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 45 institutions that hold shares in the stock, with a total of 1.21 Million shares, which have been reported (via 13F filing form) to have a value of $44.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
175,390
shares
|
$6.53 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.47%
|
|
|
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
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
106,103
shares
|
$3.95 Million
0.01% of portfolio
|
Q3 2024
Added 3977.75%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
97,199
shares
|
$3.62 Million
0.0% of portfolio
|
Q3 2024
Reduced 18.6%
|
|
|
Elequin Capital LP
New York, NY |
Nov 14, 2024 Q3 2024 |
81,420
shares
|
$3.03 Million
2.13% of portfolio
|
Q3 2024
Added 351.81%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
79,562
shares
|
$2.96 Million
0.08% of portfolio
|
Q3 2024
Reduced 49.34%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
61,593
shares
|
$2.29 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.68%
|
|
|
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 |
Nov 14, 2024 Q3 2024 |
46,706
shares
|
$1.74 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.51%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 04, 2024 Q3 2024 |
43,527
shares
|
$1.62 Million
0.86% of portfolio
|
Q3 2024
New holding
|
|
|
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%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
30,120
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.82%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
25,486
shares
|
$949,098
0.0% of portfolio
|
Q3 2024
Reduced 8.43%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
24,168
shares
|
$900,016
0.0% of portfolio
|
Q3 2024
Added 16.83%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
22,862
shares
|
$851,380
0.0% of portfolio
|
Q3 2024
Reduced 54.96%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
22,546
shares
|
$839,613
0.34% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
19,206
shares
|
$715,231
0.0% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
15,958
shares
|
$594,275
0.0% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
15,901
shares
|
$592,153
0.0% of portfolio
|
Q3 2024
Added 163.79%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
14,905
shares
|
$555,062
0.01% of portfolio
|
Q3 2024
Added 8.76%
|
|
|
Concentrum Wealth Management
|
Nov 13, 2024 Q3 2024 |
14,771
shares
|
$550,072
0.21% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
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%
|
|
|
Sky Oak Wealth, LLC
|
Nov 04, 2024 Q3 2024 |
11,574
shares
|
$431,015
0.09% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
10,997
shares
|
$409,528
0.06% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
10,830
shares
|
$403,309
0.05% of portfolio
|
Q3 2024
Reduced 1.56%
|