Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
305KNew |
$10.8M - $11.8M
|
305K
$10.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
92.3KNew |
$3.26M - $3.56M
|
92.3K
$3.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
69.7K+ 87.62% |
$2.46M - $2.69M
|
149K
$5.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
42.2K+ 2899.24% |
$1.49M - $1.63M
|
43.6K
$1.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
22.3KNew |
$787K - $859K
|
22.3K
$786K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
20.5KNew |
$724K - $790K
|
20.5K
$723K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.4K+ 37.83% |
$403K - $440K
|
41.5K
$1.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.64KNew |
$270K - $295K
|
7.64K
$270K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
7.28KNew |
$257K - $281K
|
7.28K
$257K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.76KNew |
$203K - $222K
|
5.76K
$203K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.59K+ 5.75% |
$198K - $216K
|
103K
$3.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4.72KNew |
$167K - $182K
|
4.72K
$167K
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
1.84KNew |
$65K - $70.9K
|
1.84K
$64.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
862+ 5.4% |
$30.5K - $33.3K
|
16.8K
$594K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
652New |
$23K - $25.2K
|
652
$23K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
520New |
$18.4K - $20.1K
|
520
$18.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
332New |
$11.7K - $12.8K
|
332
$11.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
272+ 7.57% |
$9.62K - $10.5K
|
3.87K
$137K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
209New |
$7.39K - $8.06K
|
209
$7.38K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
194+ 0.31% |
$6.86K - $7.48K
|
61.8K
$2.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
156+ 2.09% |
$5.51K - $6.02K
|
7.63K
$270K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
29New |
$1.03K - $1.12K
|
29
$1.02K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1New |
$35.4 - $38.6
|
1
$35.3
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-152- 0.6% |
$5.37K - $5.86K
|
25.3K
$895K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-206- 2.46% |
$7.28K - $7.95K
|
8.17K
$288K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-273- 0.16% |
$9.65K - $10.5K
|
175K
$6.19M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-367- 3.39% |
$13K - $14.2K
|
10.5K
$370K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-509- 1.09% |
$18K - $19.6K
|
46.2K
$1.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-669- 4.49% |
$23.6K - $25.8K
|
14.2K
$503K
|
|
|
Feb 13, 2025
Q4 2024
|
Concentrum Wealth Management
|
SELL
|
- |
-702- 4.75% |
$24.8K - $27.1K
|
14.1K
$497K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-733- 1.68% |
$25.9K - $28.3K
|
42.8K
$1.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-792- 11.59% |
$28K - $30.6K
|
6.04K
$213K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-854- 12.96% |
$30.2K - $32.9K
|
5.73K
$202K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.06K- 5.52% |
$37.5K - $40.9K
|
18.1K
$641K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-5.04K- 97.96% |
$178K - $195K
|
105
$3.71K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-11K- 47.94% |
$387K - $423K
|
11.9K
$420K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-56.6K- 69.5% |
$2M - $2.18M
|
24.8K
$877K
|