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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-254- 2.79% |
$9.77K - $10.9K
|
8.86K
$394K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-49- 35.51% |
$1.88K - $2.11K
|
89
$3.95K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-140K- 46.16% |
$5.4M - $6.05M
|
164K
$7.28M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
4.94KNew |
$190K - $213K
|
4.94K
$220K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
7.26KNew |
$279K - $313K
|
7.26K
$323K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.54K+ 6.35% |
$59.4K - $66.5K
|
25.9K
$1.15M
|
|
|
Oct 22, 2025
Q3 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
77+ 0.99% |
$2.96K - $3.32K
|
7.89K
$350K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18+ 0.33% |
$692 - $775
|
5.48K
$243K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
SELL
|
- |
-1.87K- 5.83% |
$72K - $80.7K
|
30.2K
$1.34M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
20+ 0.41% |
$769 - $862
|
4.91K
$218K
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
11.4KNew |
$439K - $492K
|
11.4K
$507K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-5.41K- 15.46% |
$208K - $233K
|
29.6K
$1.31M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.7% |
$38.5 - $43.1
|
143
$6.35K
|
|
| Q2 2025 | |||||||
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-141K- 90.02% |
$4.59M - $5.48M
|
15.6K
$695K
|
|
|
Aug 19, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
10.8KNew |
$353K - $421K
|
10.8K
$482K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
200+ 44.44% |
$6.5K - $7.76K
|
650
$28.9K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4K- 4.77% |
$130K - $155K
|
79.8K
$3.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.4K+ 199.87% |
$599K - $714K
|
27.6K
$1.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10+ 0.13% |
$325 - $388
|
7.51K
$333K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.68K- 10.77% |
$152K - $182K
|
38.8K
$1.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.9K- 16.86% |
$387K - $462K
|
58.8K
$2.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
115K+ 645.69% |
$3.75M - $4.48M
|
133K
$5.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.6K+ 41.91% |
$376K - $449K
|
39.2K
$1.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-186K- 68.25% |
$6.06M - $7.23M
|
86.7K
$3.85M
|
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
135+ 0.32% |
$4.39K - $5.24K
|
42.8K
$1.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
91New |
$2.96K - $3.53K
|
91
$4.04K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1- 5.26% |
$32.5 - $38.8
|
18
$800
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
5.62KNew |
$183K - $218K
|
5.62K
$250K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.58K+ 2.78% |
$149K - $178K
|
169K
$7.52M
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-35.9K- 52.85% |
$1.17M - $1.39M
|
32.1K
$1.42M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
229New |
$7.44K - $8.89K
|
229
$10.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-13.5K- 30.65% |
$438K - $523K
|
30.5K
$1.36M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-685- 4.43% |
$22.3K - $26.6K
|
14.8K
$656K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.3KNew |
$401K - $479K
|
12.3K
$548K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-25.6K- 63.78% |
$831K - $992K
|
14.5K
$645K
|
|
|
Jul 31, 2025
Q2 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
183+ 2.65% |
$5.95K - $7.1K
|
7.1K
$315K
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-38- 0.33% |
$1.24K - $1.47K
|
11.5K
$512K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-77- 0.57% |
$2.5K - $2.99K
|
13.4K
$597K
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2.12K+ 34.34% |
$68.8K - $82.1K
|
8.27K
$368K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
143KNew |
$4.65M - $5.55M
|
143K
$6.36M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.5K+ 5172.41% |
$48.8K - $58.2K
|
1.53K
$67.9K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2+ 0.76% |
$65 - $77.6
|
265
$11.8K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
20New |
$696 - $767
|
20
$888
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
43+ 40.95% |
$1.5K - $1.65K
|
148
$6.57K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.44K+ 73.47% |
$154K - $170K
|
10.5K
$465K
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
BUY
|
- |
6.59KNew |
$229K - $253K
|
6.59K
$293K
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
SELL
|
- |
-629- 4.47% |
$21.9K - $24.1K
|
13.4K
$597K
|
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
13.4KNew |
$468K - $516K
|
13.4K
$597K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
20+ 1.09% |
$696 - $767
|
1.86K
$82.5K
|
|