Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
274KNew |
$4.4M - $4.83M
|
274K
$4.74M
|
|
Feb 13, 2025
Q4 2024
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
220KNew |
$3.53M - $3.88M
|
220K
$3.8M
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
45.6K+ 7.84% |
$733K - $805K
|
628K
$10.9M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
42.4K+ 5.94% |
$682K - $749K
|
757K
$13.1M
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
27K+ 17.12% |
$434K - $476K
|
185K
$3.2M
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
22.8KNew |
$366K - $402K
|
22.8K
$395K
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
21.9KNew |
$352K - $387K
|
21.9K
$380K
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
20.5KNew |
$330K - $362K
|
20.5K
$355K
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17.5KNew |
$282K - $309K
|
17.5K
$303K
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
17.4K+ 25.13% |
$279K - $306K
|
86.4K
$1.5M
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
11.1K+ 60.28% |
$178K - $195K
|
29.4K
$509K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.05K+ 17.7% |
$129K - $142K
|
53.5K
$926K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.33KNew |
$118K - $129K
|
7.33K
$127K
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.99K+ 2.65% |
$96.2K - $106K
|
232K
$4.02M
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.05K+ 26.08% |
$81.1K - $89.1K
|
24.4K
$422K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
4.38KNew |
$70.4K - $77.3K
|
4.38K
$75.8K
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
4.35K+ 23.3% |
$69.8K - $76.6K
|
23K
$398K
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.37K+ 12.07% |
$54.2K - $59.5K
|
31.3K
$542K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.63K+ 3.28% |
$42.2K - $46.4K
|
82.8K
$1.43M
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.52K+ 3.65% |
$40.4K - $44.4K
|
71.4K
$1.24M
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.11K+ 6.65% |
$33.8K - $37.1K
|
33.8K
$584K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.59K+ 1.13% |
$25.5K - $28K
|
142K
$2.46M
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.42KNew |
$22.8K - $25K
|
1.42K
$24.5K
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
969+ 6.78% |
$15.6K - $17.1K
|
15.3K
$264K
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
899+ 248.34% |
$14.4K - $15.9K
|
1.26K
$21.8K
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
853New |
$13.7K - $15K
|
853
$14.8K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
782+ 1.69% |
$12.6K - $13.8K
|
47.1K
$816K
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
378+ 1.32% |
$6.07K - $6.67K
|
29K
$501K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
369+ 0.79% |
$5.93K - $6.51K
|
46.9K
$812K
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
155New |
$2.49K - $2.73K
|
155
$2.68K
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
69+ 0.68% |
$1.11K - $1.22K
|
10.3K
$177K
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
29+ 0.1% |
$466 - $512
|
29.4K
$509K
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
28+ 2.55% |
$450 - $494
|
1.12K
$19.4K
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
27+ 0.17% |
$434 - $476
|
16.3K
$282K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15+ 0.02% |
$241 - $265
|
60.9K
$1.05M
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10New |
$161 - $176
|
10
$173
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 50.0% |
$16.1 - $17.6
|
1
$17.3
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-16- 0.12% |
$257 - $282
|
13.6K
$235K
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-85- 36.8% |
$1.37K - $1.5K
|
146
$2.53K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-131- 0.67% |
$2.1K - $2.31K
|
19.5K
$338K
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-209- 1.73% |
$3.36K - $3.69K
|
11.9K
$205K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-325- 1.11% |
$5.22K - $5.73K
|
29K
$501K
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-356- 1.0% |
$5.72K - $6.28K
|
35.1K
$608K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-653- 9.35% |
$10.5K - $11.5K
|
6.33K
$110K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.53K- 1.71% |
$24.6K - $27K
|
87.8K
$1.52M
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.75K- 5.81% |
$28K - $30.8K
|
28.3K
$490K
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.77K- 17.47% |
$28.4K - $31.2K
|
8.36K
$145K
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-4.39K- 32.46% |
$70.4K - $77.4K
|
9.13K
$158K
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.89K- 5.98% |
$78.6K - $86.3K
|
76.9K
$1.33M
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-24.3K- 63.2% |
$389K - $428K
|
14.1K
$244K
|