Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
148K+ 94.68% |
$4.81M - $5.74M
|
304K
$13.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
143KNew |
$4.65M - $5.55M
|
143K
$6.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
135K+ 619.52% |
$4.39M - $5.24M
|
157K
$6.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
115K+ 645.69% |
$3.75M - $4.48M
|
133K
$5.92M
|
|
|
Sep 11, 2025
Q2 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
32.1KNew |
$1.04M - $1.25M
|
32.1K
$1.43M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
24.3KNew |
$790K - $944K
|
24.3K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.4K+ 199.87% |
$599K - $714K
|
27.6K
$1.23M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.3KNew |
$401K - $479K
|
12.3K
$548K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.6K+ 41.91% |
$376K - $449K
|
39.2K
$1.74M
|
|
|
Aug 19, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
10.8KNew |
$353K - $421K
|
10.8K
$482K
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
5.62KNew |
$183K - $218K
|
5.62K
$250K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.46KNew |
$178K - $212K
|
5.46K
$243K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.58K+ 2.78% |
$149K - $178K
|
169K
$7.52M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.56K+ 1371.99% |
$148K - $177K
|
4.89K
$217K
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2.12K+ 34.34% |
$68.8K - $82.1K
|
8.27K
$368K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.5K+ 5172.41% |
$48.8K - $58.2K
|
1.53K
$67.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
229New |
$7.44K - $8.89K
|
229
$10.2K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
200+ 44.44% |
$6.5K - $7.76K
|
650
$28.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
183+ 2.65% |
$5.95K - $7.1K
|
7.1K
$315K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
142New |
$4.62K - $5.51K
|
142
$6.31K
|
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
135+ 0.32% |
$4.39K - $5.24K
|
42.8K
$1.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
91New |
$2.96K - $3.53K
|
91
$4.04K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10+ 0.13% |
$325 - $388
|
7.51K
$333K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2+ 0.76% |
$65 - $77.6
|
265
$11.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1- 5.26% |
$32.5 - $38.8
|
18
$800
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-38- 0.33% |
$1.24K - $1.47K
|
11.5K
$512K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-77- 0.57% |
$2.5K - $2.99K
|
13.4K
$597K
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-167- 2.09% |
$5.43K - $6.48K
|
7.81K
$347K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-261- 65.41% |
$8.49K - $10.1K
|
138
$6.13K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-685- 4.43% |
$22.3K - $26.6K
|
14.8K
$656K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.2K- 11.62% |
$38.9K - $46.5K
|
9.12K
$405K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4K- 4.77% |
$130K - $155K
|
79.8K
$3.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.68K- 10.77% |
$152K - $182K
|
38.8K
$1.72M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-6.75K- 16.18% |
$219K - $262K
|
35K
$1.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.9K- 16.86% |
$387K - $462K
|
58.8K
$2.61M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-13.5K- 30.65% |
$438K - $523K
|
30.5K
$1.36M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-25.6K- 63.78% |
$831K - $992K
|
14.5K
$645K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-35.9K- 52.85% |
$1.17M - $1.39M
|
32.1K
$1.42M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-141K- 90.02% |
$4.59M - $5.48M
|
15.6K
$695K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-186K- 68.25% |
$6.06M - $7.23M
|
86.7K
$3.85M
|