Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
121KNew |
$3.92M - $4.14M
|
121K
$4.51M
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
74.2KNew |
$2.4M - $2.54M
|
74.2K
$2.76M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
33.1KNew |
$1.07M - $1.13M
|
33.1K
$1.23M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.91KNew |
$127K - $134K
|
3.91K
$145K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2.5K+ 11.43% |
$81.1K - $85.6K
|
24.4K
$909K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.17K+ 7.55% |
$70.2K - $74.1K
|
30.9K
$1.15M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.13K+ 3.08% |
$68.9K - $72.7K
|
71.1K
$2.65M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
243+ 31.44% |
$7.87K - $8.31K
|
1.02K
$37.8K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
224New |
$7.26K - $7.66K
|
224
$8.34K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
37+ 0.58% |
$1.2K - $1.27K
|
6.4K
$238K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-11- 26.83% |
$356 - $376
|
30
$1.12K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-143- 1.03% |
$4.63K - $4.89K
|
13.7K
$511K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-190- 14.54% |
$6.16K - $6.5K
|
1.12K
$41.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-323- 2.63% |
$10.5K - $11K
|
12K
$446K
|
|
|
May 06, 2024
Q1 2024
|
Concentrum Wealth Management
|
SELL
|
- |
-437- 2.85% |
$14.2K - $14.9K
|
14.9K
$555K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-474- 64.75% |
$15.4K - $16.2K
|
258
$9.61K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-493- 68.66% |
$16K - $16.9K
|
225
$8.38K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-583- 3.7% |
$18.9K - $19.9K
|
15.2K
$565K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-691- 2.12% |
$22.4K - $23.6K
|
31.9K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-798- 65.09% |
$25.9K - $27.3K
|
428
$15.9K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-1.01K- 30.38% |
$32.7K - $34.5K
|
2.32K
$86.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.06K- 5.05% |
$34.4K - $36.3K
|
20K
$744K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.37K- 0.91% |
$44.4K - $46.8K
|
150K
$5.57M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.25K- 3.37% |
$72.9K - $76.9K
|
64.5K
$2.4M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.46K- 2.35% |
$79.6K - $84K
|
102K
$3.8M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.46K- 2.35% |
$79.6K - $84K
|
102K
$3.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.56K- 34.56% |
$82.8K - $87.4K
|
4.84K
$180K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.65K- 4.74% |
$85.8K - $90.5K
|
53.2K
$1.98M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.14K- 15.61% |
$166K - $176K
|
27.8K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.32K- 44.87% |
$172K - $182K
|
6.54K
$244K
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-6.46K- 21.74% |
$209K - $221K
|
23.3K
$866K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-16.1K- 18.45% |
$521K - $550K
|
71.1K
$2.65M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-16.3K- 39.23% |
$528K - $557K
|
25.3K
$940K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-17.3K- 14.52% |
$562K - $593K
|
102K
$3.8M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-72.2K- 91.05% |
$2.34M - $2.47M
|
7.09K
$264K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-355K- 79.89% |
$11.5M - $12.1M
|
89.4K
$3.33M
|