Principle Wealth Partners LLC First Tr Exchange Traded Fd Iv Transaction History

Principle Wealth Partners LLC

$1.35 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 11, 2022	SELL	$41.36 - $53.89 $200,844 - $261,689	-4,856 Closed	0 $0
Q3 2021 Nov 16, 2021	BUY	$49.18 - $52.26 $238,818 - $253,774	4,856 New	4,856 $247,000

Others Institutions Holding FCVT

# of Institutions

56

Shares Held

1.58M

Call Options Held

0

Put Options Held

0

Raymond James Financial Inc St. Petersburg, FL

305K
Shares

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

175K
Shares

$5.93 Million
0.0% of portfolio
Concurrent Investment Advisors, LLC Tampa, FL

149K
Shares

$5.06 Million
0.15% of portfolio
Coppell Advisory Solutions Corp. Coppell, TX

121K
Shares

$4.1 Million
0.78% of portfolio
Morgan Stanley New York, NY

103K
Shares

$3.48 Million
0.0% of portfolio

About FIRST TR EXCHANGE TRADED FD IV

Ticker FCVT
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