Latest Institutional Transactions on First Tr Exchange Traded Fd Iv (FCVT)
This table provides information on the latest institutional transactions involving First Tr Exchange Traded Fd Iv (FCVT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
143KNew |
$4.65M - $5.55M
|
143K
$6.05M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.5K+ 5172.41% |
$48.8K - $58.2K
|
1.53K
$64.7K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
20New |
$696 - $767
|
20
$846
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
BUY
|
- |
6.59KNew |
$229K - $253K
|
6.59K
$278K
|
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
13.4KNew |
$468K - $516K
|
13.4K
$568K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
20+ 1.09% |
$696 - $767
|
1.86K
$78.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.11K- 28.81% |
$38.8K - $42.7K
|
2.75K
$116K
|
|
| Q4 2024 | |||||||
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
209New |
$7.39K - $8.06K
|
209
$8.84K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-854- 12.96% |
$30.2K - $32.9K
|
5.73K
$242K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
652New |
$23K - $25.2K
|
652
$27.6K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
29New |
$1.03K - $1.12K
|
29
$1.23K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
92.3KNew |
$3.26M - $3.56M
|
92.3K
$3.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1New |
$35.4 - $38.6
|
1
$42.3
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.87K+ 163.79% |
$322K - $352K
|
15.9K
$672K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$32.7 - $35.7
|
1
$42.3
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1- -0.0% |
$32.7 - $35.7
|
22.5K
$953K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
104K+ 3977.75% |
$3.38M - $3.69M
|
106K
$4.49M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-116- 0.38% |
$3.79K - $4.14K
|
30.6K
$1.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-37.1K- 40.04% |
$1.21M - $1.33M
|
55.6K
$2.35M
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
5.75KNew |
$188K - $205K
|
5.75K
$243K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-437- 18.88% |
$14.2K - $14.9K
|
1.88K
$79.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-420- 98.13% |
$13.7K - $14.3K
|
8
$338
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-112- 50.0% |
$3.64K - $3.82K
|
112
$4.74K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-107- 2.21% |
$3.48K - $3.65K
|
4.73K
$200K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
323New |
$10.5K - $11K
|
323
$13.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-28- 93.33% |
$910 - $954
|
2
$84.6
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
1.7KNew |
$55.3K - $57.9K
|
1.7K
$71.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
2.52KNew |
$81.9K - $85.9K
|
2.52K
$107K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
121KNew |
$3.92M - $4.14M
|
121K
$5.12M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.32K- 44.87% |
$172K - $182K
|
6.54K
$277K
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-16.3K- 39.23% |
$528K - $557K
|
25.3K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.17K+ 7.55% |
$70.2K - $74.1K
|
30.9K
$1.31M
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.95KNew |
$263K - $300K
|
8.95K
$378K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-1.47K- 17.8% |
$43.3K - $49.3K
|
6.81K
$288K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
21New |
$617 - $703
|
21
$888
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
753+ 7.66% |
$22.1K - $25.2K
|
10.6K
$447K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.7KNew |
$109K - $124K
|
3.7K
$157K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
27.9KNew |
$819K - $933K
|
27.9K
$1.18M
|
|
|
Jan 24, 2024
Q4 2023
|
Retireful, LLC
|
BUY
|
- |
89.2KNew |
$2.62M - $2.99M
|
89.2K
$3.77M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
107New |
$3.14K - $3.58K
|
107
$4.53K
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
300New |
$9.26K - $10K
|
300
$12.7K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
505New |
$15.6K - $16.9K
|
505
$21.4K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-150- 15.0% |
$4.63K - $5.01K
|
850
$35.9K
|
|
| Q2 2023 | |||||||
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-7.64KClosed |
$237K - $249K
|
0
$0
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
55.1KNew |
$1.71M - $1.8M
|
55.1K
$2.33M
|
|
| Q1 2023 | |||||||
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
484+ 3025.0% |
$15K - $16.1K
|
500
$21.1K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.1K- 80.77% |
$65.1K - $69.9K
|
500
$21.1K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-1.24K- 15.68% |
$38.4K - $41.3K
|
6.67K
$282K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.26K- 80.32% |
$69.9K - $75.1K
|
553
$23.4K
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
200New |
$6.2K - $6.65K
|
200
$8.46K
|
|