Iht Wealth Management, LLC First Tr Exchange Traded Fd Iv Transaction History

Iht Wealth Management, LLC

$3.06 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Aug 13, 2018	SELL	$28.78 - $30.81 $1.37 Million - $1.47 Million	-47,634 Closed	0 $0
Q1 2018 May 15, 2018	BUY	$27.93 - $30.33 $1.33 Million - $1.44 Million	47,634 New	47,634 $1.37 Million

Others Institutions Holding FCVT

# of Institutions

59

Shares Held

1.53M

Call Options Held

0

Put Options Held

0

Raymond James Financial Inc St. Petersburg, FL

273K
Shares

$10.3 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

165K
Shares

$6.19 Million
0.0% of portfolio
Concurrent Investment Advisors, LLC Tampa, FL

156K
Shares

$5.88 Million
0.13% of portfolio
Coppell Advisory Solutions Corp. Coppell, TX

121K
Shares

$4.55 Million
0.78% of portfolio
Morgan Stanley New York, NY

83.8K
Shares

$3.15 Million
0.0% of portfolio

About FIRST TR EXCHANGE TRADED FD IV

Ticker FCVT
Sector ETFs
Industry ETFs

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