Institutional shares held 1.6 Million
0 calls
0 puts
Total value of holdings $69.6M
$0 calls
$0 puts
# of Institutions 64


Latest Institutional Activity in FCVT

Top Purchases

Q3 2025
River Tree Advisors, LLC Shares Held: 15.8K ($686K)
Q3 2025
Synergy Asset Management, LLC Shares Held: 11.4K ($497K)
Q3 2025
Coastal Investment Advisors, Inc. Shares Held: 7.26K ($316K)
Q3 2025
Ethos Financial Group, LLC Shares Held: 4.94K ($215K)
Q3 2025
D.A. Davidson & Co. Shares Held: 25.9K ($1.13M)

Top Sells

Q3 2025
Concurrent Investment Advisors, LLC Shares Held: 164K ($7.13M)
Q3 2025
Envestnet Asset Management Inc Shares Held: 5.55K ($242K)
Q3 2025
Cwm, LLC Shares Held: 29.6K ($1.29M)
Q3 2025
Milestones Private Investment Advisors LLC Shares Held: 30.2K ($1.32M)
Q3 2025
American Financial Advisors, LLC Shares Held: 8.86K ($386K)

About FCVT

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