Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
178KNew |
$7.35M - $9.57M
|
178K
$6.77M
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
178KNew |
$7.35M - $9.57M
|
178K
$6.77M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
117K+ 287.76% |
$4.83M - $6.29M
|
157K
$6M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
104K+ 29.12% |
$4.29M - $5.59M
|
460K
$17.5M
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
99.6KNew |
$4.12M - $5.37M
|
99.6K
$3.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
79.7K+ 151.4% |
$3.3M - $4.29M
|
132K
$5.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Win Advisors, Inc
|
BUY
|
- |
69.2KNew |
$2.86M - $3.73M
|
69.2K
$2.64M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
51.4K+ 55.3% |
$2.13M - $2.77M
|
144K
$5.51M
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
51.4K+ 55.3% |
$2.13M - $2.77M
|
144K
$5.51M
|
|
|
Feb 18, 2022
Q4 2021
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
26.3KNew |
$1.09M - $1.42M
|
26.3K
$1M
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
12.4KNew |
$514K - $670K
|
12.4K
$474K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
12.1KNew |
$501K - $652K
|
12.1K
$461K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
11.5K+ 8.49% |
$475K - $619K
|
147K
$5.59M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.6K+ 7.24% |
$438K - $571K
|
157K
$5.98M
|
|
|
Jan 28, 2022
Q4 2021
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
9KNew |
$372K - $485K
|
9K
$343K
|
|
|
Jan 27, 2022
Q4 2021
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
8.46K+ 30.75% |
$350K - $456K
|
36K
$1.37M
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
8.42KNew |
$348K - $454K
|
8.42K
$321K
|
|
|
Feb 15, 2022
Q4 2021
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
8KNew |
$331K - $431K
|
8K
$305K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.96K+ 2.29% |
$247K - $321K
|
267K
$10.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
5.01KNew |
$207K - $270K
|
5.01K
$191K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
3.74K+ 6.78% |
$154K - $201K
|
58.8K
$2.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.98KNew |
$123K - $161K
|
2.98K
$114K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.74K+ 14.8% |
$113K - $147K
|
21.2K
$809K
|
|
|
Feb 02, 2022
Q4 2021
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
2.46K+ 34.45% |
$102K - $132K
|
9.59K
$365K
|
|
|
May 04, 2022
Q4 2021
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
2.46KNew |
$102K - $132K
|
2.46K
$93.6K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.45K+ 1.23% |
$101K - $132K
|
202K
$7.71M
|
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.97K+ 42.37% |
$81.6K - $106K
|
6.63K
$253K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.75K+ 15.7% |
$72.2K - $94K
|
12.9K
$490K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.69K+ 23.05% |
$69.9K - $91.1K
|
9.02K
$344K
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.45K+ 21.93% |
$60K - $78.1K
|
8.06K
$307K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.41K+ 4.05% |
$58.2K - $75.8K
|
36.1K
$1.38M
|
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1.32K+ 37.04% |
$54.6K - $71.2K
|
4.89K
$186K
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.26K+ 3.23% |
$52.3K - $68.1K
|
40.4K
$1.54M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.16KNew |
$47.9K - $62.4K
|
1.16K
$44.1K
|
|
|
Feb 01, 2022
Q4 2021
|
Avestar Capital, LLC
|
BUY
|
- |
872+ 14.68% |
$36.1K - $47K
|
6.81K
$260K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
700New |
$29K - $37.7K
|
700
$26.7K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
700+ 33.1% |
$29K - $37.7K
|
2.82K
$107K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
594+ 7.1% |
$24.6K - $32K
|
8.97K
$342K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
324+ 0.88% |
$13.4K - $17.5K
|
37.1K
$1.41M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
249+ 0.5% |
$10.3K - $13.4K
|
49.6K
$1.89M
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
223+ 29.65% |
$9.22K - $12K
|
975
$37.2K
|
|
|
Feb 02, 2022
Q4 2021
|
Concentrum Wealth Management
|
BUY
|
- |
156+ 0.87% |
$6.45K - $8.41K
|
18.1K
$690K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
150New |
$6.2K - $8.08K
|
150
$5.72K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
108+ 0.77% |
$4.47K - $5.82K
|
14.2K
$542K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
104+ 1.41% |
$4.3K - $5.6K
|
7.47K
$285K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
59+ 0.72% |
$2.44K - $3.18K
|
8.2K
$312K
|
|
|
Feb 14, 2022
Q4 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
15+ 0.28% |
$620 - $808
|
5.34K
$204K
|
|
|
Jan 24, 2022
Q4 2021
|
Sky Oak Wealth, LLC
|
BUY
|
- |
11+ 0.08% |
$455 - $593
|
14K
$535K
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-20- 0.41% |
$827 - $1.08K
|
4.84K
$184K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-36- 12.5% |
$1.49K - $1.94K
|
252
$9.6K
|