Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
108KNew |
$3.82M - $4.2M
|
108K
$3.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
30K+ 14279.52% |
$1.06M - $1.16M
|
30.2K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
19.7KNew |
$697K - $766K
|
19.7K
$693K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.9K+ 87.83% |
$525K - $577K
|
31.8K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.6K+ 77.29% |
$515K - $566K
|
33.4K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
12.6KNew |
$444K - $488K
|
12.6K
$442K
|
|
|
Feb 10, 2025
Q4 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
8.6KNew |
$304K - $334K
|
8.6K
$302K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
6.64KNew |
$235K - $258K
|
6.64K
$233K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.21K+ 50.86% |
$113K - $125K
|
9.52K
$334K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
465+ 6.01% |
$16.4K - $18.1K
|
8.21K
$288K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
408New |
$14.4K - $15.8K
|
408
$14.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
245+ 1.14% |
$8.65K - $9.51K
|
21.6K
$760K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-57- 0.79% |
$2.01K - $2.21K
|
7.12K
$250K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-68- 0.45% |
$2.4K - $2.64K
|
15.1K
$529K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-70- 0.52% |
$2.47K - $2.72K
|
13.4K
$470K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-138- 0.54% |
$4.87K - $5.36K
|
25.3K
$889K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-265- 3.88% |
$9.36K - $10.3K
|
6.56K
$230K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-299- 4.65% |
$10.6K - $11.6K
|
6.13K
$215K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-723- 1.94% |
$25.5K - $28.1K
|
36.5K
$1.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-920- 6.3% |
$32.5K - $35.7K
|
13.7K
$481K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-998- 3.52% |
$35.2K - $38.8K
|
27.3K
$959K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.02K- 10.89% |
$36K - $39.6K
|
8.34K
$293K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-1.02K- 6.97% |
$36K - $39.6K
|
13.6K
$478K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.09K- 6.27% |
$38.6K - $42.4K
|
16.4K
$574K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.68KClosed |
$59.2K - $65.1K
|
0
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.88K- 6.58% |
$66.4K - $73K
|
26.7K
$936K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.44K- 50.0% |
$86.1K - $94.6K
|
2.44K
$85.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.6K- 7.32% |
$91.7K - $101K
|
32.9K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.13K- 29.01% |
$111K - $122K
|
7.67K
$269K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.15K- 2.3% |
$111K - $122K
|
134K
$4.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-4.04K- 1.23% |
$143K - $157K
|
323K
$11.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.08K- 10.83% |
$215K - $236K
|
50.1K
$1.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.1K- 3.54% |
$251K - $276K
|
193K
$6.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.56K- 52.71% |
$302K - $332K
|
7.68K
$270K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.95K- 5.67% |
$351K - $386K
|
166K
$5.81M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-13.9K- 4.47% |
$490K - $539K
|
297K
$10.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-22.1K- 74.66% |
$780K - $858K
|
7.5K
$263K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-24K- 9.98% |
$848K - $933K
|
217K
$7.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-365K- 57.21% |
$12.9M - $14.2M
|
273K
$9.59M
|