Purchases and Sales Made in Q1 2023 in First Tr ETF Iv LTD Duration I (FSIG)
This table provides information about the institutional ownership of First Tr ETF Iv LTD Duration I (FSIG) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TR ETF IV LTD DURATION I.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
19KNew |
$351K - $359K
|
19K
$360K
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
19K+ 80.13% |
$351K - $358K
|
42.6K
$807K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
19K+ 80.13% |
$351K - $358K
|
42.6K
$807K
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
16.3KNew |
$302K - $308K
|
16.3K
$309K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
14.9K+ 286.16% |
$276K - $282K
|
20.1K
$381K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
14.5KNew |
$269K - $275K
|
14.5K
$275K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
14.1K+ 27.29% |
$262K - $267K
|
66K
$1.25M
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
12.6KNew |
$233K - $238K
|
12.6K
$238K
|
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
11.8KNew |
$218K - $222K
|
11.8K
$223K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
11.1KNew |
$206K - $211K
|
11.1K
$211K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
11.1K+ 35.66% |
$205K - $209K
|
42K
$796K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
10.7KNew |
$198K - $202K
|
10.7K
$203K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
9.96K+ 97.82% |
$184K - $188K
|
20.1K
$381K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.66K+ 17.69% |
$105K - $107K
|
37.6K
$713K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.48K+ 18.16% |
$101K - $103K
|
35.6K
$675K
|
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
5.4K+ 18.79% |
$100K - $102K
|
34.2K
$647K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.16K+ 9.1% |
$95.5K - $97.5K
|
61.9K
$1.17M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2.5KNew |
$46.3K - $47.3K
|
2.5K
$47.4K
|
|
|
Apr 04, 2023
Q1 2023
|
Platform Technology Partners
|
BUY
|
- |
2.49K+ 18.21% |
$46.2K - $47.1K
|
16.2K
$307K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.59K+ 18.84% |
$29.5K - $30.1K
|
10K
$190K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.41K+ 7.09% |
$26K - $26.6K
|
21.2K
$402K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.07KNew |
$19.7K - $20.1K
|
1.07K
$20.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.05KNew |
$19.4K - $19.8K
|
1.05K
$19.9K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
920New |
$17K - $17.4K
|
920
$17.4K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
768+ 22.24% |
$14.2K - $14.5K
|
4.22K
$79.9K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
600New |
$11.1K - $11.3K
|
600
$11.4K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
420+ 39.62% |
$7.77K - $7.94K
|
1.48K
$28K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
395New |
$7.31K - $7.47K
|
395
$7.48K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.28K- 13.46% |
$23.8K - $24.3K
|
8.26K
$156K
|
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-1.86K- 2.48% |
$34.4K - $35.1K
|
73K
$1.38M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.16K- 8.34% |
$95.5K - $97.5K
|
56.7K
$1.07M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.55K- 9.58% |
$121K - $124K
|
61.9K
$1.17M
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-15.3K- 2.6% |
$282K - $288K
|
572K
$10.8M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-33.3K- 53.91% |
$616K - $629K
|
28.4K
$539K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-53.6K- 5.85% |
$993K - $1.01M
|
863K
$16.3M
|