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 60 institutions that hold shares in the stock, with a total of 1.83 Million shares, which have been reported (via 13F filing form) to have a value of $73.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
304,201
shares
|
$12.2 Million
0.23% of portfolio
|
Q2 2025
Added 94.68%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
169,336
shares
|
$6.8 Million
0.0% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
156,878
shares
|
$6.3 Million
0.01% of portfolio
|
Q2 2025
Added 619.52%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
143,088
shares
|
$5.74 Million
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
133,299
shares
|
$5.35 Million
0.0% of portfolio
|
Q2 2025
Added 645.69%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
121,042
shares
|
$4.86 Million
0.78% of portfolio
|
Q1 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
86,688
shares
|
$3.48 Million
0.0% of portfolio
|
Q2 2025
Reduced 68.25%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
79,788
shares
|
$3.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.77%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
58,779
shares
|
$2.36 Million
0.0% of portfolio
|
Q2 2025
Reduced 16.86%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
55,600
shares
|
$2.23 Million
0.0% of portfolio
|
Q3 2024
Reduced 40.04%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Aug 13, 2025 Q2 2025 |
42,750
shares
|
$1.72 Million
0.78% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
39,181
shares
|
$1.57 Million
0.01% of portfolio
|
Q2 2025
Added 41.91%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
38,781
shares
|
$1.56 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.77%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
34,986
shares
|
$1.4 Million
0.0% of portfolio
|
Q2 2025
Reduced 16.18%
|
|
|
Elequin Capital LP
New York, NY |
Aug 11, 2025 Q2 2025 |
32,059
shares
|
$1.29 Million
0.99% of portfolio
|
Q2 2025
Reduced 52.85%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
30,623
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
30,506
shares
|
$1.22 Million
0.0% of portfolio
|
Q2 2025
Reduced 30.65%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
27,621
shares
|
$1.11 Million
0.0% of portfolio
|
Q2 2025
Added 199.87%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
24,314
shares
|
$976,207
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
22,546
shares
|
$905,221
0.3% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
22,254
shares
|
$893,498
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
14,770
shares
|
$593,015
0.01% of portfolio
|
Q2 2025
Reduced 4.43%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
14,519
shares
|
$582,937
0.0% of portfolio
|
Q2 2025
Reduced 63.78%
|
|
|
Concentrum Wealth Management
|
May 07, 2025 Q1 2025 |
13,440
shares
|
$539,616
0.17% of portfolio
|
Q1 2025
Reduced 4.47%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
13,429
shares
|
$539,174
0.01% of portfolio
|
Q2 2025
Reduced 0.57%
|