Purchases and Sales Made in Q1 2024 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 2024. 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 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.6K+ 6.66% |
$199K - $202K
|
170K
$3.23M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
10.6KNew |
$199K - $202K
|
10.6K
$201K
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
9.46K+ 5.59% |
$177K - $180K
|
179K
$3.38M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
9.24KNew |
$173K - $176K
|
9.24K
$175K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.2K+ 9.51% |
$172K - $175K
|
106K
$2M
|
|
|
Apr 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
8.88K+ 49.82% |
$166K - $169K
|
26.7K
$506K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.72K+ 62.67% |
$163K - $166K
|
22.6K
$429K
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
8.13K+ 64.51% |
$152K - $155K
|
20.7K
$393K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.79K+ 38.13% |
$146K - $148K
|
28.2K
$534K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
6.89K+ 2.88% |
$129K - $131K
|
246K
$4.66M
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
6.41K+ 4.04% |
$120K - $122K
|
165K
$3.13M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.94K+ 4.5% |
$73.8K - $74.9K
|
91.6K
$1.73M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.67K+ 33.19% |
$68.6K - $69.7K
|
14.7K
$279K
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
3.65K+ 26.59% |
$68.3K - $69.4K
|
17.4K
$329K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.51KNew |
$65.7K - $66.7K
|
3.51K
$66.4K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
3.41KNew |
$63.7K - $64.7K
|
3.41K
$64.5K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
3.13K+ 2.89% |
$58.6K - $59.5K
|
111K
$2.11M
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
BUY
|
- |
2.9K+ 0.8% |
$54.2K - $55.1K
|
363K
$6.88M
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
2.46K+ 21.54% |
$46K - $46.7K
|
13.9K
$263K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.27K+ 9.26% |
$42.5K - $43.1K
|
26.8K
$507K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.64KNew |
$30.6K - $31.1K
|
1.64K
$31K
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.63K+ 6.19% |
$30.5K - $30.9K
|
27.9K
$529K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.63K+ 171.05% |
$30.4K - $30.9K
|
2.58K
$48.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.13K+ 13.08% |
$21.1K - $21.4K
|
9.75K
$185K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
754New |
$14.1K - $14.3K
|
754
$14.3K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
735+ 87.92% |
$13.8K - $14K
|
1.57K
$29.8K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
666+ 2.56% |
$12.5K - $12.7K
|
26.7K
$505K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
660+ 30.94% |
$12.4K - $12.5K
|
2.79K
$52.9K
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
655+ 5.63% |
$12.3K - $12.5K
|
12.3K
$233K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
602+ 0.8% |
$11.3K - $11.4K
|
75.8K
$1.44M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
596+ 54.78% |
$11.2K - $11.3K
|
1.68K
$31.9K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
530New |
$9.92K - $10.1K
|
530
$10K
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
471+ 1.17% |
$8.82K - $8.95K
|
40.8K
$773K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
454New |
$8.5K - $8.63K
|
454
$8.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
433+ 0.3% |
$8.11K - $8.23K
|
146K
$2.76M
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
336New |
$6.29K - $6.39K
|
336
$6.36K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
216+ 108.54% |
$4.04K - $4.11K
|
415
$7.86K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
188+ 0.73% |
$3.52K - $3.57K
|
25.9K
$490K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
142+ 0.35% |
$2.66K - $2.7K
|
40.3K
$764K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
12+ 0.3% |
$225 - $228
|
3.96K
$74.9K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-4- 4.71% |
$74.9 - $76
|
81
$1.53K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-283- 47.17% |
$5.3K - $5.38K
|
317
$6K
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-350- 1.05% |
$6.55K - $6.65K
|
33K
$625K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-508- 1.57% |
$9.51K - $9.66K
|
31.9K
$604K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-572- 3.17% |
$10.7K - $10.9K
|
17.4K
$330K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-808- 0.6% |
$15.1K - $15.4K
|
133K
$2.53M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.2K- 9.46% |
$22.4K - $22.7K
|
11.4K
$217K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.75K- 17.9% |
$32.8K - $33.3K
|
8.03K
$152K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.91K- 7.01% |
$35.7K - $36.2K
|
25.3K
$479K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-2.05K- 56.93% |
$38.4K - $39K
|
1.55K
$29.4K
|