Institutional shares held 1.73 Million
0 calls
0 puts
Total value of holdings $76.8M
$0 calls
$0 puts
# of Institutions 64


Latest Institutional Activity in FCVT

Top Purchases

Q3 2025
Synergy Asset Management, LLC Shares Held: 11.4K ($507K)
Q3 2025
Coastal Investment Advisors, Inc. Shares Held: 7.26K ($323K)
Q3 2025
Ethos Financial Group, LLC Shares Held: 4.94K ($220K)
Q3 2025
D.A. Davidson & Co. Shares Held: 25.9K ($1.15M)
Q3 2025
Cottonwood Capital Advisors, LLC Shares Held: 7.89K ($350K)

Top Sells

Q3 2025
Concurrent Investment Advisors, LLC Shares Held: 164K ($7.28M)
Q3 2025
Cwm, LLC Shares Held: 29.6K ($1.31M)
Q3 2025
Milestones Private Investment Advisors LLC Shares Held: 30.2K ($1.34M)
Q3 2025
American Financial Advisors, LLC Shares Held: 8.86K ($394K)
Q3 2025
N.E.W. Advisory Services LLC Shares Held: 89 ($3.95K)

About FCVT

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