Purchases and Sales Made in Q3 2025 in First Tr Exche Trd Fd Vi Dorse (FVC)
This table provides information about the institutional ownership of First Tr Exche Trd Fd Vi Dorse (FVC) during Q3 2025. The information is specifically focused on institutions that hold shares of FIRST TR EXCHE-TRD FD VI DORSE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.3K+ 375.64% |
$790K - $809K
|
28.2K
$1.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.42K+ 8.23% |
$85.8K - $87.8K
|
31.8K
$1.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.21K+ 4.92% |
$43K - $44K
|
25.9K
$928K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
378+ 126.0% |
$13.4K - $13.7K
|
678
$24.3K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
137+ 42.81% |
$4.86K - $4.97K
|
457
$16.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
124+ 9.9% |
$4.4K - $4.5K
|
1.38K
$49.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
109+ 1.42% |
$3.87K - $3.96K
|
7.8K
$279K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
69+ 0.35% |
$2.45K - $2.51K
|
19.8K
$708K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
42+ 0.62% |
$1.49K - $1.53K
|
6.83K
$245K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 0.63% |
$35.5 - $36.3
|
161
$5.77K
|
|
|
Nov 05, 2025
Q3 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-3- 0.04% |
$106 - $109
|
8.52K
$305K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4- 0.05% |
$142 - $145
|
8.35K
$299K
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-33- 0.17% |
$1.17K - $1.2K
|
19.7K
$707K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-71- 0.6% |
$2.52K - $2.58K
|
11.7K
$419K
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-135- 0.81% |
$4.79K - $4.9K
|
16.4K
$589K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-250- 6.77% |
$8.87K - $9.08K
|
3.44K
$123K
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-280- 1.33% |
$9.93K - $10.2K
|
20.7K
$743K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-300- 0.93% |
$10.6K - $10.9K
|
31.9K
$1.14M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-379- 2.07% |
$13.4K - $13.8K
|
18K
$644K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-577- 0.37% |
$20.5K - $21K
|
156K
$5.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-641- 2.62% |
$22.7K - $23.3K
|
23.8K
$852K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-655- 3.05% |
$23.2K - $23.8K
|
20.8K
$745K
|
|
|
Nov 03, 2025
Q3 2025
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-881- 11.25% |
$31.2K - $32K
|
6.95K
$249K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.61K- 7.51% |
$128K - $131K
|
44.5K
$1.59M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.85K- 43.04% |
$243K - $249K
|
9.07K
$325K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.89K- 22.75% |
$244K - $250K
|
23.4K
$839K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-8.86K- 6.7% |
$314K - $322K
|
123K
$4.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10.3K- 4.53% |
$367K - $375K
|
218K
$7.82M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10.4K- 38.15% |
$367K - $376K
|
16.8K
$602K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-10.8K- 3.29% |
$385K - $394K
|
319K
$11.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-12.1K- 99.7% |
$430K - $441K
|
36
$1.29K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-12.4K- 79.11% |
$438K - $449K
|
3.26K
$117K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-19.8K- 7.76% |
$702K - $719K
|
235K
$8.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-21.8K- 47.61% |
$773K - $792K
|
24K
$860K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-22.5K- 10.87% |
$796K - $815K
|
184K
$6.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-285K- 81.87% |
$10.1M - $10.3M
|
63.1K
$2.26M
|
|