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
$4.51M
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
45.6K+ 7.84% |
$733K - $805K
|
628K
$10.3M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
42.4K+ 5.94% |
$682K - $749K
|
757K
$12.5M
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
27K+ 17.12% |
$434K - $476K
|
185K
$3.04M
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
21.9KNew |
$352K - $387K
|
21.9K
$361K
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
20.5KNew |
$330K - $362K
|
20.5K
$338K
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17.5KNew |
$282K - $309K
|
17.5K
$288K
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
17.4K+ 25.13% |
$279K - $306K
|
86.4K
$1.42M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.05K+ 17.7% |
$129K - $142K
|
53.5K
$881K
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.05K+ 26.08% |
$81.1K - $89.1K
|
24.4K
$402K
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
4.35K+ 23.3% |
$69.8K - $76.6K
|
23K
$378K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.63K+ 3.28% |
$42.2K - $46.4K
|
82.8K
$1.36M
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.52K+ 3.65% |
$40.4K - $44.4K
|
71.4K
$1.17M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.59K+ 1.13% |
$25.5K - $28K
|
142K
$2.34M
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
969+ 6.78% |
$15.6K - $17.1K
|
15.3K
$251K
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
378+ 1.32% |
$6.07K - $6.67K
|
29K
$476K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
369+ 0.79% |
$5.93K - $6.51K
|
46.9K
$772K
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
155New |
$2.49K - $2.73K
|
155
$2.55K
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
28+ 2.55% |
$450 - $494
|
1.12K
$18.5K
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
27+ 0.17% |
$434 - $476
|
16.3K
$269K
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-16- 0.12% |
$257 - $282
|
13.6K
$223K
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-85- 36.8% |
$1.37K - $1.5K
|
146
$2.4K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-131- 0.67% |
$2.1K - $2.31K
|
19.5K
$321K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-325- 1.11% |
$5.22K - $5.73K
|
29K
$477K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-653- 9.35% |
$10.5K - $11.5K
|
6.33K
$104K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.53K- 1.71% |
$24.6K - $27K
|
87.8K
$1.44M
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.75K- 5.81% |
$28K - $30.8K
|
28.3K
$466K
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.77K- 17.47% |
$28.4K - $31.2K
|
8.36K
$137K
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.89K- 5.98% |
$78.6K - $86.3K
|
76.9K
$1.26M
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-24.3K- 63.2% |
$389K - $428K
|
14.1K
$232K
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-64.7K- 99.93% |
$1.04M - $1.14M
|
46
$757
|