Purchases and Sales Made in Q3 2024 in First Tr Exchange Trded Fd Vi (FID)
This table provides information about the institutional ownership of First Tr Exchange Trded Fd Vi (FID) during Q3 2024. The information is specifically focused on institutions that hold shares of FIRST TR EXCHANGE-TRDED FD VI .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
87.4K+ 13.93% |
$1.38M - $1.55M
|
715K
$11.8M
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
36.4K+ 6.67% |
$574K - $646K
|
582K
$9.57M
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
27.6K+ 680.11% |
$435K - $490K
|
31.7K
$521K
|
|
Nov 07, 2024
Q3 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
18.2K+ 13.01% |
$286K - $322K
|
158K
$2.6M
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
10.8KNew |
$170K - $192K
|
10.8K
$178K
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
10.2KNew |
$161K - $181K
|
10.2K
$168K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
10K+ 33.33% |
$158K - $177K
|
40K
$658K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.02K+ 20.06% |
$63.3K - $71.3K
|
24K
$396K
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.97K+ 25.79% |
$62.6K - $70.4K
|
19.4K
$319K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
3.28KNew |
$51.7K - $58.2K
|
3.28K
$54K
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
3.15K+ 20.31% |
$49.6K - $55.9K
|
18.7K
$307K
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.09K+ 20.27% |
$48.7K - $54.9K
|
18.3K
$302K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.59K+ 3.34% |
$40.8K - $46K
|
80.2K
$1.32M
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
2.27K+ 20.03% |
$35.8K - $40.3K
|
13.6K
$224K
|
|
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
$274K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.5K+ 20.0% |
$23.6K - $26.6K
|
9K
$148K
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.28K+ 8.52% |
$20.2K - $22.7K
|
16.3K
$268K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.17K+ 0.84% |
$18.4K - $20.7K
|
141K
$2.31M
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.07KNew |
$16.9K - $19K
|
1.07K
$17.6K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.07K+ 2.35% |
$16.8K - $18.9K
|
46.6K
$766K
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
573+ 4.18% |
$9.03K - $10.2K
|
14.3K
$235K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
544+ 2.84% |
$8.57K - $9.65K
|
19.7K
$324K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
532+ 1.94% |
$8.38K - $9.44K
|
28K
$460K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
446+ 8920.0% |
$7.03K - $7.91K
|
451
$7.42K
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
186+ 0.66% |
$2.93K - $3.3K
|
28.6K
$470K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
115+ 1.67% |
$1.81K - $2.04K
|
6.98K
$115K
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
41+ 0.06% |
$646 - $727
|
69.1K
$1.14M
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
14+ 0.05% |
$221 - $248
|
29.4K
$483K
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8+ 0.07% |
$126 - $142
|
12.1K
$198K
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
6+ 0.55% |
$94.6 - $106
|
1.1K
$18K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2New |
$31.5 - $35.5
|
2
$32.9
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 0.28% |
$15.8 - $17.7
|
362
$5.95K
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-128- 58.45% |
$2.02K - $2.27K
|
91
$1.5K
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-149- 39.21% |
$2.35K - $2.64K
|
231
$3.8K
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-248- 0.84% |
$3.91K - $4.4K
|
29.3K
$482K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-367- 0.17% |
$5.78K - $6.51K
|
211K
$3.47M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-376- 0.46% |
$5.93K - $6.67K
|
81.7K
$1.34M
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-792- 0.88% |
$12.5K - $14.1K
|
89.4K
$1.47M
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.4K- 3.52% |
$22K - $24.8K
|
38.4K
$631K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-4.19K- 12.24% |
$66.1K - $74.4K
|
30.1K
$494K
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-4.57K- 31.09% |
$72K - $81K
|
10.1K
$167K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.48K- 32.45% |
$86.3K - $97.1K
|
11.4K
$188K
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.52K- 8.64% |
$103K - $116K
|
68.9K
$1.13M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-6.75K- 34.1% |
$106K - $120K
|
13K
$215K
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.77K- 16.02% |
$107K - $120K
|
35.5K
$584K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.87K- 10.13% |
$108K - $122K
|
60.9K
$1M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.3K- 15.18% |
$131K - $147K
|
46.4K
$763K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-20.4K- 23.96% |
$322K - $362K
|
64.8K
$1.07M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-25.2K- 10.04% |
$398K - $448K
|
226K
$3.72M
|