Institutional Ownership First Tr Exchange Traded Fd Iv (FCVT)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Iv (FCVT). We have compiled data on the 66 institutions that hold shares in the stock, with a total of 1.43 Million shares, which have been reported (via 13F filing form) to have a value of $60.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
187,627
shares
|
$7.93 Million
0.0% of portfolio
|
Q3 2025
Added 10.8%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
163,784
shares
|
$6.93 Million
0.12% of portfolio
|
Q3 2025
Reduced 46.16%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
121,042
shares
|
$5.12 Million
0.78% of portfolio
|
Q1 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
90,808
shares
|
$3.84 Million
0.0% of portfolio
|
Q3 2025
Reduced 31.88%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
89,532
shares
|
$3.79 Million
0.0% of portfolio
|
Q3 2025
Added 3.28%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
79,731
shares
|
$3.37 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
59,271
shares
|
$2.51 Million
0.0% of portfolio
|
Q2 2025
Reduced 16.86%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
55,600
shares
|
$2.35 Million
0.0% of portfolio
|
Q3 2024
Reduced 40.04%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 05, 2025 Q3 2025 |
43,133
shares
|
$1.82 Million
0.86% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
40,958
shares
|
$1.73 Million
0.0% of portfolio
|
Q3 2025
Added 5.61%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
37,996
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2025
Added 142.8%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
33,259
shares
|
$1.41 Million
0.01% of portfolio
|
Q3 2025
Reduced 15.11%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
30,623
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
30,503
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
30,234
shares
|
$1.28 Million
0.88% of portfolio
|
Q3 2025
Reduced 5.83%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
29,576
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2025
Reduced 15.46%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
25,858
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2025
Added 6.35%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
22,546
shares
|
$953,470
0.32% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
21,243
shares
|
$898,366
0.0% of portfolio
|
Q3 2025
Reduced 23.09%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Nov 03, 2025 Q3 2025 |
15,751
shares
|
$666,109
0.56% of portfolio
|
Q3 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
14,549
shares
|
$615,277
0.01% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
14,090
shares
|
$595,866
0.0% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
13,780
shares
|
$582,756
0.01% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
13,396
shares
|
$566,516
0.02% of portfolio
|
Q3 2022
Reduced 28.19%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
12,874
shares
|
$544,441
0.0% of portfolio
|
Q3 2025
Added 22.89%
|
|