Purchases and Sales Made in Q1 2021 in First Tr Exchange Traded Fd Iv (FCVT)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Iv (FCVT) during Q1 2021. The information is specifically focused on institutions that hold shares of FIRST TR EXCHANGE TRADED FD IV.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 12, 2021
Q1 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
145KNew |
$7.06M - $8.07M
|
145K
$5.18M
|
|
Apr 28, 2021
Q1 2021
|
Csenge Advisory Group
|
BUY
|
- |
76K+ 60.06% |
$3.69M - $4.22M
|
202K
$7.22M
|
|
Apr 27, 2021
Q1 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
42.6KNew |
$2.07M - $2.37M
|
42.6K
$1.52M
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
37.8KNew |
$1.84M - $2.1M
|
37.8K
$1.35M
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.5K+ 7.72% |
$1.04M - $1.19M
|
299K
$10.7M
|
|
Jan 27, 2023
Q1 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
16.6K+ 11.87% |
$809K - $924K
|
157K
$5.59M
|
|
May 17, 2021
Q1 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
16.6K+ 11.87% |
$809K - $924K
|
157K
$5.59M
|
|
Apr 08, 2021
Q1 2021
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
14.3K+ 90.32% |
$695K - $794K
|
30.1K
$1.07M
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.7K+ 33.57% |
$665K - $759K
|
54.4K
$1.94M
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.17K+ 6.31% |
$397K - $454K
|
138K
$4.91M
|
|
May 14, 2021
Q1 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.13K+ 36.04% |
$346K - $396K
|
26.9K
$959K
|
|
May 28, 2021
Q1 2021
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
6K+ 88.13% |
$292K - $333K
|
12.8K
$457K
|
|
Apr 09, 2021
Q1 2021
|
First Hawaiian Bank
|
BUY
|
- |
6KNew |
$292K - $333K
|
6K
$214K
|
|
May 10, 2021
Q1 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.46KNew |
$265K - $303K
|
5.46K
$195K
|
|
May 13, 2021
Q1 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.22K+ 22.11% |
$108K - $123K
|
12.3K
$438K
|
|
Apr 29, 2021
Q1 2021
|
Concentrum Wealth Management
|
BUY
|
- |
1.9K+ 10.57% |
$92.2K - $105K
|
19.8K
$707K
|
|
May 17, 2021
Q1 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.7K+ 20.86% |
$82.7K - $94.4K
|
9.85K
$351K
|
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.08KNew |
$52.4K - $59.8K
|
1.08K
$38.4K
|
|
Apr 22, 2021
Q1 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
626+ 39.47% |
$30.4K - $34.8K
|
2.21K
$78.9K
|
|
May 06, 2021
Q1 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
559+ 7.18% |
$27.2K - $31K
|
8.34K
$297K
|
|
Apr 22, 2021
Q1 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
443+ 10.05% |
$21.5K - $24.6K
|
4.85K
$173K
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
310New |
$15.1K - $17.2K
|
310
$11.1K
|
|
Aug 10, 2021
Q1 2021
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
254+ 0.85% |
$12.4K - $14.1K
|
30.1K
$1.07M
|
|
Apr 09, 2021
Q1 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
230+ 5.22% |
$11.2K - $12.8K
|
4.63K
$165K
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
187New |
$9.09K - $10.4K
|
187
$6.67K
|
|
May 17, 2021
Q1 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
98New |
$4.77K - $5.44K
|
98
$3.49K
|
|
May 06, 2021
Q1 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
80+ 1.79% |
$3.89K - $4.44K
|
4.56K
$163K
|
|
May 14, 2021
Q1 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
25New |
$1.22K - $1.39K
|
25
$891
|
|
Apr 27, 2021
Q1 2021
|
Cwm, LLC
|
BUY
|
- |
15+ 0.01% |
$729 - $833
|
135K
$4.82M
|
|
May 14, 2021
Q1 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
11+ 0.21% |
$535 - $611
|
5.32K
$190K
|
|
Apr 26, 2021
Q1 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
3+ 0.07% |
$146 - $167
|
4.16K
$148K
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
SELL
|
- |
-11Closed |
$535 - $611
|
0
$0
|
|
Sep 15, 2021
Q1 2021
|
Cwm, LLC
|
SELL
|
- |
-15- 0.01% |
$729 - $833
|
135K
$4.82M
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-40Closed |
$1.95K - $2.22K
|
0
$0
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-70- 3.0% |
$3.4K - $3.89K
|
2.27K
$80.8K
|
|
Apr 28, 2021
Q1 2021
|
Us Bancorp \De\
|
SELL
|
- |
-165- 1.79% |
$8.02K - $9.16K
|
9.08K
$324K
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-178- 6.27% |
$8.66K - $9.88K
|
2.66K
$94.8K
|
|
Apr 29, 2021
Q1 2021
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-200- 1.4% |
$9.73K - $11.1K
|
14K
$500K
|
|
May 07, 2021
Q1 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-224Closed |
$10.9K - $12.4K
|
0
$0
|
|
Apr 21, 2021
Q1 2021
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-267- 4.04% |
$13K - $14.8K
|
6.34K
$226K
|
|
May 14, 2021
Q1 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-367- 1.11% |
$17.8K - $20.4K
|
32.7K
$1.17M
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-410- 8.91% |
$19.9K - $22.8K
|
4.19K
$149K
|
|
Apr 27, 2021
Q1 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-430- 1.95% |
$20.9K - $23.9K
|
21.6K
$771K
|
|
May 10, 2021
Q1 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-497- 5.57% |
$24.2K - $27.6K
|
8.42K
$300K
|
|
May 17, 2021
Q1 2021
|
Truist Financial Corp
|
SELL
|
- |
-522- 8.41% |
$25.4K - $29K
|
5.68K
$203K
|
|
May 17, 2021
Q1 2021
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.03K- 18.29% |
$49.9K - $57K
|
4.59K
$164K
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
SELL
|
- |
-1.18K- 76.16% |
$57.3K - $65.5K
|
369
$13.2K
|
|
May 14, 2021
Q1 2021
|
Stephens Inc
|
SELL
|
- |
-1.19K- 11.98% |
$58.1K - $66.3K
|
8.78K
$313K
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.36K- 3.81% |
$66.1K - $75.5K
|
34.3K
$1.22M
|