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 59 institutions that hold shares in the stock, with a total of 1.81 Million shares, which have been reported (via 13F filing form) to have a value of $72.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
12,336
shares
|
$495,290
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
11,536
shares
|
$463,170
0.09% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
10,846
shares
|
$435,466
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
10,476
shares
|
$420,611
0.0% of portfolio
|
Q1 2025
Added 73.47%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
9,116
shares
|
$366,007
0.05% of portfolio
|
Q2 2025
Reduced 11.62%
|
|
|
Horst & Graben Wealth Management LLC
|
Jul 28, 2025 Q2 2025 |
8,274
shares
|
$332,201
0.06% of portfolio
|
Q2 2025
Added 34.34%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
7,811
shares
|
$313,611
0.22% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
7,505
shares
|
$301,325
0.0% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
7,098
shares
|
$284,984
0.1% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Everett Harris & CO
|
Aug 08, 2025 Q2 2025 |
6,585
shares
|
$264,387
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
5,624
shares
|
$225,803
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
5,463
shares
|
$219,339
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
4,887
shares
|
$196,213
0.0% of portfolio
|
Q2 2025
Added 1371.99%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
4,731
shares
|
$189,949
0.0% of portfolio
|
Q2 2024
Reduced 2.21%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,700
shares
|
$68,255
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,529
shares
|
$61,389
0.0% of portfolio
|
Q2 2025
Added 5172.41%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
850
shares
|
$34,127
0.0% of portfolio
|
Q3 2023
Reduced 15.0%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
652
shares
|
$26,177
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
650
shares
|
$26,097
0.0% of portfolio
|
Q2 2025
Added 44.44%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
323
shares
|
$12,968
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
295
shares
|
$11,844
0.0% of portfolio
|
Q1 2023
Reduced 60.3%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
265
shares
|
$10,639
0.0% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
229
shares
|
$9,194
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
209
shares
|
$8,391
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
142
shares
|
$5,701
0.0% of portfolio
|
Q2 2025
New holding
|