Foresight Capital Management Advisors, Inc. First Tr Exchange Traded Fd Iv Transaction History

Foresight Capital Management Advisors, Inc.

$167 Million
Q2 2025

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 11, 2022	SELL	$31.24 - $39.02 $8,278 - $10,340	-265 Closed	0 $0
Q1 2022 May 05, 2022	SELL	$35.7 - $41.46 $78,218 - $90,838	-2,191 Reduced 89.21%	265 $10,000
Q4 2021 May 04, 2022	BUY	$41.36 - $53.89 $101,580 - $132,353	2,456 New	2,456 $102,000

Others Institutions Holding FCVT

# of Institutions

Shares Held

1.82M

Call Options Held

Put Options Held

Concurrent Investment Advisors, LLC Tampa, FL

304K
Shares

$12 Million
0.23% of portfolio
Raymond James Financial Inc St. Petersburg, FL

273K
Shares

$10.8 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

165K
Shares

$6.49 Million
0.0% of portfolio
Ameritas Advisory Services, LLC Lincoln, NE

143K
Shares

$5.64 Million
0.3% of portfolio
Coppell Advisory Solutions Corp. Coppell, TX

121K
Shares

$4.77 Million
0.78% of portfolio

View Full List

About FIRST TR EXCHANGE TRADED FD IV

Ticker FCVT
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