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

Principle Wealth Partners LLC

$1.33 Billion
Q3 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

45

Shares Held

1.21M

Call Options Held

0

Put Options Held

0

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

About FIRST TR EXCHANGE TRADED FD IV

Ticker FCVT
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