Latest Institutional Transactions on First Tr Exchange Traded Fd Vi (AFSM)
This table provides information on the latest institutional transactions involving First Tr Exchange Traded Fd Vi (AFSM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
61.9KNew |
$1.86M - $2.06M
|
61.9K
$1.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
9.42K+ 57.17% |
$283K - $313K
|
25.9K
$752K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
56.6KNew |
$1.7M - $1.88M
|
56.6K
$1.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.79KNew |
$83.8K - $92.7K
|
2.79K
$80.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
111K+ 15926.71% |
$3.35M - $3.71M
|
112K
$3.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
8.08KNew |
$243K - $269K
|
8.08K
$234K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
221KNew |
$6.63M - $7.34M
|
221K
$6.41M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
1KNew |
$30K - $33.3K
|
1K
$29K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.07K+ 137.41% |
$272K - $302K
|
15.7K
$455K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.93K+ 11.86% |
$58K - $64.3K
|
18.2K
$529K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16.3KNew |
$489K - $541K
|
16.3K
$472K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
6.92KNew |
$208K - $230K
|
6.92K
$201K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-150- 23.08% |
$4.51K - $4.99K
|
500
$14.5K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
16.8K+ 177.7% |
$504K - $558K
|
26.2K
$761K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
601+ 6.64% |
$18.1K - $20K
|
9.65K
$280K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
220KNew |
$6.6M - $7.31M
|
220K
$6.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-14.9K- 11.89% |
$448K - $496K
|
111K
$3.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
20K+ 60.92% |
$601K - $665K
|
52.8K
$1.53M
|
|
| Q3 2024 | |||||||
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
13KNew |
$363K - $403K
|
13K
$377K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
35New |
$948 - $1.03K
|
35
$1.02K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
487New |
$13.2K - $14.3K
|
487
$14.1K
|
|
| Q1 2024 | |||||||
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
700+ 3.79% |
$18.4K - $20.5K
|
19.2K
$556K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$26.2 - $29.3
|
1
$29
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.84K- 36.51% |
$131K - $162K
|
10.2K
$295K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.02KNew |
$135K - $167K
|
6.02K
$175K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-318- 0.82% |
$7.54K - $8.32K
|
38.3K
$1.11M
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
150New |
$3.08K - $3.73K
|
150
$4.35K
|
|
| Q2 2022 | |||||||
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.22KClosed |
$25.9K - $31.4K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.9KClosed |
$49.6K - $54.9K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-420Closed |
$10.4K - $11.2K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Jul 20, 2020
Q2 2020
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-16.3KClosed |
$204K - $293K
|
0
$0
|
|