Orion Portfolio Solutions, LLC First Tr Exchange Traded Fd Iv Transaction History

Orion Portfolio Solutions, LLC

$9.43 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 13, 2020	SELL	$35.99 - $42.19 $35,990 - $42,190	-1,000 Closed	0 $0
Q2 2020 Aug 19, 2020	BUY	$27.47 - $35.87 $27,470 - $35,870	1,000 New	1,000 $35,000

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

$6.65 Million
0.0% of portfolio
Coppell Advisory Solutions Corp. Coppell, TX

121K
Shares

$4.59 Million
0.78% of portfolio
International Assets Investment Management, LLC Orlando, FL

106K
Shares

$4.02 Million
0.01% of portfolio
Morgan Stanley New York, NY

97.2K
Shares

$3.69 Million
0.0% of portfolio
Elequin Capital LP New York, NY

81.4K
Shares

$3.09 Million
2.13% of portfolio

About FIRST TR EXCHANGE TRADED FD IV

Ticker FCVT
Sector ETFs
Industry ETFs

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