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 66 institutions that hold shares in the stock, with a total of 1.43 Million shares, which have been reported (via 13F filing form) to have a value of $60.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
11,536
shares
|
$487,857
0.09% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 21, 2025 Q3 2025 |
11,414
shares
|
$482,698
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
10,846
shares
|
$458,677
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
American Financial Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
8,862
shares
|
$374,773
0.05% of portfolio
|
Q3 2025
Reduced 2.79%
|
|
|
Elequin Capital LP
New York, NY |
Nov 14, 2025 Q3 2025 |
8,678
shares
|
$366,992
0.03% of portfolio
|
Q3 2025
Reduced 72.93%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
8,274
shares
|
$349,907
0.06% of portfolio
|
Q2 2025
Added 34.34%
|
|
|
Cottonwood Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
7,888
shares
|
$333,583
0.27% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Concentrum Wealth Management
|
Nov 10, 2025 Q3 2025 |
7,539
shares
|
$318,824
0.09% of portfolio
|
Q3 2025
Reduced 43.91%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
7,520
shares
|
$318,020
0.0% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
7,263
shares
|
$307,152
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Nov 10, 2025 Q3 2025 |
7,095
shares
|
$300,047
0.1% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Everett Harris & CO
|
Nov 03, 2025 Q3 2025 |
6,585
shares
|
$278,479
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
5,545
shares
|
$234,498
0.0% of portfolio
|
Q3 2025
Reduced 55.05%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
5,481
shares
|
$231,791
0.0% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
5,428
shares
|
$229,550
0.04% of portfolio
|
Q3 2025
Reduced 3.49%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
4,942
shares
|
$208,997
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
4,907
shares
|
$207,517
0.0% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
4,776
shares
|
$201,977
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
4,731
shares
|
$200,073
0.0% of portfolio
|
Q2 2024
Reduced 2.21%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
1,832
shares
|
$77,475
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
1,700
shares
|
$71,893
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
1,529
shares
|
$64,661
0.0% of portfolio
|
Q2 2025
Added 5172.41%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
850
shares
|
$35,946
0.0% of portfolio
|
Q3 2023
Reduced 15.0%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
652
shares
|
$27,573
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
650
shares
|
$27,488
0.0% of portfolio
|
Q2 2025
Added 44.44%
|
|