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 43 institutions that hold shares in the stock, with a total of 1.08 Million shares, which have been reported (via 13F filing form) to have a value of $36.6 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
149,611
shares
|
$5.06 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.91%
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
121,042
shares
|
$4.09 Million
0.78% of portfolio
|
Q1 2024
New holding
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
102,077
shares
|
$3.45 Million
0.0% of portfolio
|
Q1 2024
Reduced 2.35%
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
89,417
shares
|
$3.02 Million
0.0% of portfolio
|
Q1 2024
Reduced 79.89%
|
|
Private Advisory Group LLC
Redmond, WA |
May 14, 2024 Q1 2024 |
74,186
shares
|
$2.51 Million
0.37% of portfolio
|
Q1 2024
New holding
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
71,080
shares
|
$2.4 Million
0.0% of portfolio
|
Q1 2024
Reduced 18.45%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
64,526
shares
|
$2.18 Million
0.0% of portfolio
|
Q1 2024
Reduced 3.37%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
53,206
shares
|
$1.8 Million
0.0% of portfolio
|
Q1 2024
Reduced 4.74%
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2024 Q4 2023 |
41,441
shares
|
$1.4 Million
0.28% of portfolio
|
Q4 2023
New holding
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
33,113
shares
|
$1.12 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
31,911
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2024
Reduced 2.12%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
27,757
shares
|
$938,186
0.0% of portfolio
|
Q1 2024
Reduced 15.61%
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2024 Q1 2024 |
25,250
shares
|
$853,449
0.01% of portfolio
|
Q1 2024
Reduced 39.23%
|
|
Tidemark, LLC
San Diego, CA |
May 13, 2024 Q1 2024 |
24,403
shares
|
$824,821
0.46% of portfolio
|
Q1 2024
Added 11.43%
|
|
American Financial Advisors, LLC
|
Apr 22, 2024 Q1 2024 |
23,251
shares
|
$785,883
0.11% of portfolio
|
Q1 2024
Reduced 21.74%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
19,979
shares
|
$675,290
0.0% of portfolio
|
Q1 2024
Reduced 5.05%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
15,174
shares
|
$512,881
0.0% of portfolio
|
Q1 2024
Reduced 3.7%
|
|
Concentrum Wealth Management
|
May 06, 2024 Q1 2024 |
14,914
shares
|
$504,093
0.23% of portfolio
|
Q1 2024
Reduced 2.85%
|
|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
13,721
shares
|
$463,769
0.01% of portfolio
|
Q1 2024
Reduced 1.03%
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
13,396
shares
|
$452,784
0.02% of portfolio
|
Q3 2022
Reduced 28.19%
|
|
Sky Oak Wealth, LLC
|
Apr 29, 2024 Q1 2024 |
12,366
shares
|
$417,970
0.1% of portfolio
|
Q4 2023
Reduced 3.51%
|
|
Cottonwood Capital Advisors, LLC
|
Apr 26, 2024 Q1 2024 |
11,980
shares
|
$404,923
0.33% of portfolio
|
Q1 2024
Reduced 2.63%
|
|
Icapital Wealth LLC
Walnut Creek, CA |
May 03, 2024 Q1 2024 |
8,000
shares
|
$270,400
0.16% of portfolio
|
Q4 2021
New holding
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
7,092
shares
|
$239,709
0.0% of portfolio
|
Q1 2024
Reduced 91.05%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
6,539
shares
|
$221,018
0.0% of portfolio
|
Q1 2024
Reduced 44.87%
|