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 |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
10,947
shares
|
$386,319
0.05% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
10,476
shares
|
$369,698
0.0% of portfolio
|
Q1 2025
Added 73.47%
|
|
|
American Financial Advisors, LLC
|
May 01, 2025 Q1 2025 |
10,314
shares
|
$363,981
0.05% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
9,211
shares
|
$325,056
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
8,000
shares
|
$282,320
0.18% of portfolio
|
Q4 2021
New holding
|
|
|
Cottonwood Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
7,978
shares
|
$281,543
0.22% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
7,495
shares
|
$264,498
0.0% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Apr 23, 2025 Q1 2025 |
6,915
shares
|
$244,030
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Everett Harris & CO
|
May 12, 2025 Q1 2025 |
6,585
shares
|
$232,384
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
6,159
shares
|
$217,351
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
4,731
shares
|
$166,956
0.0% of portfolio
|
Q2 2024
Reduced 2.21%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
2,753
shares
|
$97,153
0.01% of portfolio
|
Q1 2025
Reduced 28.81%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
1,858
shares
|
$65,568
0.04% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,700
shares
|
$59,993
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
850
shares
|
$29,996
0.0% of portfolio
|
Q3 2023
Reduced 15.0%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
652
shares
|
$23,009
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
650
shares
|
$22,938
0.0% of portfolio
|
Q1 2025
Added 25.0%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
399
shares
|
$14,080
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
332
shares
|
$11,716
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
323
shares
|
$11,398
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
295
shares
|
$10,410
0.0% of portfolio
|
Q1 2023
Reduced 60.3%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
263
shares
|
$9,281
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
209
shares
|
$7,375
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
148
shares
|
$5,222
0.0% of portfolio
|
Q1 2025
Added 40.95%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
112
shares
|
$3,952
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|