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 $36.7 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
6,397
shares
|
$216,410
0.0% of portfolio
|
Q1 2024
Added 0.58%
|
|
Prospera Financial Services Inc
|
Feb 14, 2024 Q4 2023 |
6,137
shares
|
$207,614
0.01% of portfolio
|
Q4 2023
Reduced 8.38%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Apr 29, 2024 Q1 2024 |
4,838
shares
|
$163,669
0.0% of portfolio
|
Q1 2024
Reduced 34.56%
|
|
Continuum Advisory, LLC
Eagle, ID |
May 10, 2024 Q1 2024 |
3,906
shares
|
$132,139
0.02% of portfolio
|
Q1 2024
New holding
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 15, 2024 Q1 2024 |
2,315
shares
|
$78,316
0.03% of portfolio
|
Q1 2024
Reduced 30.38%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
1,117
shares
|
$37,788
0.0% of portfolio
|
Q1 2024
Reduced 14.54%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
1,016
shares
|
$34,371
0.0% of portfolio
|
Q1 2024
Added 31.44%
|
|
Harbor Investment Advisory, LLC
|
Apr 12, 2024 Q1 2024 |
850
shares
|
$28,755
0.0% of portfolio
|
Q3 2023
Reduced 15.0%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2024 Q1 2024 |
428
shares
|
$14,479
0.0% of portfolio
|
Q1 2024
Reduced 65.09%
|
|
Blair William & CO
Chicago, IL |
May 09, 2024 Q1 2024 |
295
shares
|
$9,979
0.0% of portfolio
|
Q1 2023
Reduced 60.3%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 05, 2024 Q1 2024 |
258
shares
|
$8,728
0.0% of portfolio
|
Q1 2024
Reduced 64.75%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
225
shares
|
$7,611
0.0% of portfolio
|
Q1 2024
Reduced 68.66%
|
|
Assetmark, Inc
|
May 06, 2024 Q1 2024 |
224
shares
|
$7,577
0.0% of portfolio
|
Q1 2024
New holding
|
|
Caitlin John, LLC
Brighton, MI |
Feb 14, 2024 Q4 2023 |
108
shares
|
$3,653
0.0% of portfolio
|
Q4 2023
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
41
shares
|
$1,387
0.0% of portfolio
|
Q3 2023
Reduced 31.67%
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Jun 21, 2024 Q1 2024 |
21
shares
|
$710
0.0% of portfolio
|
Q4 2023
New holding
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
1
shares
|
$33
0.0% of portfolio
|
Q3 2023
Reduced 99.9%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|