Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
375K+ 541.05% |
$11M - $12.6M
|
445K
$16.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Retireful, LLC
|
BUY
|
- |
89.2KNew |
$2.62M - $2.99M
|
89.2K
$3.32M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
86.7KNew |
$2.55M - $2.9M
|
86.7K
$3.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
79.3KNew |
$2.33M - $2.65M
|
79.3K
$2.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
41.4KNew |
$1.22M - $1.39M
|
41.4K
$1.54M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
27.9KNew |
$819K - $933K
|
27.9K
$1.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
21.9KNew |
$643K - $733K
|
21.9K
$816K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.9KNew |
$349K - $397K
|
11.9K
$442K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.95KNew |
$263K - $300K
|
8.95K
$333K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.7KNew |
$109K - $124K
|
3.7K
$138K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.23KNew |
$36K - $41K
|
1.23K
$45.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
899+ 220.34% |
$26.4K - $30.1K
|
1.31K
$48.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
773New |
$22.7K - $25.9K
|
773
$28.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
753+ 7.66% |
$22.1K - $25.2K
|
10.6K
$394K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
718New |
$21.1K - $24K
|
718
$26.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
540+ 7.88% |
$15.9K - $18.1K
|
7.39K
$275K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
400+ 13.68% |
$11.8K - $13.4K
|
3.33K
$124K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
200+ 1.46% |
$5.88K - $6.69K
|
13.9K
$516K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
108New |
$3.17K - $3.61K
|
108
$4.02K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
107New |
$3.14K - $3.58K
|
107
$3.98K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
21New |
$617 - $703
|
21
$782
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 0.14% |
$29.4 - $33.5
|
732
$27.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-187- 1.17% |
$5.49K - $6.26K
|
15.8K
$587K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-364- 5.41% |
$10.7K - $12.2K
|
6.36K
$237K
|
|
|
Feb 06, 2024
Q4 2023
|
Concentrum Wealth Management
|
SELL
|
- |
-402- 2.55% |
$11.8K - $13.5K
|
15.4K
$572K
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-450- 3.51% |
$13.2K - $15.1K
|
12.4K
$461K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-561- 8.38% |
$16.5K - $18.8K
|
6.14K
$229K
|
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-909- 6.88% |
$26.7K - $30.4K
|
12.3K
$458K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.22K- 1.8% |
$35.9K - $40.9K
|
66.8K
$2.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.32K- 3.07% |
$38.7K - $44.1K
|
41.6K
$1.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.32K- 5.9% |
$38.8K - $44.2K
|
21K
$784K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-1.47K- 17.8% |
$43.3K - $49.3K
|
6.81K
$253K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.14K- 6.94% |
$62.9K - $71.7K
|
28.7K
$1.07M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.88K- 8.11% |
$84.6K - $96.3K
|
32.6K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.31K- 4.01% |
$185K - $211K
|
151K
$5.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.36K- 10.22% |
$187K - $213K
|
55.9K
$2.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.88K- 19.32% |
$231K - $264K
|
32.9K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.76K- 9.13% |
$257K - $293K
|
87.2K
$3.25M
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-13K- 30.47% |
$382K - $436K
|
29.7K
$1.11M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-14.9K- 12.46% |
$437K - $498K
|
105K
$3.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-47.6K- 31.31% |
$1.4M - $1.59M
|
105K
$3.89M
|