Institutional shares held 1.59 Million
0 calls
0 puts
Total value of holdings $56.3M
$0 calls
$0 puts
# of Institutions 56


Latest Institutional Activity in FCVT

Top Purchases

Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 40.1K ($1.41M)
Q1 2025
Resources Investment Advisors, Llc. Shares Held: 15.5K ($545K)
Q1 2025
Concurrent Investment Advisors, LLC Shares Held: 156K ($5.51M)
Q1 2025
Tsa Wealth Managment LLC Shares Held: 6.92K ($244K)
Q1 2025
Horst & Graben Wealth Management LLC Shares Held: 6.16K ($217K)

Top Sells

Q1 2025
Coastal Investment Advisors, Inc. Shares Held: 1 ($35.3)
Q1 2025
Cwm, LLC Shares Held: 41.7K ($1.47M)
Q1 2025
Continuum Advisory, LLC Shares Held: 2.75K ($97.2K)
Q1 2025
Stratos Wealth Partners, Ltd. Shares Held: 13.5K ($477K)
Q1 2025
Cottonwood Capital Advisors, LLC Shares Held: 7.98K ($282K)

About FCVT

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P - Open market or private purchase×
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V - Transaction voluntarily reported earlier than required×
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D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
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