Patriot Financial Group Insurance Agency, LLC First Tr Exchange Traded Fd Iv Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2018 Aug 14, 2018	SELL	$28.78 - $30.81 $111,522 - $119,388	-3,875 Closed	0 $0
Q1 2018 May 14, 2018	BUY	$27.93 - $30.33 $4,692 - $5,095	168 Added 4.53%	3,875 $112,000
Q3 2017 Oct 26, 2017	BUY	$28.14 - $28.66 $10,468 - $10,661	372 Added 11.15%	3,707 $107,000
Q2 2017 Aug 08, 2017	BUY	N/A	3,335	3,335 $93,000

Others Institutions Holding FCVT

# of Institutions

Shares Held

1.21M

Call Options Held

Put Options Held

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

View Full List

About FIRST TR EXCHANGE TRADED FD IV

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