Paul Damon & Associates, Inc. First Tr Exchange Traded Fd Iv Transaction History

Paul Damon & Associates, Inc.

$155 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 07, 2023	BUY	$30.71 - $33.0 $708,909 - $761,772	23,084 New	23,084 $732 Million

Others Institutions Holding FCVT

# of Institutions

44

Shares Held

1.11M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

175K
Shares

$6.39 Million
0.0% of portfolio
Coppell Advisory Solutions Corp. Coppell, TX

121K
Shares

$4.41 Million
0.78% of portfolio
Morgan Stanley New York, NY

97.2K
Shares

$3.54 Million
0.0% of portfolio
Elequin Capital LP New York, NY

81.4K
Shares

$2.97 Million
2.13% of portfolio
Concurrent Investment Advisors, LLC Tampa, FL

79.6K
Shares

$2.9 Million
0.08% of portfolio

About FIRST TR EXCHANGE TRADED FD IV

Ticker FCVT
Sector ETFs
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