Ifp Advisors, Inc First Tr Exchange Traded Fd Iv Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 18, 2023	SELL	$30.98 - $33.27 $29,121 - $31,273	-940 Reduced 60.14%	623 $19,000
Q4 2022 Feb 07, 2023	BUY	$30.71 - $33.0 $19,163 - $20,592	624 Added 66.45%	1,563 $48,000
Q3 2022 Nov 08, 2022	BUY	$31.15 - $34.83 $62 - $69	2 Added 0.21%	939 $29,000
Q2 2022 Sep 06, 2022	BUY	$31.24 - $39.02 $29,271 - $36,561	937 New	937 $29,000
Q2 2022 Aug 12, 2022	SELL	$31.24 - $39.02 $29,271 - $36,561	-937 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$35.7 - $41.46 $33,450 - $38,848	937 New	937 $36,000
Q3 2021 Oct 06, 2021	SELL	$49.18 - $52.26 $0 - $0	0 Closed	0 $0
Q2 2021 Jul 13, 2021	BUY	$47.78 - $52.62 $0 - $0	0 New	0 $0
Q1 2021 Apr 30, 2021	BUY	$48.63 - $55.53 $0 - $0	0 New	0 $0
Q4 2020 Jan 25, 2021	BUY	$40.35 - $49.37 $0 - $0	0 New	0 $0
Q3 2020 Oct 29, 2020	BUY	$35.99 - $42.19 $0 - $0	0 New	0 $0
Q2 2020 Aug 05, 2020	BUY	$27.47 - $35.87 $0 - $0	0 New	0 $0
Q1 2020 May 12, 2020	BUY	$24.93 - $35.6 $0 - $0	0 New	0 $0
Q4 2019 Jan 17, 2020	SELL	$30.67 - $33.49 $47,201 - $51,541	-1,539 Closed	0 $0
Q3 2019 Nov 07, 2019	BUY	$30.85 - $32.22 $42,202 - $44,076	1,368 Added 800.0%	1,539 $47,000
Q1 2019 May 15, 2019	SELL	$27.07 - $30.84 $187,161 - $213,227	-6,914 Reduced 97.59%	171 $5,000
Q4 2018 Jan 23, 2019	SELL	$26.47 - $30.8 $184,125 - $214,244	-6,956 Reduced 49.54%	7,085 $194,000
Q3 2018 Oct 25, 2018	SELL	$29.67 - $31.05 $10,888 - $11,395	-367 Reduced 2.55%	14,041 $0
Q2 2018 Aug 07, 2018	BUY	$28.78 - $30.81 $290,188 - $310,657	10,083 Added 233.13%	14,408 $0
Q1 2018 Jun 03, 2019	SELL	$27.93 - $30.33 $181,265 - $196,841	-6,490 Reduced 60.01%	4,325 $124,000
Q1 2018 May 09, 2018	BUY	$27.93 - $30.33 $181,265 - $196,841	6,490 Added 150.06%	10,815 $0
Q4 2017 Jan 24, 2018	BUY	$28.47 - $29.49 $13,751 - $14,243	483 Added 12.57%	4,325 $0
Q3 2017 Oct 30, 2017	BUY	$28.14 - $28.66 $25,157 - $25,622	894 Added 30.33%	3,842 $110,000
Q2 2017 Jun 03, 2019	BUY	N/A	2,653 Added 899.32%	2,948 $82,000
Q4 2016 Jun 03, 2019	BUY	N/A	124 Added 72.51%	295 $8,000
Q1 2016 Jun 03, 2019	BUY	N/A	171	171 $5,000

Others Institutions Holding FCVT

# of Institutions

Shares Held

1.25M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

188K
Shares

$6.63 Million
0.0% of portfolio
Concurrent Investment Advisors, LLC Tampa, FL

157K
Shares

$5.55 Million
0.17% of portfolio
Coppell Advisory Solutions Corp. Coppell, TX

121K
Shares

$4.28 Million
0.78% of portfolio
Morgan Stanley New York, NY

119K
Shares

$4.22 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

92.7K
Shares

$3.28 Million
0.0% of portfolio

View Full List

About FIRST TR EXCHANGE TRADED FD IV

Ticker FCVT
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