Latest Institutional Transactions on First Tr Exchange Traded Fd Iv (FCVT)
This table provides information on the latest institutional transactions involving First Tr Exchange Traded Fd Iv (FCVT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
142New |
$4.62K - $5.51K
|
142
$5.46K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.5K+ 5172.41% |
$48.8K - $58.2K
|
1.53K
$58.8K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.2K- 11.62% |
$38.9K - $46.5K
|
9.12K
$351K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2+ 0.76% |
$65 - $77.6
|
265
$10.2K
|
|
| Q1 2025 | |||||||
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-200- 30.77% |
$6.96K - $7.67K
|
450
$17.3K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.73K- 5.92% |
$95.1K - $105K
|
43.5K
$1.67M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-19K- 18.49% |
$661K - $729K
|
83.8K
$3.22M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.91K+ 14.42% |
$310K - $342K
|
70.7K
$2.72M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-50- 0.45% |
$1.74K - $1.92K
|
10.9K
$421K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.8K+ 64.15% |
$375K - $414K
|
27.6K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
20New |
$696 - $767
|
20
$769
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.21KNew |
$320K - $353K
|
9.21K
$354K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.97K+ 50.19% |
$208K - $229K
|
17.9K
$687K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.76KClosed |
$200K - $221K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-139- 1.82% |
$4.84K - $5.33K
|
7.5K
$288K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
43.2K+ 173.83% |
$1.5M - $1.66M
|
68K
$2.61M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
43+ 40.95% |
$1.5K - $1.65K
|
148
$5.69K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-31.7K- 10.41% |
$1.1M - $1.22M
|
273K
$10.5M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
19New |
$661 - $729
|
19
$731
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
BUY
|
- |
6.59KNew |
$229K - $253K
|
6.59K
$253K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.44K+ 73.47% |
$154K - $170K
|
10.5K
$403K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
20+ 1.09% |
$696 - $767
|
1.86K
$71.4K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
399New |
$13.9K - $15.3K
|
399
$15.3K
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
SELL
|
- |
-629- 4.47% |
$21.9K - $24.1K
|
13.4K
$517K
|
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
13.4KNew |
$468K - $516K
|
13.4K
$517K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10.4K- 5.92% |
$360K - $397K
|
165K
$6.33M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.47K+ 5.95% |
$86K - $94.8K
|
44K
$1.69M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.9K- 4.36% |
$66.2K - $73K
|
41.7K
$1.6M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-7.28K- 99.99% |
$253K - $279K
|
1
$38.5
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-730- 5.13% |
$25.4K - $28K
|
13.5K
$519K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
6.16KNew |
$214K - $236K
|
6.16K
$237K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.99K+ 4.68% |
$243K - $268K
|
156K
$6.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.81K+ 102.21% |
$272K - $300K
|
15.5K
$594K
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-187- 2.29% |
$6.51K - $7.17K
|
7.98K
$307K
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
6.92KNew |
$241K - $265K
|
6.92K
$266K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-179- 0.42% |
$6.23K - $6.87K
|
42.6K
$1.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.11K- 28.81% |
$38.8K - $42.7K
|
2.75K
$106K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21.9K+ 120.93% |
$763K - $842K
|
40.1K
$1.54M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
140K+ 644.1% |
$4.96M - $5.42M
|
162K
$6.24M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
209New |
$7.39K - $8.06K
|
209
$8.04K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-854- 12.96% |
$30.2K - $32.9K
|
5.73K
$220K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
652New |
$23K - $25.2K
|
652
$25.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
22.3KNew |
$787K - $859K
|
22.3K
$856K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
29New |
$1.03K - $1.12K
|
29
$1.12K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
92.3KNew |
$3.26M - $3.56M
|
92.3K
$3.55M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1New |
$35.4 - $38.6
|
1
$38.5
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
332New |
$11.7K - $12.8K
|
332
$12.8K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
20.5KNew |
$724K - $790K
|
20.5K
$787K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4.72KNew |
$167K - $182K
|
4.72K
$182K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.87K+ 163.79% |
$322K - $352K
|
15.9K
$611K
|
|