Who owns FIRST TR EXCHNG TRADED FD VI?
- Ticker: FSEP
- CUSIP Number: 33740u307
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Analyze quarterly positions in First Tr Exchng Traded Fd Vi with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold FIRST TR EXCHNG TRADED FD VI this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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CWM | 360k | $15M | -11% | Mar 2024 |
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Advisor Group Holdings | 342k | $14M | -31% | Dec 2023 |
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Commonwealth Equity Services | 322k | $14M | -6% | Mar 2024 |
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Raymond James Financial Services Advisors | 145k | $6.1M | -12% | Mar 2024 |
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McCarthy & Cox | 123k | $5.2M | 100% | Mar 2024 |
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Schulz Wealth | 119k | $5.0M | -1% | Mar 2024 |
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Keystone Wealth Services | 110k | $4.7M | 0% | Mar 2024 |
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Raymond James & Associates | 91k | $3.9M | -2% | Mar 2024 |
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Harbour Investments | 70k | $2.8M | -37% | Dec 2023 |
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AE Wealth Management | 63k | $2.6M | -2% | Dec 2023 |
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Cambridge Investment Research Advisors | 63k | $2.7M | -22% | Mar 2024 |
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Prospera Financial Services | 53k | $2.1M | 1% | Dec 2023 |
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Atria Wealth Solutions | 44k | $1.8M | -7% | Dec 2023 |
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Beacon Financial | 43k | $1.7M | -3% | Dec 2023 |
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Fragasso | 43k | $1.8M | 0% | Mar 2024 |
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Valtinson Bruner Financial Planning | 43k | $1.8M | -60% | Mar 2024 |
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Fsb Premier Wealth Management | 38k | $1.5M | -1% | Dec 2023 |
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Kestra Advisory Services | 37k | $1.5M | -17% | Dec 2023 |
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Sloy Dahl & Holst | 33k | $1.4M | 0% | Mar 2024 |
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Integrity Financial Corp | 31k | $1.3M | -1% | Mar 2024 |
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Thoroughbred Financial Services | 30k | $1.2M | 0% | Dec 2023 |
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Royal Bank of Canada | 29k | $1.2M | -2% | Dec 2023 |
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Family Wealth Group | 27k | $1.1M | 100% | Dec 2023 |
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Octavia Wealth Advisors | 26k | $1.1M | 0% | Mar 2024 |
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Steward Partners Investment Advisory | 25k | $994k | 0% | Dec 2023 |
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Mariner Wealth Advisors | 23k | $932k | 62% | Dec 2023 |
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McKinley Carter Wealth Services | 22k | $916k | 0% | Mar 2024 |
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Jpmorgan Chase & Co | 20k | $822k | 461% | Dec 2023 |
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DHJJ Financial Advisors | 18k | $744k | 1% | Mar 2024 |
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Acorn Financial Advisory Services | 17k | $686k | -8% | Dec 2023 |
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SeaCrest Wealth Management | 17k | $715k | 0% | Mar 2024 |
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Proequities | 17k | $704M | 78% | Mar 2024 |
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Jane Street | 16k | $644k | 100% | Dec 2023 |
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Janney Montgomery Scott | 16k | $677k | -7% | Mar 2024 |
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Change Path | 16k | $627k | -90% | Dec 2023 |
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Sunbelt Securities | 16k | $661k | 0% | Mar 2024 |
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Blue Bell Private Wealth Management | 15k | $649k | -2% | Mar 2024 |
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Strategic Blueprint | 15k | $647k | -6% | Mar 2024 |
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Harwood Advisory | 15k | $596k | 54% | Dec 2023 |
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 15k | $624k | 0% | Mar 2024 |
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Beacon Pointe Advisors | 14k | $549k | -5% | Dec 2023 |
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SWMG | 14k | $547k | 3% | Dec 2023 |
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Branch Banking & Trust Company | 13k | $524k | 54% | Dec 2023 |
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Main Street Financial Solutions | 13k | $540k | -4% | Mar 2024 |
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H D Vest Advisory Services | 13k | $501k | 68% | Dec 2023 |
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Kingswood Wealth Advisors | 11k | $463k | 1% | Mar 2024 |
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Prosperity Consulting Group | 11k | $447k | 0% | Mar 2024 |
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Kestra Private Wealth Services | 10k | $435k | -22% | Mar 2024 |
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Creative Financial Designs | 9.5k | $403k | 4% | Mar 2024 |
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Wealthsource Partners | 8.3k | $333k | 0% | Dec 2023 |
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First Heartland Consultants | 8.1k | $328k | -38% | Dec 2023 |
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HighTower Advisors | 8.0k | $323k | 0% | Dec 2023 |
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Catalina Capital Group | 7.8k | $330k | 0% | Mar 2024 |
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SOA Wealth Advisors | 7.4k | $314k | 0% | Mar 2024 |
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Mutual Advisors | 7.3k | $309k | 0% | Mar 2024 |
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Citadel Advisors | 7.1k | $286k | 100% | Dec 2023 |
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National Asset Management | 7.1k | $284k | 10% | Dec 2023 |
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AIFG Consultants | 6.9k | $278k | 100% | Dec 2023 |
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Opes Wealth Management | 6.8k | $291k | 2% | Mar 2024 |
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Share Andrew L. | 6.0k | $241k | 0% | Dec 2023 |
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Wedbush Morgan Securities | 6.0k | $239k | -5% | Dec 2023 |
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Townsquare Capital | 5.8k | $233k | -19% | Dec 2023 |
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Apollon Wealth Management | 5.8k | $244k | -5% | Mar 2024 |
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Clear Creek Financial Management | 5.7k | $241k | 0% | Mar 2024 |
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Baker Tilly Financial | 5.5k | $220k | 100% | Dec 2023 |
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We Are One Seven | 5.4k | $218k | -2% | Dec 2023 |
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Cedar Brook Financial Partners | 5.3k | $226k | 0% | Mar 2024 |
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Lincoln National | 5.2k | $221k | -10% | Mar 2024 |
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Brown Wealth Management | 5.1k | $205k | 100% | Dec 2023 |
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CoreCap Advisors | 5.0k | $203k | 100% | Dec 2023 |
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Nbc Securities | 4.1k | $173k | -4% | Mar 2024 |
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IFP Advisors | 3.9k | $157k | -78% | Dec 2023 |
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Castleview Partners | 2.2k | $87k | 0% | Dec 2023 |
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UBS Group | 1.5k | $59k | 557% | Dec 2023 |
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Tanglewood Legacy Advisors | 1.0k | $44k | 0% | Mar 2024 |
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Turtle Creek Wealth Advisors | 860.00 | $37k | 0% | Mar 2024 |
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Archer Investment Corp | 515.00 | $21k | 0% | Dec 2023 |
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Capital Analysts | 460.00 | $19k | 0% | Dec 2023 |
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Summit Investment Advisors | 300.00 | $12k | 0% | Dec 2023 |
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Who sold out of First Tr Exchng Traded Fd Vi?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Ameritas Advisory Services | Sep 2023 | 9.6k | $356k |
Panoramic Investment Advisors | Dec 2023 | 7.9k | $317k |
Cape Investment Advisory | Sep 2023 | 1.1k | $40k |