FCVT FIRST TR EXCHANGE TRADED FD

Ownership history in Advisory Services Network, LLC  ·  14 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in FIRST TR EXCHANGE TRADED FD (FCVT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.04% (2020 Q4)
Avg. % of fund
0.02%
First filed
2019 Q1
Last filed
2025 Q3
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,832 -20,422 -91.8% 0.00% $78K $42.54
2025 Q1 UNCHANGED 22,254 0% 0.01% $777K $34.31
2024 Q4 ADDED 22,254 +7,513 +51.0% 0.02% $819K $35.91
2022 Q3 ADDED 14,741 +9,847 +201.2% 0.02% $459K $29.32
2021 Q4 REDUCED 4,894 -8,286 -62.9% 0.01% $203K $37.86
2021 Q3 ADDED 13,180 +8,286 +169.3% 0.02% $669K $37.98
2021 Q2 ADDED 4,894 +481 +10.9% 0.01% $253K $38.46
2021 Q1 REDUCED 4,413 -16,533 -78.9% 0.01% $222K $37.34
2020 Q4 ADDED 20,946 +481 +2.4% 0.04% $1.0M $36.32
2020 Q3 ADDED 20,465 +8,786 +75.2% 0.04% $825K $29.61
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% of Fund (quarterly)    FCVT price (monthly, adj. close)
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