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 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.7KNew |
$490K - $548K
|
15.7K
$600K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
120New |
$3.74K - $4.18K
|
120
$4.57K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
1.38KNew |
$43K - $48.1K
|
1.38K
$52.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
94New |
$2.93K - $3.27K
|
94
$3.58K
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-500- 6.71% |
$15.6K - $17.4K
|
6.95K
$265K
|
|
|
Nov 14, 2022
Q3 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
223+ 3.09% |
$6.95K - $7.77K
|
7.45K
$284K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-5.26K- 28.19% |
$164K - $183K
|
13.4K
$511K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
56New |
$1.74K - $1.95K
|
56
$2.13K
|
|
|
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
$260K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
73.1K+ 575.45% |
$2.28M - $2.85M
|
85.8K
$3.27M
|
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-60.5KClosed |
$1.89M - $2.36M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.84KClosed |
$307K - $384K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11KNew |
$342K - $427K
|
11K
$417K
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.52KNew |
$204K - $255K
|
6.52K
$249K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-105- 1.16% |
$3.28K - $4.1K
|
8.96K
$341K
|
|
|
Aug 11, 2022
Q2 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-3.7KClosed |
$116K - $144K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-36.2KClosed |
$1.13M - $1.41M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.3KClosed |
$166K - $207K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
600New |
$18.7K - $23.4K
|
600
$22.9K
|
|
|
Aug 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-5.44KClosed |
$170K - $212K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
78New |
$2.44K - $3.04K
|
78
$2.97K
|
|
|
Jul 28, 2022
Q2 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-7.87KClosed |
$246K - $307K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Stone X Group Inc.
|
BUY
|
- |
10.1KNew |
$315K - $394K
|
10.1K
$385K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-17.3KClosed |
$541K - $676K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
SELL
|
- |
-461K- 99.92% |
$14.4M - $18M
|
349
$13.3K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-841Closed |
$26.3K - $32.8K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-265Closed |
$8.28K - $10.3K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-12.5KClosed |
$445K - $517K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-12.1KClosed |
$432K - $502K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-4.84KClosed |
$173K - $201K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-700Closed |
$25K - $29K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-757- 34.22% |
$27K - $31.4K
|
1.46K
$55.5K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-12.9KClosed |
$459K - $533K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 15, 2022
Q4 2021
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
8KNew |
$331K - $431K
|
8K
$305K
|
|
|
Feb 11, 2022
Q4 2021
|
Principle Wealth Partners LLC
|
SELL
|
- |
-4.86KClosed |
$201K - $262K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-4.16KClosed |
$172K - $224K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-3.95KClosed |
$163K - $213K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.04KClosed |
$167K - $218K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-17.7KClosed |
$731K - $952K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Everett Harris & CO
|
SELL
|
- |
-4.5KClosed |
$186K - $243K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.81KClosed |
$199K - $259K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-9.83KClosed |
$407K - $530K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-15.8KClosed |
$654K - $853K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.06KClosed |
$249K - $264K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.82KClosed |
$89.3K - $94.9K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-6.28KClosed |
$309K - $328K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-31.3KClosed |
$1.54M - $1.64M
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-12.8KClosed |
$612K - $674K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-24.7KClosed |
$1.18M - $1.3M
|
0
$0
|
|