Institutional Ownership First Tr Exchange Traded Fd Iv (FCVT)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Iv (FCVT). We have compiled data on the 53 institutions that hold shares in the stock, with a total of 1.58 Million shares, which have been reported (via 13F filing form) to have a value of $58.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
304,766
shares
|
$11.3 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
175,117
shares
|
$6.52 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
149,275
shares
|
$5.56 Million
0.15% of portfolio
|
Q4 2024
Added 87.62%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
121,042
shares
|
$4.51 Million
0.78% of portfolio
|
Q1 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
102,788
shares
|
$3.83 Million
0.0% of portfolio
|
Q4 2024
Added 5.75%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
92,271
shares
|
$3.44 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
61,787
shares
|
$2.3 Million
0.0% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
55,600
shares
|
$2.07 Million
0.0% of portfolio
|
Q3 2024
Reduced 40.04%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
46,197
shares
|
$1.72 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
43,639
shares
|
$1.63 Million
0.01% of portfolio
|
Q4 2024
Added 2899.24%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Jan 31, 2025 Q4 2024 |
42,794
shares
|
$1.59 Million
0.82% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
41,515
shares
|
$1.55 Million
0.0% of portfolio
|
Q4 2024
Added 37.83%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
30,623
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
25,334
shares
|
$943,438
0.0% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Elequin Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
24,833
shares
|
$924,780
0.11% of portfolio
|
Q4 2024
Reduced 69.5%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
22,546
shares
|
$839,613
0.33% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
22,254
shares
|
$828,738
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
20,481
shares
|
$762,712
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
18,145
shares
|
$675,719
0.0% of portfolio
|
Q4 2024
Reduced 5.52%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
16,820
shares
|
$626,376
0.0% of portfolio
|
Q4 2024
Added 5.4%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
14,236
shares
|
$530,148
0.01% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Concentrum Wealth Management
|
Feb 13, 2025 Q4 2024 |
14,069
shares
|
$523,929
0.18% of portfolio
|
Q4 2024
Reduced 4.75%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
13,396
shares
|
$498,867
0.02% of portfolio
|
Q3 2022
Reduced 28.19%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
11,902
shares
|
$443,230
0.0% of portfolio
|
Q4 2024
Reduced 47.94%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
11,574
shares
|
$431,015
0.09% of portfolio
|
Q3 2024
Reduced 0.53%
|