Td Private Client Wealth LLC First Tr Exchange Traded Fd Iv Transaction History

Td Private Client Wealth LLC

$3.18 Trillion
Q2 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 16, 2024	SELL	$30.98 - $32.66 $236,594 - $249,424	-7,637 Closed	0 $0
Q1 2023 Aug 16, 2024	SELL	$30.98 - $33.27 $97,153 - $104,334	-3,136 Reduced 29.11%	7,637 $244 Million
Q4 2022 Aug 16, 2024	BUY	$30.71 - $33.0 $216,720 - $232,881	7,057 Added 189.91%	10,773 $341 Million
Q3 2022 Aug 16, 2024	BUY	$31.15 - $34.83 $115,753 - $129,428	3,716 New	3,716 $116 Million
Q2 2022 Aug 16, 2024	SELL	$31.24 - $39.02 $603,244 - $753,476	-19,310 Closed	0 $0
Q1 2022 Aug 16, 2024	SELL	$35.7 - $41.46 $2.87 Million - $3.33 Million	-80,335 Reduced 80.62%	19,310 $748 Million
Q4 2021 Aug 16, 2024	BUY	$41.36 - $53.89 $4.12 Million - $5.37 Million	99,645 New	99,645 $4.13 Billion

Others Institutions Holding FCVT

# of Institutions

46

Shares Held

1.25M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

188K
Shares

$6.63 Million
0.0% of portfolio
Concurrent Investment Advisors, LLC Tampa, FL

157K
Shares

$5.55 Million
0.17% of portfolio
Coppell Advisory Solutions Corp. Coppell, TX

121K
Shares

$4.28 Million
0.78% of portfolio
Morgan Stanley New York, NY

119K
Shares

$4.22 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

92.7K
Shares

$3.28 Million
0.0% of portfolio

About FIRST TR EXCHANGE TRADED FD IV

Ticker FCVT
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