Purchases and Sales Made in Q4 2022 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 2022. 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, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
412K+ 233.86% |
$12.6M - $13.6M
|
588K
$21.9M
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
76.6K+ 67.64% |
$2.35M - $2.53M
|
190K
$7.07M
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
42.7KNew |
$1.31M - $1.41M
|
42.7K
$1.59M
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
40.8KNew |
$1.25M - $1.34M
|
40.8K
$1.52M
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
32.8K+ 888.49% |
$1.01M - $1.08M
|
36.5K
$1.36M
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.6K+ 17.34% |
$725K - $779K
|
160K
$5.95M
|
|
Feb 07, 2023
Q4 2022
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
23.1KNew |
$709K - $762K
|
23.1K
$860K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
20.4K+ 21.08% |
$625K - $672K
|
117K
$4.35M
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
15.9K+ 39.92% |
$490K - $526K
|
55.9K
$2.08M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.9KNew |
$489K - $526K
|
15.9K
$594K
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13KNew |
$399K - $429K
|
13K
$484K
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
7.06K+ 189.91% |
$217K - $233K
|
10.8K
$401K
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
7.05KNew |
$217K - $233K
|
7.05K
$263K
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
6.59KNew |
$202K - $218K
|
6.59K
$245K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.26K+ 14.17% |
$131K - $141K
|
34.3K
$1.28M
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.83K+ 29.08% |
$118K - $127K
|
17K
$634K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.23K+ 44.28% |
$99.2K - $107K
|
10.5K
$392K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.81KNew |
$86.3K - $92.7K
|
2.81K
$105K
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
2.2K+ 469.72% |
$67.7K - $72.7K
|
2.67K
$99.5K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.26KNew |
$38.7K - $41.5K
|
1.26K
$46.9K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.1KNew |
$33.7K - $36.2K
|
1.1K
$40.8K
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
1.03K+ 6.65% |
$31.5K - $33.8K
|
16.4K
$612K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
996New |
$30.6K - $32.9K
|
996
$37.1K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
624+ 66.45% |
$19.2K - $20.6K
|
1.56K
$58.2K
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
526New |
$16.2K - $17.4K
|
526
$19.6K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
303+ 0.39% |
$9.31K - $10K
|
77.3K
$2.88M
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
150New |
$4.61K - $4.95K
|
150
$5.59K
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
102+ 10.19% |
$3.13K - $3.37K
|
1.1K
$41.1K
|
|
Feb 06, 2023
Q4 2022
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
12+ 0.08% |
$369 - $396
|
14.3K
$534K
|
|
Feb 06, 2023
Q4 2022
|
Concentrum Wealth Management
|
BUY
|
- |
3+ 0.02% |
$92.1 - $99
|
16.1K
$600K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-117- 46.61% |
$3.59K - $3.86K
|
134
$4.99K
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-558- 4.01% |
$17.1K - $18.4K
|
13.3K
$497K
|
|
Jan 27, 2023
Q4 2022
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-652- 9.12% |
$20K - $21.5K
|
6.5K
$242K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-682- 7.29% |
$20.9K - $22.5K
|
8.67K
$323K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-928- 6.25% |
$28.5K - $30.6K
|
13.9K
$518K
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.94K- 4.21% |
$59.5K - $64K
|
44.1K
$1.64M
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-2.5K- 83.33% |
$76.8K - $82.5K
|
500
$18.6K
|
|
Jan 26, 2023
Q4 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-2.56K- 3.61% |
$78.6K - $84.5K
|
68.5K
$2.55M
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-5.9K- 66.85% |
$181K - $195K
|
2.93K
$109K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.52K- 7.7% |
$292K - $314K
|
114K
$4.25M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-10.7K- 9.27% |
$328K - $353K
|
105K
$3.89M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-10.8K- 3.59% |
$332K - $357K
|
290K
$10.8M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-18.8K- 4.12% |
$577K - $620K
|
437K
$16.3M
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-34.1K- 81.77% |
$1.05M - $1.12M
|
7.6K
$283K
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-41.6K- 25.6% |
$1.28M - $1.37M
|
121K
$4.51M
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-48.1K- 75.37% |
$1.48M - $1.59M
|
15.7K
$585K
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-74.5K- 89.02% |
$2.29M - $2.46M
|
9.19K
$342K
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-76KClosed |
$2.34M - $2.51M
|
0
$0
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-189K- 99.72% |
$5.81M - $6.24M
|
531
$19.8K
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-257K- 93.49% |
$7.9M - $8.49M
|
17.9K
$667K
|