Equitable Holdings, Inc. First Tr Exchange Traded Fd Iv Transaction History

Equitable Holdings, Inc.

$10.1 Billion
Q4 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 12, 2024	BUY	$29.38 - $33.47 $22,123 - $25,202	753 Added 7.66%	10,581 $352,000
Q3 2023 Nov 14, 2023	BUY	$30.85 - $33.38 $303,193 - $328,058	9,828 New	9,828 $305,000
Q2 2022 Aug 15, 2022	SELL	$31.24 - $39.02 $23,367 - $29,186	-748 Reduced 7.73%	8,929 $282,000
Q1 2022 May 13, 2022	BUY	$35.7 - $41.46 $23,383 - $27,156	655 Added 7.26%	9,677 $375,000
Q4 2021 Feb 11, 2022	BUY	$41.36 - $53.89 $69,898 - $91,074	1,690 Added 23.05%	9,022 $374,000
Q3 2021 Nov 12, 2021	BUY	$49.18 - $52.26 $74,310 - $78,964	1,511 Added 25.96%	7,332 $372,000
Q2 2021 Aug 11, 2021	BUY	$47.78 - $52.62 $278,127 - $306,301	5,821 New	5,821 $300,000

Others Institutions Holding FCVT

# of Institutions

54

Shares Held

1.58M

Call Options Held

0

Put Options Held

0

Raymond James Financial Inc St. Petersburg, FL

305K
Shares

$10.7 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

175K
Shares

$6.14 Million
0.0% of portfolio
Concurrent Investment Advisors, LLC Tampa, FL

149K
Shares

$5.23 Million
0.15% of portfolio
Coppell Advisory Solutions Corp. Coppell, TX

121K
Shares

$4.24 Million
0.78% of portfolio
Morgan Stanley New York, NY

103K
Shares

$3.6 Million
0.0% of portfolio

About FIRST TR EXCHANGE TRADED FD IV

Ticker FCVT
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