Latest Institutional Purchases of First Tr Exchange Traded Fd Vi (AFSM)
This list provides information on the latest institutional transactions involving First Tr Exchange Traded Fd Vi (AFSM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
64KNew |
$1.9M - $2.14M
|
64K
$2.03M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
53K+ 51.1% |
$1.57M - $1.77M
|
157K
$4.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
43.4KNew |
$1.28M - $1.45M
|
43.4K
$1.38M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
42.3KNew |
$1.25M - $1.42M
|
42.3K
$1.34M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
29.6KNew |
$877K - $991K
|
29.6K
$940K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
28K+ 131.86% |
$828K - $935K
|
49.2K
$1.56M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
24.2K+ 39.08% |
$716K - $809K
|
86.1K
$2.73M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.8KNew |
$319K - $360K
|
10.8K
$342K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.75K+ 15.77% |
$259K - $293K
|
64.2K
$2.04M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.51K+ 3.0% |
$252K - $285K
|
293K
$9.29M
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
8.17KNew |
$242K - $273K
|
8.17K
$260K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
7.87K+ 2.84% |
$233K - $263K
|
285K
$9.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.13KNew |
$181K - $205K
|
6.13K
$195K
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
5.41K+ 4.44% |
$160K - $181K
|
127K
$4.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.82KNew |
$113K - $128K
|
3.82K
$121K
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.14K+ 9.5% |
$92.9K - $105K
|
36.1K
$1.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
2.45K+ 4.18% |
$72.5K - $81.9K
|
60.9K
$1.94M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.18K+ 14.89% |
$35.1K - $39.6K
|
9.14K
$290K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
672+ 7.68% |
$19.9K - $22.5K
|
9.42K
$299K
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
306+ 2.01% |
$9.06K - $10.2K
|
15.5K
$493K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
250New |
$7.41K - $8.36K
|
250
$7.94K
|
|
| Q2 2025 | |||||||
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
15.9KNew |
$396K - $477K
|
15.9K
$506K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2KNew |
$49.6K - $59.8K
|
2K
$63.5K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
636New |
$15.8K - $19K
|
636
$20.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
199New |
$4.94K - $5.95K
|
199
$6.32K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$24.8 - $29.9
|
1
$31.8
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.88KNew |
$158K - $184K
|
5.88K
$187K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.22KNew |
$32.8K - $38K
|
1.22K
$38.6K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
206+ 20.6% |
$5.55K - $6.45K
|
1.21K
$38.3K
|
|
| Q3 2024 | |||||||
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
13KNew |
$363K - $403K
|
13K
$413K
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
487New |
$13.2K - $14.3K
|
487
$15.5K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
150New |
$3.08K - $3.73K
|
150
$4.76K
|
|