Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
104K+ 3977.75% |
$3.38M - $3.69M
|
106K
$4.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
63.4K+ 351.81% |
$2.07M - $2.26M
|
81.4K
$3.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
43.5KNew |
$1.42M - $1.55M
|
43.5K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.87K+ 163.79% |
$322K - $352K
|
15.9K
$606K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
6.59KNew |
$215K - $235K
|
6.59K
$251K
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
5.75KNew |
$188K - $205K
|
5.75K
$219K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.48K+ 16.83% |
$114K - $124K
|
24.2K
$921K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
2.05K+ 66.31% |
$67.1K - $73.3K
|
5.15K
$196K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.2K+ 8.76% |
$39.2K - $42.8K
|
14.9K
$568K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
279+ 1.47% |
$9.11K - $9.96K
|
19.2K
$732K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
111+ 1.51% |
$3.63K - $3.96K
|
7.48K
$285K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
66+ 0.42% |
$2.16K - $2.36K
|
16K
$608K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
64+ 0.59% |
$2.09K - $2.28K
|
11K
$419K
|
|
|
Nov 13, 2024
Q3 2024
|
Concentrum Wealth Management
|
BUY
|
- |
3+ 0.02% |
$98 - $107
|
14.8K
$563K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 0.39% |
$32.7 - $35.7
|
260
$9.91K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$32.7 - $35.7
|
1
$38.1
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1- -0.0% |
$32.7 - $35.7
|
22.5K
$859K
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-62- 0.53% |
$2.02K - $2.21K
|
11.6K
$441K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-116- 0.38% |
$3.79K - $4.14K
|
30.6K
$1.17M
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-172- 1.56% |
$5.62K - $6.14K
|
10.8K
$413K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-223- 3.16% |
$7.28K - $7.96K
|
6.83K
$260K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-294- 7.56% |
$9.6K - $10.5K
|
3.6K
$137K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.2K- 6.82% |
$71.9K - $78.6K
|
30.1K
$1.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.35K- 8.43% |
$76.6K - $83.7K
|
25.5K
$971K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.72K- 5.51% |
$88.9K - $97.2K
|
46.7K
$1.78M
|
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-3.48K- 29.38% |
$114K - $124K
|
8.37K
$319K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.36K- 10.68% |
$240K - $263K
|
61.6K
$2.35M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-12.1K- 6.47% |
$396K - $433K
|
175K
$6.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-22.2K- 18.6% |
$726K - $793K
|
97.2K
$3.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-27.9K- 54.96% |
$911K - $996K
|
22.9K
$871K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-37.1K- 40.04% |
$1.21M - $1.33M
|
55.6K
$2.12M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-54.4K- 97.39% |
$1.78M - $1.94M
|
1.46K
$55.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-77.5K- 49.34% |
$2.53M - $2.77M
|
79.6K
$3.03M
|