United Capital Financial Advisers, LLC First Tr Exche Trd Fd Vi Dorse Transaction History

United Capital Financial Advisers, LLC

$11.7 Billion
Q4 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	SELL	$34.28 - $35.8 $27,698 - $28,926	-808 Reduced 8.03%	9,255 $324,000
Q2 2022 Aug 11, 2022	BUY	$33.61 - $37.67 $27,156 - $30,437	808 Added 8.73%	10,063 $341,000
Q1 2022 May 16, 2022	SELL	$34.48 - $38.51 $118,783 - $132,666	-3,445 Reduced 27.13%	9,255 $339,000
Q4 2021 Feb 14, 2022	BUY	$34.99 - $39.57 $444,373 - $502,539	12,700 New	12,700 $480,000
Q3 2019 Nov 14, 2019	SELL	$26.1 - $27.43 $1.2 Million - $1.27 Million	-46,123 Closed	0 $0
Q2 2019 Aug 13, 2019	BUY	$25.7 - $27.18 $117,603 - $124,375	4,576 Added 11.01%	46,123 $1.24 Million
Q1 2019 May 14, 2019	BUY	$22.76 - $27.02 $144,958 - $172,090	6,369 Added 18.11%	41,547 $1.11 Million
Q4 2018 Feb 14, 2019	BUY	$21.74 - $28.7 $68,046 - $89,831	3,130 Added 9.77%	35,178 $824,000
Q3 2018 Nov 14, 2018	BUY	$27.47 - $29.6 $432,020 - $465,519	15,727 Added 96.36%	32,048 $924,000
Q2 2018 Aug 14, 2018	BUY	$26.07 - $28.81 $425,488 - $470,208	16,321 New	16,321 $447,000

Others Institutions Holding FVC

# of Institutions

58

Shares Held

2.39M

Call Options Held

0

Put Options Held

0

About FIRST TR EXCHE-TRD FD VI DORSE

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