Institutional Ownership First Tr Exchange Traded Fd Vi (FICS)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Vi (FICS). We have compiled data on the 57 institutions that hold shares in the stock, with a total of 2.89 Million shares, which have been reported (via 13F filing form) to have a value of $103 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
17,451
shares
|
$620,906
0.45% of portfolio
|
Q3 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 09, 2024 Q2 2024 |
17,086
shares
|
$607,919
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Clarus Wealth Advisors
|
Oct 08, 2024 Q3 2024 |
16,294
shares
|
$579,740
0.31% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 31, 2024 Q2 2024 |
15,161
shares
|
$539,428
0.14% of portfolio
|
Q2 2024
Added 10.82%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
14,003
shares
|
$498,226
0.01% of portfolio
|
Q3 2024
Added 4.83%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
13,916
shares
|
$495,131
0.02% of portfolio
|
Q3 2024
Reduced 21.62%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
13,767
shares
|
$489,829
0.23% of portfolio
|
Q3 2024
Added 14.03%
|
|
|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
12,639
shares
|
$449,695
0.01% of portfolio
|
Q2 2024
Reduced 75.43%
|
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
11,607
shares
|
$412,977
0.01% of portfolio
|
Q2 2024
Added 3.83%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
10,927
shares
|
$388,782
0.02% of portfolio
|
Q3 2024
Added 20.31%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
9,790
shares
|
$348,328
0.0% of portfolio
|
Q2 2024
Reduced 23.48%
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 03, 2024 Q3 2024 |
8,041
shares
|
$286,098
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
6,894
shares
|
$245,288
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Aug 14, 2024 Q2 2024 |
4,923
shares
|
$175,160
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
3,595
shares
|
$127,910
0.01% of portfolio
|
Q2 2024
Added 25.26%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
3,176
shares
|
$113,002
0.0% of portfolio
|
Q4 2023
Added 0.03%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
2,903
shares
|
$103,288
0.08% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
2,000
shares
|
$71,160
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 05, 2024 Q2 2024 |
1,511
shares
|
$53,761
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
781
shares
|
$27,787
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
738
shares
|
$26,258
0.0% of portfolio
|
Q2 2024
Added 1577.27%
|
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
523
shares
|
$18,608
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
520
shares
|
$18,501
0.0% of portfolio
|
Q2 2024
Reduced 8.29%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
243
shares
|
$8,645
0.01% of portfolio
|
Q2 2024
Reduced 86.12%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 12, 2024 Q2 2024 |
200
shares
|
$7,116
0.0% of portfolio
|
Q4 2023
New holding
|