Trilogy Capital Inc. First Tr Exchange Traded Fd Iv Transaction History

Trilogy Capital Inc.

$1.81 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 14, 2021	SELL	$47.78 - $52.62 $6.94 Million - $7.64 Million	-145,278 Closed	0 $0
Q1 2021 Apr 12, 2021	BUY	$48.63 - $55.53 $7.06 Million - $8.07 Million	145,278 New	145,278 $7.29 Million

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

$6.69 Million
0.0% of portfolio
Concurrent Investment Advisors, LLC Tampa, FL

157K
Shares

$5.6 Million
0.17% of portfolio
Coppell Advisory Solutions Corp. Coppell, TX

121K
Shares

$4.32 Million
0.78% of portfolio
Morgan Stanley New York, NY

119K
Shares

$4.26 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

92.7K
Shares

$3.31 Million
0.0% of portfolio

About FIRST TR EXCHANGE TRADED FD IV

Ticker FCVT
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