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 59 institutions that hold shares in the stock, with a total of 1.53 Million shares, which have been reported (via 13F filing form) to have a value of $53.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
273,026
shares
|
$9.64 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.41%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
164,756
shares
|
$5.81 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.92%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
156,260
shares
|
$5.51 Million
0.13% of portfolio
|
Q1 2025
Added 4.68%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
121,042
shares
|
$4.27 Million
0.78% of portfolio
|
Q1 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
83,784
shares
|
$2.96 Million
0.0% of portfolio
|
Q1 2025
Reduced 18.49%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
70,695
shares
|
$2.49 Million
0.0% of portfolio
|
Q1 2025
Added 14.42%
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
67,999
shares
|
$2.4 Million
0.39% of portfolio
|
Q1 2025
Added 173.83%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
55,600
shares
|
$1.96 Million
0.0% of portfolio
|
Q3 2024
Reduced 40.04%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
43,987
shares
|
$1.55 Million
0.0% of portfolio
|
Q1 2025
Added 5.95%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
43,463
shares
|
$1.53 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.92%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Apr 23, 2025 Q1 2025 |
42,615
shares
|
$1.5 Million
0.79% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
41,737
shares
|
$1.47 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.36%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
40,088
shares
|
$1.41 Million
0.0% of portfolio
|
Q1 2025
Added 120.93%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
30,623
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
27,610
shares
|
$974,356
0.0% of portfolio
|
Q1 2025
Added 64.15%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
22,546
shares
|
$795,648
0.3% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
22,254
shares
|
$785,343
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
21,803
shares
|
$769,427
0.0% of portfolio
|
Q1 2025
Reduced 13.94%
|
|
|
Jane Street Group, LLC
New York, NY |
May 14, 2025 Q1 2025 |
17,876
shares
|
$630,844
0.0% of portfolio
|
Q1 2025
Added 50.19%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
15,455
shares
|
$545,406
0.01% of portfolio
|
Q1 2025
Added 102.21%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
13,506
shares
|
$476,626
0.01% of portfolio
|
Q1 2025
Reduced 5.13%
|
|
|
Brio Consultants, LLC
|
May 07, 2025 Q1 2025 |
13,440
shares
|
$474,297
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Concentrum Wealth Management
|
May 07, 2025 Q1 2025 |
13,440
shares
|
$474,297
0.17% of portfolio
|
Q1 2025
Reduced 4.47%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
13,396
shares
|
$472,744
0.02% of portfolio
|
Q3 2022
Reduced 28.19%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
11,574
shares
|
$408,446
0.09% of portfolio
|
Q3 2024
Reduced 0.53%
|