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 46 institutions that hold shares in the stock, with a total of 1.25 Million shares, which have been reported (via 13F filing form) to have a value of $44.1 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
187,527
shares
|
$6.63 Million
0.0% of portfolio
|
Q2 2024
Added 25.34%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 30, 2024 Q2 2024 |
157,041
shares
|
$5.55 Million
0.17% of portfolio
|
Q2 2024
New holding
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
121,042
shares
|
$4.28 Million
0.78% of portfolio
|
Q1 2024
New holding
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
119,413
shares
|
$4.22 Million
0.0% of portfolio
|
Q1 2024
Reduced 2.35%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
92,731
shares
|
$3.28 Million
0.0% of portfolio
|
Q2 2024
Added 43.71%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
68,955
shares
|
$2.44 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.99%
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
55,810
shares
|
$1.97 Million
0.01% of portfolio
|
Q2 2024
Added 4896.42%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
50,755
shares
|
$1.79 Million
0.0% of portfolio
|
Q2 2024
Reduced 43.24%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
49,429
shares
|
$1.75 Million
0.0% of portfolio
|
Q2 2024
Reduced 7.1%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
32,323
shares
|
$1.14 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.39%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
30,739
shares
|
$1.09 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.67%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
27,831
shares
|
$983,825
0.0% of portfolio
|
Q2 2024
Added 0.27%
|
|
Tidemark, LLC
San Diego, CA |
Aug 12, 2024 Q2 2024 |
22,547
shares
|
$797,036
0.35% of portfolio
|
Q2 2024
Reduced 7.61%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
20,686
shares
|
$731,250
0.0% of portfolio
|
Q2 2024
New holding
|
|
D.A. Davidson & Co.
|
Jul 31, 2024 Q2 2024 |
20,486
shares
|
$724,180
0.01% of portfolio
|
Q2 2024
New holding
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
18,927
shares
|
$669,069
0.0% of portfolio
|
Q2 2024
Reduced 5.27%
|
|
Elequin Capital LP
New York, NY |
Aug 12, 2024 Q2 2024 |
18,021
shares
|
$637,042
1.13% of portfolio
|
Q2 2024
New holding
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
15,892
shares
|
$561,782
0.0% of portfolio
|
Q2 2024
Added 4.73%
|
|
Concentrum Wealth Management
|
Aug 13, 2024 Q2 2024 |
14,768
shares
|
$522,048
0.21% of portfolio
|
Q2 2024
Reduced 0.98%
|
|
Stratos Wealth Partners, Ltd.
|
Jul 24, 2024 Q2 2024 |
13,705
shares
|
$484,471
0.01% of portfolio
|
Q2 2024
Reduced 0.12%
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
13,396
shares
|
$473,548
0.02% of portfolio
|
Q3 2022
Reduced 28.19%
|
|
Cottonwood Capital Advisors, LLC
|
Jul 16, 2024 Q2 2024 |
11,853
shares
|
$419,003
0.33% of portfolio
|
Q2 2024
Reduced 1.06%
|
|
Sky Oak Wealth, LLC
|
Aug 12, 2024 Q2 2024 |
11,636
shares
|
$411,332
0.09% of portfolio
|
Q2 2024
Reduced 5.9%
|
|
American Financial Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
11,002
shares
|
$388,920
0.05% of portfolio
|
Q2 2024
Reduced 52.68%
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
10,933
shares
|
$386,481
0.06% of portfolio
|
Q2 2024
Reduced 73.62%
|