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 |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
349
shares
|
$14,759
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
323
shares
|
$13,659
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
295
shares
|
$12,475
0.0% of portfolio
|
Q1 2023
Reduced 60.3%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
273
shares
|
$11,545
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
266
shares
|
$11,249
0.0% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
143
shares
|
$6,047
0.0% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
112
shares
|
$4,736
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
108
shares
|
$4,567
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
89
shares
|
$3,763
0.0% of portfolio
|
Q3 2025
Reduced 35.51%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
65
shares
|
$2,748
0.0% of portfolio
|
Q3 2025
Reduced 71.62%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
29
shares
|
$1,226
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
18
shares
|
$761
0.0% of portfolio
|
Q2 2025
Reduced 5.26%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
2
shares
|
$84
0.0% of portfolio
|
Q2 2024
Reduced 93.33%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
1
shares
|
$42
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1
shares
|
$42
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|