United Capital Financial Advisers, LLC First Tr Exchange Traded Fd Iv Transaction History

United Capital Financial Advisers, LLC

$11.5 Billion
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 15, 2021	SELL	$49.18 - $52.26 $248,703 - $264,278	-5,057 Closed	0 $0
Q2 2021 Aug 13, 2021	SELL	$47.78 - $52.62 $120,787 - $133,023	-2,528 Reduced 33.33%	5,057 $261,000
Q4 2020 Feb 17, 2021	SELL	$40.35 - $49.37 $14,041 - $17,180	-348 Reduced 4.39%	7,585 $371,000
Q3 2020 Nov 13, 2020	SELL	$35.99 - $42.19 $175,271 - $205,465	-4,870 Reduced 38.04%	7,933 $320,000
Q2 2020 Aug 13, 2020	SELL	$27.47 - $35.87 $22,030 - $28,767	-802 Reduced 5.89%	12,803 $454,000
Q1 2020 May 15, 2020	BUY	$24.93 - $35.6 $1,346 - $1,922	54 Added 0.4%	13,605 $389,000
Q4 2019 Feb 14, 2020	BUY	$30.67 - $33.49 $181,290 - $197,959	5,911 Added 77.37%	13,551 $448,000
Q3 2019 Feb 14, 2020	BUY	$30.85 - $32.22 $235,694 - $246,160	7,640 New	7,640 $238,000

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

$6.45 Million
0.0% of portfolio
Concurrent Investment Advisors, LLC Tampa, FL

157K
Shares

$5.4 Million
0.17% of portfolio
Coppell Advisory Solutions Corp. Coppell, TX

121K
Shares

$4.16 Million
0.78% of portfolio
Morgan Stanley New York, NY

119K
Shares

$4.1 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

92.7K
Shares

$3.19 Million
0.0% of portfolio

About FIRST TR EXCHANGE TRADED FD IV

Ticker FCVT
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