Institutional shares held 1.13 Million
0 calls
0 puts
Total value of holdings $42.8M
$0 calls
$0 puts
# of Institutions 47


Latest Institutional Activity in FCVT

Top Purchases

Q4 2024
D.A. Davidson & Co. Shares Held: 20.5K ($774K)
Q4 2024
Coastal Investment Advisors, Inc. Shares Held: 7.28K ($275K)
Q4 2024
Synergy Asset Management, LLC Shares Held: 4.72K ($178K)
Q4 2024
Geneos Wealth Management Inc. Shares Held: 520 ($19.6K)
Q4 2024
Global Retirement Partners, LLC Shares Held: 332 ($12.5K)

Top Sells

Q4 2024
Proactive Wealth Strategies LLC Shares Held: 42.8K ($1.62M)
Q4 2024
Stratos Wealth Partners, Ltd. Shares Held: 14.2K ($538K)
Q4 2024
American Financial Advisors, LLC Shares Held: 10.5K ($395K)
Q4 2024
Cottonwood Capital Advisors, LLC Shares Held: 8.17K ($308K)
Q3 2024
Concurrent Investment Advisors, LLC Shares Held: 79.6K ($3.01M)

About FCVT

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