Purchases and Sales Made in Q1 2023 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 2023. 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 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
77.5KNew |
$2.4M - $2.58M
|
77.5K
$2.89M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
62.2K+ 390.16% |
$1.93M - $2.07M
|
78.1K
$2.91M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
7.61KNew |
$236K - $253K
|
7.61K
$283K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.92K+ 8.8% |
$152K - $164K
|
60.8K
$2.26M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
2.86K+ 107.0% |
$88.6K - $95.1K
|
5.53K
$206K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
846+ 6.08% |
$26.2K - $28.1K
|
14.8K
$550K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
653+ 59.2% |
$20.2K - $21.7K
|
1.76K
$65.4K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
503+ 3.06% |
$15.6K - $16.7K
|
16.9K
$631K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
484+ 3025.0% |
$15K - $16.1K
|
500
$18.6K
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
200New |
$6.2K - $6.65K
|
200
$7.45K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
96+ 18.08% |
$2.97K - $3.19K
|
627
$23.3K
|
|
|
May 05, 2023
Q1 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
91+ 0.63% |
$2.82K - $3.03K
|
14.4K
$537K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-150- 28.52% |
$4.65K - $4.99K
|
376
$14K
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-195- 2.32% |
$6.04K - $6.49K
|
8.23K
$306K
|
|
|
May 03, 2023
Q1 2023
|
Concentrum Wealth Management
|
SELL
|
- |
-322- 2.0% |
$9.98K - $10.7K
|
15.8K
$588K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-448- 60.3% |
$13.9K - $14.9K
|
295
$11K
|
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-470- 3.35% |
$14.6K - $15.6K
|
13.6K
$506K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-484- 96.8% |
$15K - $16.1K
|
16
$596
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-631- 1.43% |
$19.5K - $21K
|
43.5K
$1.62M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-791- 10.41% |
$24.5K - $26.3K
|
6.81K
$253K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-843- 9.72% |
$26.1K - $28K
|
7.83K
$292K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-853- 6.39% |
$26.4K - $28.4K
|
12.5K
$465K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-940- 60.14% |
$29.1K - $31.3K
|
623
$23.2K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-1.24K- 15.68% |
$38.4K - $41.3K
|
6.67K
$248K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.1K- 80.77% |
$65.1K - $69.9K
|
500
$18.6K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.26K- 80.32% |
$69.9K - $75.1K
|
553
$20.6K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.63K- 28.57% |
$81.3K - $87.3K
|
6.56K
$244K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-3.14K- 29.11% |
$97.2K - $104K
|
7.64K
$284K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.72K- 35.37% |
$115K - $124K
|
6.8K
$253K
|
|
|
Apr 18, 2023
Q1 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-3.77K- 5.5% |
$117K - $125K
|
64.7K
$2.41M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.47K- 13.02% |
$138K - $149K
|
29.9K
$1.11M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-7.42K- 41.41% |
$230K - $247K
|
10.5K
$391K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.19K- 7.18% |
$254K - $273K
|
106K
$3.94M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.83K- 57.76% |
$305K - $327K
|
7.19K
$268K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-20.2K- 17.29% |
$626K - $672K
|
96.7K
$3.6M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-26.6K- 16.65% |
$824K - $885K
|
133K
$4.96M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-35.6K- 29.42% |
$1.1M - $1.18M
|
85.4K
$3.18M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-43.8K- 10.02% |
$1.36M - $1.46M
|
393K
$14.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-64.7K- 61.82% |
$2M - $2.15M
|
39.9K
$1.49M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-82.8K- 28.51% |
$2.56M - $2.75M
|
208K
$7.73M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-115K- 60.42% |
$3.55M - $3.81M
|
75.1K
$2.8M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-435K- 74.05% |
$13.5M - $14.5M
|
153K
$5.68M
|