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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.95KNew |
$263K - $300K
|
8.95K
$339K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
108New |
$3.17K - $3.61K
|
108
$4.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-1.47K- 17.8% |
$43.3K - $49.3K
|
6.81K
$258K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
21New |
$617 - $703
|
21
$796
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
753+ 7.66% |
$22.1K - $25.2K
|
10.6K
$401K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.7KNew |
$109K - $124K
|
3.7K
$140K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
27.9KNew |
$819K - $933K
|
27.9K
$1.06M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
107New |
$3.14K - $3.58K
|
107
$4.06K
|
|
|
Jan 24, 2024
Q4 2023
|
Retireful, LLC
|
BUY
|
- |
89.2KNew |
$2.62M - $2.99M
|
89.2K
$3.38M
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
300New |
$9.26K - $10K
|
300
$11.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
505New |
$15.6K - $16.9K
|
505
$19.1K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-150- 15.0% |
$4.63K - $5.01K
|
850
$32.2K
|
|
| Q2 2023 | |||||||
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-7.64KClosed |
$237K - $249K
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-841- 10.74% |
$26.1K - $27.5K
|
6.99K
$265K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
55.1KNew |
$1.71M - $1.8M
|
55.1K
$2.09M
|
|
| Q1 2023 | |||||||
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
484+ 3025.0% |
$15K - $16.1K
|
500
$19K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-1.24K- 15.68% |
$38.4K - $41.3K
|
6.67K
$253K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.26K- 80.32% |
$69.9K - $75.1K
|
553
$21K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.1K- 80.77% |
$65.1K - $69.9K
|
500
$19K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-448- 60.3% |
$13.9K - $14.9K
|
295
$11.2K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.63K- 28.57% |
$81.3K - $87.3K
|
6.56K
$249K
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
200New |
$6.2K - $6.65K
|
200
$7.58K
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-195- 2.32% |
$6.04K - $6.49K
|
8.23K
$312K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.92K+ 8.8% |
$152K - $164K
|
60.8K
$2.31M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-940- 60.14% |
$29.1K - $31.3K
|
623
$23.6K
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
77.5KNew |
$2.4M - $2.58M
|
77.5K
$2.94M
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
303+ 0.39% |
$9.31K - $10K
|
77.3K
$2.93M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.1KNew |
$33.7K - $36.2K
|
1.1K
$41.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.26KNew |
$38.7K - $41.5K
|
1.26K
$47.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13KNew |
$399K - $429K
|
13K
$493K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
42.7KNew |
$1.31M - $1.41M
|
42.7K
$1.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
40.8KNew |
$1.25M - $1.34M
|
40.8K
$1.55M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
996New |
$30.6K - $32.9K
|
996
$37.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
150New |
$4.61K - $4.95K
|
150
$5.69K
|
|
|
Feb 07, 2023
Q4 2022
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
23.1KNew |
$709K - $762K
|
23.1K
$875K
|
|
|
Jan 27, 2023
Q4 2022
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-652- 9.12% |
$20K - $21.5K
|
6.5K
$246K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
6.59KNew |
$202K - $218K
|
6.59K
$250K
|
|
| Q3 2022 | |||||||
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.7KNew |
$490K - $548K
|
15.7K
$597K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
120New |
$3.74K - $4.18K
|
120
$4.55K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
1.38KNew |
$43K - $48.1K
|
1.38K
$52.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
94New |
$2.93K - $3.27K
|
94
$3.56K
|
|
|
Nov 14, 2022
Q3 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
223+ 3.09% |
$6.95K - $7.77K
|
7.45K
$283K
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-500- 6.71% |
$15.6K - $17.4K
|
6.95K
$264K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
14.7KNew |
$459K - $513K
|
14.7K
$559K
|
|
|
Nov 10, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
9.02KNew |
$281K - $314K
|
9.02K
$342K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-5.26K- 28.19% |
$164K - $183K
|
13.4K
$508K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
56New |
$1.74K - $1.95K
|
56
$2.12K
|
|
|
Oct 19, 2022
Q3 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
32.6K+ 352.94% |
$1.02M - $1.14M
|
41.9K
$1.59M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
4+ 0.06% |
$125 - $139
|
6.81K
$258K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
73.1K+ 575.45% |
$2.28M - $2.85M
|
85.8K
$3.26M
|
|