Capital Asset Advisory Services LLC First Tr Exchange Traded Fd Iv Transaction History

Capital Asset Advisory Services LLC

$1.94 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 13, 2021	SELL	$48.63 - $55.53 $1,945 - $2,221	-40 Closed	0 $0
Q4 2020 Mar 02, 2021	BUY	$40.35 - $49.37 $1,614 - $1,974	40 New	40 $2,000

Others Institutions Holding FCVT

# of Institutions

58

Shares Held

1.52M

Call Options Held

0

Put Options Held

0

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

103K
Shares

$3.63 Million
0.0% of portfolio

About FIRST TR EXCHANGE TRADED FD IV

Ticker FCVT
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