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 58 institutions that hold shares in the stock, with a total of 1.6 Million shares, which have been reported (via 13F filing form) to have a value of $56.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
304,766
shares
|
$10.8 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
164,756
shares
|
$5.81 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.92%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
156,260
shares
|
$5.51 Million
0.13% of portfolio
|
Q1 2025
Added 4.68%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
121,042
shares
|
$4.27 Million
0.78% of portfolio
|
Q1 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
102,788
shares
|
$3.63 Million
0.0% of portfolio
|
Q4 2024
Added 5.75%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
92,271
shares
|
$3.26 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
61,787
shares
|
$2.18 Million
0.0% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
55,600
shares
|
$1.96 Million
0.0% of portfolio
|
Q3 2024
Reduced 40.04%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
46,197
shares
|
$1.63 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
43,987
shares
|
$1.55 Million
0.0% of portfolio
|
Q1 2025
Added 5.95%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Apr 23, 2025 Q1 2025 |
42,615
shares
|
$1.5 Million
0.79% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
41,737
shares
|
$1.47 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.36%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
40,088
shares
|
$1.41 Million
0.0% of portfolio
|
Q1 2025
Added 120.93%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
30,623
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
25,334
shares
|
$894,036
0.0% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Elequin Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
24,833
shares
|
$876,356
0.11% of portfolio
|
Q1 2024
Added 127.45%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
22,546
shares
|
$795,648
0.3% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
22,254
shares
|
$785,343
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
16,820
shares
|
$593,577
0.0% of portfolio
|
Q4 2024
Added 5.4%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
15,455
shares
|
$545,406
0.01% of portfolio
|
Q1 2025
Added 102.21%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
13,506
shares
|
$476,626
0.01% of portfolio
|
Q1 2025
Reduced 5.13%
|
|
|
Brio Consultants, LLC
|
May 07, 2025 Q1 2025 |
13,440
shares
|
$474,297
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Concentrum Wealth Management
|
May 07, 2025 Q1 2025 |
13,440
shares
|
$474,297
0.17% of portfolio
|
Q1 2025
Reduced 4.47%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
13,396
shares
|
$472,744
0.02% of portfolio
|
Q3 2022
Reduced 28.19%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
11,902
shares
|
$420,021
0.0% of portfolio
|
Q4 2024
Reduced 47.94%
|