
Added 60.92%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
26,229
shares
|
$803,394
0.17% of portfolio
|
Q4 2024
Added 177.7%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
18,450
shares
|
$565,123
0.01% of portfolio
|
Q1 2024
Added 3.79%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
16,485
shares
|
$504,935
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
16,295
shares
|
$499,115
0.04% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
9,646
shares
|
$295,456
0.01% of portfolio
|
Q4 2024
Added 6.64%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
6,919
shares
|
$211,928
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
6,598
shares
|
$202,096
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
700
shares
|
$21,441
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
500
shares
|
$15,315
0.0% of portfolio
|
Q4 2024
Reduced 23.08%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
150
shares
|
$4,594
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|