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 64 institutions that hold shares in the stock, with a total of 1.59 Million shares, which have been reported (via 13F filing form) to have a value of $70.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
13,396
shares
|
$595,050
0.02% of portfolio
|
Q3 2022
Reduced 28.19%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
12,336
shares
|
$547,965
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
11,536
shares
|
$512,429
0.09% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 21, 2025 Q3 2025 |
11,414
shares
|
$507,009
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
10,846
shares
|
$481,779
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
10,476
shares
|
$465,343
0.0% of portfolio
|
Q1 2025
Added 73.47%
|
|
|
American Financial Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
8,862
shares
|
$393,650
0.05% of portfolio
|
Q3 2025
Reduced 2.79%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
8,274
shares
|
$367,531
0.06% of portfolio
|
Q2 2025
Added 34.34%
|
|
|
Cottonwood Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
7,888
shares
|
$350,384
0.27% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
7,505
shares
|
$333,372
0.0% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
7,263
shares
|
$322,622
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
7,098
shares
|
$315,293
0.1% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Everett Harris & CO
|
Aug 08, 2025 Q2 2025 |
6,585
shares
|
$292,505
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
5,624
shares
|
$249,818
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
5,481
shares
|
$243,466
0.0% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
4,942
shares
|
$219,523
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
4,907
shares
|
$217,968
0.0% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
4,731
shares
|
$210,151
0.0% of portfolio
|
Q2 2024
Reduced 2.21%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,700
shares
|
$75,514
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
1,529
shares
|
$67,918
0.0% of portfolio
|
Q2 2025
Added 5172.41%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
850
shares
|
$37,757
0.0% of portfolio
|
Q3 2023
Reduced 15.0%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
652
shares
|
$28,961
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
650
shares
|
$28,873
0.0% of portfolio
|
Q2 2025
Added 44.44%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
323
shares
|
$14,347
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
295
shares
|
$13,103
0.0% of portfolio
|
Q1 2023
Reduced 60.3%
|