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 45 institutions that hold shares in the stock, with a total of 1.21 Million shares, which have been reported (via 13F filing form) to have a value of $46 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cottonwood Capital Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
8,371
shares
|
$319,018
0.23% of portfolio
|
Q3 2024
Reduced 29.38%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Oct 28, 2024 Q3 2024 |
8,000
shares
|
$304,880
0.16% of portfolio
|
Q4 2021
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
7,478
shares
|
$284,986
0.0% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
6,831
shares
|
$260,329
0.0% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
6,587
shares
|
$251,030
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 11, 2024 Q3 2024 |
5,748
shares
|
$219,056
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
5,149
shares
|
$196,228
0.0% of portfolio
|
Q3 2024
Added 66.31%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
4,731
shares
|
$180,298
0.0% of portfolio
|
Q2 2024
Reduced 2.21%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
3,595
shares
|
$137,005
0.02% of portfolio
|
Q3 2024
Reduced 7.56%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
1,700
shares
|
$64,787
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,455
shares
|
$55,450
0.0% of portfolio
|
Q3 2024
Reduced 97.39%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
850
shares
|
$32,393
0.0% of portfolio
|
Q3 2023
Reduced 15.0%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
323
shares
|
$12,309
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
295
shares
|
$11,242
0.0% of portfolio
|
Q1 2023
Reduced 60.3%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
260
shares
|
$9,908
0.0% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
112
shares
|
$4,268
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
108
shares
|
$4,115
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
2
shares
|
$76
0.0% of portfolio
|
Q2 2024
Reduced 93.33%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1
shares
|
$38
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|