Purchases and Sales Made in Q3 2025 in First Tr Exchange Traded Fd Iv (FCVT)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Iv (FCVT) during Q3 2025. The information is specifically focused on institutions that hold shares of FIRST TR EXCHANGE TRADED FD IV.
| 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 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
492+ 0.84% |
$18.9K - $21.2K
|
59.3K
$2.51M
|
|
|
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
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.7% |
$38.5 - $43.1
|
143
$6.05K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 0.38% |
$38.5 - $43.1
|
266
$11.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3- 0.01% |
$115 - $129
|
30.5K
$1.29M
|
|
|
Nov 10, 2025
Q3 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-3- 0.04% |
$115 - $129
|
7.1K
$300K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-49- 35.51% |
$1.88K - $2.11K
|
89
$3.76K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-57- 0.07% |
$2.19K - $2.46K
|
79.7K
$3.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-164- 71.62% |
$6.31K - $7.07K
|
65
$2.75K
|
|
|
Nov 12, 2025
Q3 2025
|
Richmond Investment Services, LLC
Mequon, WI |
SELL
|
- |
-196- 3.49% |
$7.54K - $8.44K
|
5.43K
$230K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-221- 1.5% |
$8.5K - $9.52K
|
14.5K
$615K
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-254- 2.79% |
$9.77K - $10.9K
|
8.86K
$375K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-429- 2.95% |
$16.5K - $18.5K
|
14.1K
$596K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
SELL
|
- |
-1.87K- 5.83% |
$72K - $80.7K
|
30.2K
$1.28M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-5.41K- 15.46% |
$208K - $233K
|
29.6K
$1.25M
|
|
|
Nov 10, 2025
Q3 2025
|
Concentrum Wealth Management
|
SELL
|
- |
-5.9K- 43.91% |
$227K - $254K
|
7.54K
$319K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.92K- 15.11% |
$228K - $255K
|
33.3K
$1.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.38K- 23.09% |
$245K - $275K
|
21.2K
$898K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.79K- 55.05% |
$261K - $293K
|
5.55K
$234K
|
|
|
Nov 14, 2025
Q3 2025
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-23.4K- 72.93% |
$899K - $1.01M
|
8.68K
$367K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-42.5K- 31.88% |
$1.63M - $1.83M
|
90.8K
$3.84M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-140K- 46.16% |
$5.4M - $6.05M
|
164K
$6.93M
|
|