Brio Consultants, LLC First Tr Exchange Traded Fd Iv Transaction History

Brio Consultants, LLC

$262 Million
Q1 2025

A detailed history of Brio Consultants, LLC transactions in First Tr Exchange Traded Fd Iv stock. As of the latest transaction made, Brio Consultants, LLC holds 13,440 shares of FCVT stock, worth $474,297. This represents 0.18% of its overall portfolio holdings.

Number of Shares

13,440

Holding current value

$474,297

% of portfolio

0.18%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 07, 2025	BUY	$34.79 - $38.36 $467,577 - $515,558	13,440 New	13,440 $469,000

Others Institutions Holding FCVT

# of Institutions

Shares Held

1.53M

Call Options Held

Put Options Held

Raymond James Financial Inc St. Petersburg, FL

273K
Shares

$9.64 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

165K
Shares

$5.81 Million
0.0% of portfolio
Concurrent Investment Advisors, LLC Tampa, FL

156K
Shares

$5.51 Million
0.13% of portfolio
Coppell Advisory Solutions Corp. Coppell, TX

121K
Shares

$4.27 Million
0.78% of portfolio
Morgan Stanley New York, NY

83.8K
Shares

$2.96 Million
0.0% of portfolio

View Full List

About FIRST TR EXCHANGE TRADED FD IV

Ticker FCVT
Sector ETFs
Industry ETFs

More about FCVT

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Brio Consultants, LLC First Tr Exchange Traded Fd Iv Transaction History