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 |
---|---|---|---|---|---|---|---|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
33.1KNew |
$1.07M - $1.13M
|
33.1K
$1.12M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.65K- 4.74% |
$85.8K - $90.5K
|
53.2K
$1.8M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-583- 3.7% |
$18.9K - $19.9K
|
15.2K
$513K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-798- 65.09% |
$25.9K - $27.3K
|
428
$14.5K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.46K- 2.35% |
$79.6K - $84K
|
102K
$3.45M
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-1.01K- 30.38% |
$32.7K - $34.5K
|
2.32K
$78.3K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-16.1K- 18.45% |
$521K - $550K
|
71.1K
$2.4M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-355K- 79.89% |
$11.5M - $12.1M
|
89.4K
$3.02M
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
121KNew |
$3.92M - $4.14M
|
121K
$4.09M
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-16.3K- 39.23% |
$528K - $557K
|
25.3K
$854K
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
74.2KNew |
$2.4M - $2.54M
|
74.2K
$2.51M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.32K- 44.87% |
$172K - $182K
|
6.54K
$221K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.17K+ 7.55% |
$70.2K - $74.1K
|
30.9K
$1.05M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-493- 68.66% |
$16K - $16.9K
|
225
$7.61K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
37+ 0.58% |
$1.2K - $1.27K
|
6.4K
$216K
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2.5K+ 11.43% |
$81.1K - $85.6K
|
24.4K
$826K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-72.2K- 91.05% |
$2.34M - $2.47M
|
7.09K
$240K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
243+ 31.44% |
$7.87K - $8.31K
|
1.02K
$34.4K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.14K- 15.61% |
$166K - $176K
|
27.8K
$939K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.91KNew |
$127K - $134K
|
3.91K
$132K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.37K- 0.91% |
$44.4K - $46.8K
|
150K
$5.06M
|
|
May 06, 2024
Q1 2024
|
Concentrum Wealth Management
|
SELL
|
- |
-437- 2.85% |
$14.2K - $14.9K
|
14.9K
$505K
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
224New |
$7.26K - $7.66K
|
224
$7.58K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.56K- 34.56% |
$82.8K - $87.4K
|
4.84K
$164K
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-323- 2.63% |
$10.5K - $11K
|
12K
$405K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.06K- 5.05% |
$34.4K - $36.3K
|
20K
$676K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.25K- 3.37% |
$72.9K - $76.9K
|
64.5K
$2.18M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-691- 2.12% |
$22.4K - $23.6K
|
31.9K
$1.08M
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-6.46K- 21.74% |
$209K - $221K
|
23.3K
$787K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-143- 1.03% |
$4.63K - $4.89K
|
13.7K
$464K
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-474- 64.75% |
$15.4K - $16.2K
|
258
$8.73K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-190- 14.54% |
$6.16K - $6.5K
|
1.12K
$37.8K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
41.4KNew |
$1.22M - $1.39M
|
41.4K
$1.4M
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
108New |
$3.17K - $3.61K
|
108
$3.65K
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-561- 8.38% |
$16.5K - $18.8K
|
6.14K
$208K
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.95KNew |
$263K - $300K
|
8.95K
$303K
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-1.47K- 17.8% |
$43.3K - $49.3K
|
6.81K
$230K
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
753+ 7.66% |
$22.1K - $25.2K
|
10.6K
$358K
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
21New |
$617 - $703
|
21
$710
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.7KNew |
$109K - $124K
|
3.7K
$125K
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
27.9KNew |
$819K - $933K
|
27.9K
$943K
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
107New |
$3.14K - $3.58K
|
107
$3.62K
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
86.7KNew |
$2.55M - $2.9M
|
86.7K
$2.93M
|
|
Jan 24, 2024
Q4 2023
|
Retireful, LLC
|
BUY
|
- |
89.2KNew |
$2.62M - $2.99M
|
89.2K
$3.02M
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-450- 3.51% |
$13.2K - $15.1K
|
12.4K
$418K
|
|
Q3 2023 | |||||||
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
300New |
$9.26K - $10K
|
300
$10.1K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-19- 31.67% |
$586 - $634
|
41
$1.39K
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-28.8K- 40.34% |
$890K - $963K
|
42.6K
$1.44M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.25K+ 54.13% |
$224K - $242K
|
20.6K
$698K
|