Patriot Financial Group Insurance Agency, LLC First Tr Exchange Traded Fd Iv Transaction History

Patriot Financial Group Insurance Agency, LLC

$704 Million
Q4 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2018 Aug 14, 2018	SELL	$28.78 - $30.81 $111,522 - $119,388	-3,875 Closed	0 $0
Q1 2018 May 14, 2018	BUY	$27.93 - $30.33 $4,692 - $5,095	168 Added 4.53%	3,875 $112,000
Q3 2017 Oct 26, 2017	BUY	$28.14 - $28.66 $10,468 - $10,661	372 Added 11.15%	3,707 $107,000
Q2 2017 Aug 08, 2017	BUY	N/A	3,335	3,335 $93,000

Others Institutions Holding FCVT

# of Institutions

Shares Held

1.64M

Call Options Held

Put Options Held

Raymond James Financial Inc St. Petersburg, FL

305K
Shares

$11.6 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

175K
Shares

$6.67 Million
0.0% of portfolio
Concurrent Investment Advisors, LLC Tampa, FL

149K
Shares

$5.69 Million
0.15% of portfolio
Coppell Advisory Solutions Corp. Coppell, TX

121K
Shares

$4.61 Million
0.78% of portfolio
Morgan Stanley New York, NY

103K
Shares

$3.92 Million
0.0% of portfolio

View Full List

About FIRST TR EXCHANGE TRADED FD IV

Ticker FCVT
Sector ETFs
Industry ETFs

More about FCVT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Patriot Financial Group Insurance Agency, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Patriot Financial Group Insurance Agency, LLC with notifications on news.

Account