Purchases and Sales Made in Q2 2024 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 Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
157KNew |
$5.1M - $5.35M
|
157K
$6.98M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
54.7K+ 4896.42% |
$1.78M - $1.86M
|
55.8K
$2.48M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
37.9K+ 25.34% |
$1.23M - $1.29M
|
188K
$8.33M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
28.2K+ 43.71% |
$917K - $961K
|
92.7K
$4.12M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.7KNew |
$672K - $705K
|
20.7K
$919K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
20.5KNew |
$666K - $698K
|
20.5K
$910K
|
|
|
Aug 12, 2024
Q2 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
18KNew |
$586K - $614K
|
18K
$800K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.3K+ 16.98% |
$563K - $591K
|
119K
$5.3M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.3K+ 16.98% |
$563K - $591K
|
119K
$5.3M
|
|
|
May 14, 2025
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.6K+ 16.17% |
$540K - $566K
|
119K
$5.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.04K+ 594.29% |
$196K - $206K
|
7.05K
$313K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.03KNew |
$196K - $205K
|
6.03K
$268K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
2.87K+ 1276.0% |
$93.3K - $97.8K
|
3.1K
$138K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.6KNew |
$84.6K - $88.7K
|
2.6K
$116K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
2.52KNew |
$81.9K - $85.9K
|
2.52K
$112K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
1.7KNew |
$55.3K - $57.9K
|
1.7K
$75.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
970+ 15.16% |
$31.5K - $33K
|
7.37K
$327K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
718+ 4.73% |
$23.3K - $24.5K
|
15.9K
$706K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
323New |
$10.5K - $11K
|
323
$14.3K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
223+ 3.26% |
$7.25K - $7.6K
|
7.05K
$313K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
74+ 0.27% |
$2.41K - $2.52K
|
27.8K
$1.24M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 0.39% |
$32.5 - $34.1
|
259
$11.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$32.5 - $34.1
|
0
$0
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-16- 0.12% |
$520 - $545
|
13.7K
$609K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-17- 0.44% |
$553 - $579
|
3.89K
$173K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-28- 93.33% |
$910 - $954
|
2
$88.8
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-107- 2.21% |
$3.48K - $3.65K
|
4.73K
$210K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-112- 50.0% |
$3.64K - $3.82K
|
112
$4.98K
|
|
|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-127- 1.06% |
$4.13K - $4.33K
|
11.9K
$527K
|
|
|
Aug 13, 2024
Q2 2024
|
Concentrum Wealth Management
|
SELL
|
- |
-146- 0.98% |
$4.75K - $4.97K
|
14.8K
$656K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-420- 98.13% |
$13.7K - $14.3K
|
8
$355
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-437- 18.88% |
$14.2K - $14.9K
|
1.88K
$83.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-730- 5.9% |
$23.7K - $24.9K
|
11.6K
$517K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-790- 2.39% |
$25.7K - $26.9K
|
32.3K
$1.44M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.05K- 5.27% |
$34.2K - $35.8K
|
18.9K
$841K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.17K- 3.67% |
$38.1K - $39.9K
|
30.7K
$1.37M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1.86K- 7.61% |
$60.3K - $63.2K
|
22.5K
$1M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.13K- 2.99% |
$69.1K - $72.4K
|
69K
$3.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.78K- 7.1% |
$123K - $129K
|
49.4K
$2.2M
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-12.2K- 52.68% |
$398K - $417K
|
11K
$489K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-30.5K- 73.62% |
$992K - $1.04M
|
10.9K
$486K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-38.7K- 43.24% |
$1.26M - $1.32M
|
50.8K
$2.25M
|