Latest Institutional Purchases of First Tr Exchange Traded Fd Iv (FCVT)
This list provides information on the latest institutional transactions involving First Tr Exchange Traded Fd Iv (FCVT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22.3K+ 142.8% |
$859K - $963K
|
38K
$1.61M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.3K+ 10.8% |
$703K - $788K
|
188K
$7.93M
|
|
|
Nov 03, 2025
Q3 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
15.8KNew |
$606K - $679K
|
15.8K
$666K
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
11.4KNew |
$439K - $492K
|
11.4K
$483K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
7.26KNew |
$279K - $313K
|
7.26K
$307K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
4.94KNew |
$190K - $213K
|
4.94K
$209K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
4.78KNew |
$184K - $206K
|
4.78K
$202K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.84K+ 3.28% |
$109K - $123K
|
89.5K
$3.79M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.4K+ 22.89% |
$92.2K - $103K
|
12.9K
$544K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.18K+ 5.61% |
$83.7K - $93.8K
|
41K
$1.73M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.83KNew |
$70.4K - $78.9K
|
1.83K
$77.5K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.54K+ 6.35% |
$59.4K - $66.5K
|
25.9K
$1.09M
|
|
|
Nov 05, 2025
Q3 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
383+ 0.9% |
$14.7K - $16.5K
|
43.1K
$1.82M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
351+ 2.61% |
$13.5K - $15.1K
|
13.8K
$583K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
349New |
$13.4K - $15K
|
349
$14.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
273New |
$10.5K - $11.8K
|
273
$11.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
108New |
$4.15K - $4.65K
|
108
$4.57K
|
|
|
Oct 22, 2025
Q3 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
77+ 0.99% |
$2.96K - $3.32K
|
7.89K
$334K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
20+ 0.41% |
$769 - $862
|
4.91K
$208K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18+ 0.33% |
$692 - $775
|
5.48K
$232K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15+ 0.2% |
$577 - $646
|
7.52K
$318K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 0.38% |
$38.5 - $43.1
|
266
$11.2K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.7% |
$38.5 - $43.1
|
143
$6.05K
|
|
| Q2 2025 | |||||||
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
143KNew |
$4.65M - $5.55M
|
143K
$6.05M
|
|
|
Aug 19, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
10.8KNew |
$353K - $421K
|
10.8K
$459K
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2.12K+ 34.34% |
$68.8K - $82.1K
|
8.27K
$350K
|
|
|
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
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
200+ 44.44% |
$6.5K - $7.76K
|
650
$27.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
91New |
$2.96K - $3.53K
|
91
$3.85K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
13.4KNew |
$468K - $516K
|
13.4K
$568K
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
BUY
|
- |
6.59KNew |
$229K - $253K
|
6.59K
$278K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
20New |
$696 - $767
|
20
$846
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
20+ 1.09% |
$696 - $767
|
1.86K
$78.6K
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
92.3KNew |
$3.26M - $3.56M
|
92.3K
$3.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
652New |
$23K - $25.2K
|
652
$27.6K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
209New |
$7.39K - $8.06K
|
209
$8.84K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
29New |
$1.03K - $1.12K
|
29
$1.23K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1New |
$35.4 - $38.6
|
1
$42.3
|
|
| Q3 2024 | |||||||
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
104K+ 3977.75% |
$3.38M - $3.69M
|
106K
$4.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.87K+ 163.79% |
$322K - $352K
|
15.9K
$672K
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
5.75KNew |
$188K - $205K
|
5.75K
$243K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$32.7 - $35.7
|
1
$42.3
|
|
| Q2 2024 | |||||||
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
2.52KNew |
$81.9K - $85.9K
|
2.52K
$107K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
1.7KNew |
$55.3K - $57.9K
|
1.7K
$71.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
323New |
$10.5K - $11K
|
323
$13.7K
|
|
| 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
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
74.2KNew |
$2.4M - $2.54M
|
74.2K
$3.14M
|
|
|
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 | |||||||
|
Jan 24, 2024
Q4 2023
|
Retireful, LLC
|
BUY
|
- |
89.2KNew |
$2.62M - $2.99M
|
89.2K
$3.77M
|
|