Latest Institutional Transactions on First Tr Exchange Trded Fd Vi (FID)
This table provides information on the latest institutional transactions involving First Tr Exchange Trded Fd Vi (FID) 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-6.75K- 34.1% |
$106K - $120K
|
13K
$217K
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
14+ 0.05% |
$221 - $248
|
29.4K
$488K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
10K+ 33.33% |
$158K - $177K
|
40K
$664K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
3.28KNew |
$51.7K - $58.2K
|
3.28K
$54.5K
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.07KNew |
$16.9K - $19K
|
1.07K
$17.8K
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
1.79K+ 12.05% |
$28.2K - $31.7K
|
16.6K
$276K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.02K+ 20.06% |
$63.3K - $71.3K
|
24K
$399K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-367- 0.17% |
$5.78K - $6.51K
|
211K
$3.5M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.48K- 32.45% |
$86.3K - $97.1K
|
11.4K
$189K
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
10.8KNew |
$170K - $192K
|
10.8K
$179K
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-29.9K- 71.99% |
$456K - $496K
|
11.6K
$193K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.24K- 23.84% |
$64.5K - $70.3K
|
13.5K
$225K
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
31KNew |
$472K - $514K
|
31K
$514K
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
667+ 2.45% |
$10.2K - $11.1K
|
27.9K
$463K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.82KNew |
$27.8K - $30.3K
|
1.82K
$30.3K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
736New |
$11.2K - $12.2K
|
736
$12.2K
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
27+ 2.12% |
$411 - $448
|
1.3K
$21.6K
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1KNew |
$15.2K - $16.6K
|
1K
$16.6K
|
|
Q1 2024 | |||||||
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.74K+ 13.25% |
$26.3K - $27.9K
|
14.8K
$246K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-418- 24.66% |
$6.34K - $6.73K
|
1.28K
$21.2K
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
76.5K+ 75.34% |
$1.16M - $1.23M
|
178K
$2.96M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.2KNew |
$155K - $165K
|
10.2K
$170K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
39.9KNew |
$604K - $641K
|
39.9K
$662K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.46K- 37.94% |
$98K - $104K
|
10.6K
$176K
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
7.99K+ 5.67% |
$121K - $129K
|
149K
$2.47M
|
|
Q4 2023 | |||||||
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
105New |
$1.48K - $1.69K
|
105
$1.74K
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-2.42K- 71.21% |
$34K - $38.9K
|
977
$16.2K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-200- 5.99% |
$2.81K - $3.22K
|
3.14K
$52.1K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-300- 2.55% |
$4.4K - $4.78K
|
11.5K
$191K
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2K- 12.74% |
$29.4K - $31.9K
|
13.7K
$227K
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-417- 0.84% |
$6.12K - $6.65K
|
49.3K
$818K
|
|
Q2 2023 | |||||||
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
27.8KNew |
$423K - $451K
|
27.8K
$462K
|
|
Q1 2023 | |||||||
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-217- 1.91% |
$3.28K - $3.56K
|
11.2K
$185K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.33KNew |
$20.1K - $21.8K
|
1.33K
$22K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
1.05KNew |
$14K - $16.5K
|
1.05K
$17.4K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.32KNew |
$30.9K - $36.4K
|
2.32K
$38.5K
|
|
Jan 23, 2023
Q4 2022
|
Chiron Capital Management, LLC
|
SELL
|
- |
-2.89K- 11.01% |
$38.5K - $45.3K
|
23.4K
$388K
|
|
Q3 2022 | |||||||
Oct 13, 2022
Q3 2022
|
Old Port Advisors
|
SELL
|
- |
-845- 7.64% |
$11.6K - $13.7K
|
10.2K
$170K
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
265New |
$4.2K - $4.75K
|
265
$4.4K
|
|
Aug 01, 2022
Q2 2022
|
Wespac Advisors, LLC
|
SELL
|
- |
-54.9KClosed |
$870K - $985K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
400New |
$6.34K - $7.17K
|
400
$6.64K
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-100Closed |
$1.58K - $1.79K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1KNew |
$15.8K - $17.9K
|
1K
$16.6K
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
34.8KNew |
$585K - $674K
|
34.8K
$578K
|
|
May 13, 2022
Q1 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-19.4KClosed |
$326K - $376K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1.05K- 33.66% |
$17.6K - $20.2K
|
2.06K
$34.2K
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-11.6KClosed |
$194K - $224K
|
0
$0
|
|
Q4 2021 | |||||||
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
170New |
$2.9K - $3.23K
|
170
$2.82K
|