Institutional Ownership First Tr Exchange Traded Fd Iv (FCVT)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Iv (FCVT). We have compiled data on the 54 institutions that hold shares in the stock, with a total of 1.58 Million shares, which have been reported (via 13F filing form) to have a value of $55.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
10,997
shares
|
$385,444
0.06% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
10,463
shares
|
$366,728
0.06% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
8,165
shares
|
$286,183
0.23% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Feb 07, 2025 Q4 2024 |
8,000
shares
|
$280,400
0.17% of portfolio
|
Q4 2021
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
7,643
shares
|
$267,887
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
7,634
shares
|
$267,571
0.0% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
7,276
shares
|
$255,023
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
6,039
shares
|
$211,666
0.0% of portfolio
|
Q4 2024
Reduced 11.59%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
5,755
shares
|
$201,712
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
5,733
shares
|
$200,941
0.0% of portfolio
|
Q4 2024
Reduced 12.96%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
4,731
shares
|
$165,821
0.0% of portfolio
|
Q2 2024
Reduced 2.21%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
4,723
shares
|
$165,541
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
3,867
shares
|
$135,538
0.02% of portfolio
|
Q4 2024
Added 7.57%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Feb 03, 2025 Q4 2024 |
1,838
shares
|
$64,421
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,700
shares
|
$59,584
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
850
shares
|
$29,792
0.0% of portfolio
|
Q3 2023
Reduced 15.0%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
652
shares
|
$22,852
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
520
shares
|
$18,226
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
332
shares
|
$11,636
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
323
shares
|
$11,321
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
295
shares
|
$10,339
0.0% of portfolio
|
Q1 2023
Reduced 60.3%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
209
shares
|
$7,325
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
112
shares
|
$3,925
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
108
shares
|
$3,785
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
105
shares
|
$3,680
0.0% of portfolio
|
Q4 2024
Reduced 97.96%
|