Everett Harris & CO First Tr Exchange Traded Fd Iv Transaction History

Everett Harris & CO

$8 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 02, 2022	SELL	$41.36 - $53.89 $186,120 - $242,505	-4,500 Closed	0 $0
Q4 2020 Feb 04, 2021	BUY	$40.35 - $49.37 $181,575 - $222,165	4,500 New	4,500 $220,000

Others Institutions Holding FCVT

# of Institutions

45

Shares Held

1.21M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

175K
Shares

$6.68 Million
0.0% of portfolio
Coppell Advisory Solutions Corp. Coppell, TX

121K
Shares

$4.61 Million
0.78% of portfolio
International Assets Investment Management, LLC Orlando, FL

106K
Shares

$4.04 Million
0.01% of portfolio
Morgan Stanley New York, NY

97.2K
Shares

$3.7 Million
0.0% of portfolio
Elequin Capital LP New York, NY

81.4K
Shares

$3.1 Million
2.13% of portfolio

About FIRST TR EXCHANGE TRADED FD IV

Ticker FCVT
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