Silver Oak Securities, Inc First Tr Exchange Traded Fd Iv Transaction History

Silver Oak Securities, Inc

$1.14 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	$31.24 - $39.02 $1.89 Million - $2.36 Million	-60,501 Closed	0 $0
Q1 2022 May 10, 2022	BUY	$35.7 - $41.46 $2.16 Million - $2.51 Million	60,501 New	60,501 $2.28 Million

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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