Proactive Wealth Strategies LLC First Tr Exchange Traded Fd Iv Call Options Transaction History

Proactive Wealth Strategies LLC

$188 Million
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FCVT

# of Institutions

62

Shares Held

1.8M

Call Options Held

0

Put Options Held

0

Concurrent Investment Advisors, LLC Tampa, FL

304K
Shares

$12 Million
0.23% of portfolio
Raymond James Financial Inc St. Petersburg, FL

273K
Shares

$10.8 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

165K
Shares

$6.5 Million
0.0% of portfolio
Ameritas Advisory Services, LLC Lincoln, NE

143K
Shares

$5.64 Million
0.3% of portfolio
Coppell Advisory Solutions Corp. Coppell, TX

121K
Shares

$4.78 Million
0.78% of portfolio

About FIRST TR EXCHANGE TRADED FD IV

Ticker FCVT
Sector ETFs
Industry ETFs

More about FCVT

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