Purchases and Sales Made in Q1 2025 in First Tr Exchange Traded Fd Iv (FCVT)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Iv (FCVT) during Q1 2025. The information is specifically focused on institutions that hold shares of FIRST TR EXCHANGE TRADED FD IV.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
43.2K+ 173.83% |
$1.5M - $1.66M
|
68K
$2.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21.9K+ 120.93% |
$763K - $842K
|
40.1K
$1.49M
|
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
13.4KNew |
$468K - $516K
|
13.4K
$499K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.8K+ 64.15% |
$375K - $414K
|
27.6K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.21KNew |
$320K - $353K
|
9.21K
$342K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.91K+ 14.42% |
$310K - $342K
|
70.7K
$2.62M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.81K+ 102.21% |
$272K - $300K
|
15.5K
$574K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.99K+ 4.68% |
$243K - $268K
|
156K
$5.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
6.92KNew |
$241K - $265K
|
6.92K
$257K
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
BUY
|
- |
6.59KNew |
$229K - $253K
|
6.59K
$245K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
6.16KNew |
$214K - $236K
|
6.16K
$229K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.97K+ 50.19% |
$208K - $229K
|
17.9K
$664K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.44K+ 73.47% |
$154K - $170K
|
10.5K
$389K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.47K+ 5.95% |
$86K - $94.8K
|
44K
$1.63M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
399New |
$13.9K - $15.3K
|
399
$14.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
263New |
$9.15K - $10.1K
|
263
$9.77K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
130+ 25.0% |
$4.52K - $4.99K
|
650
$24.1K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
43+ 40.95% |
$1.5K - $1.65K
|
148
$5.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
29New |
$1.01K - $1.11K
|
29
$1.08K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
20New |
$696 - $767
|
20
$743
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
20+ 1.09% |
$696 - $767
|
1.86K
$69K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
19New |
$661 - $729
|
19
$705
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-50- 0.45% |
$1.74K - $1.92K
|
10.9K
$406K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-139- 1.82% |
$4.84K - $5.33K
|
7.5K
$278K
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-149- 1.42% |
$5.18K - $5.72K
|
10.3K
$383K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-179- 0.42% |
$6.23K - $6.87K
|
42.6K
$1.58M
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-187- 2.29% |
$6.51K - $7.17K
|
7.98K
$296K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-200- 30.77% |
$6.96K - $7.67K
|
450
$16.7K
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
SELL
|
- |
-629- 4.47% |
$21.9K - $24.1K
|
13.4K
$499K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-730- 5.13% |
$25.4K - $28K
|
13.5K
$501K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.11K- 28.81% |
$38.8K - $42.7K
|
2.75K
$102K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.9K- 4.36% |
$66.2K - $73K
|
41.7K
$1.55M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.73K- 5.92% |
$95.1K - $105K
|
43.5K
$1.61M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.53K- 13.94% |
$123K - $135K
|
21.8K
$810K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.76KClosed |
$200K - $221K
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-7.28K- 99.99% |
$253K - $279K
|
1
$37.1
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10.4K- 5.92% |
$360K - $397K
|
165K
$6.12M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-19K- 18.49% |
$661K - $729K
|
83.8K
$3.11M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-31.7K- 10.41% |
$1.1M - $1.22M
|
273K
$10.1M
|