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 |
|---|---|---|---|---|---|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
138
shares
|
$5,540
0.0% of portfolio
|
Q2 2025
Reduced 65.41%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
112
shares
|
$4,496
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
91
shares
|
$3,653
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
29
shares
|
$1,164
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
20
shares
|
$803
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
18
shares
|
$722
0.0% of portfolio
|
Q2 2025
Reduced 5.26%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
2
shares
|
$80
0.0% of portfolio
|
Q2 2024
Reduced 93.33%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
1
shares
|
$40
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1
shares
|
$40
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|