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

Principle Wealth Partners LLC

$1.56 Billion
Q3 2025

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

66

Shares Held

1.43M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

188K
Shares

$7.93 Million
0.0% of portfolio
Concurrent Investment Advisors, LLC Tampa, FL

164K
Shares

$6.93 Million
0.12% of portfolio
Coppell Advisory Solutions Corp. Coppell, TX

121K
Shares

$5.12 Million
0.78% of portfolio
Jane Street Group, LLC New York, NY

90.8K
Shares

$3.84 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

89.5K
Shares

$3.79 Million
0.0% of portfolio

About FIRST TR EXCHANGE TRADED FD IV

Ticker FCVT
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