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 |
---|---|---|---|---|---|---|---|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.64K- 6.64% |
$49.5K - $50.2K
|
37.1K
$703K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.75K- 3.71% |
$51.4K - $52.2K
|
71.3K
$1.35M
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.77K- 16.92% |
$51.9K - $52.7K
|
13.6K
$258K
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.88K- 7.9% |
$53.9K - $54.7K
|
33.6K
$636K
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3.09K- 48.66% |
$57.8K - $58.7K
|
3.26K
$61.7K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.37K- 1.16% |
$63K - $64K
|
288K
$5.45M
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-3.83K- 7.27% |
$71.7K - $72.8K
|
48.9K
$926K
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.4K- 7.32% |
$82.4K - $83.7K
|
55.8K
$1.06M
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-4.49K- 18.21% |
$84.1K - $85.4K
|
20.2K
$382K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-6.38K- 14.54% |
$119K - $121K
|
37.5K
$710K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-6.69K- 19.94% |
$125K - $127K
|
26.8K
$508K
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-10.4K- 29.79% |
$196K - $199K
|
24.6K
$466K
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-13.5K- 6.9% |
$253K - $257K
|
183K
$3.46M
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-14K- 27.49% |
$262K - $266K
|
36.9K
$698K
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-14.5K- 52.07% |
$271K - $275K
|
13.3K
$252K
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-14.5K- 28.97% |
$272K - $277K
|
35.7K
$676K
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-20KClosed |
$374K - $380K
|
0
$0
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-20.9K- 39.16% |
$390K - $396K
|
32.4K
$613K
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-26.9K- 71.43% |
$503K - $511K
|
10.7K
$203K
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-33.1K- 56.54% |
$619K - $629K
|
25.4K
$482K
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-37.6K- 32.83% |
$704K - $715K
|
77K
$1.46M
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-41K- 40.73% |
$768K - $780K
|
59.7K
$1.13M
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-42.2K- 64.05% |
$790K - $803K
|
23.7K
$449K
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-45.2K- 56.17% |
$846K - $859K
|
35.3K
$668K
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-45.9K- 3.28% |
$859K - $872K
|
1.35M
$25.6M
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-49.2K- 0.5% |
$922K - $936K
|
9.8M
$186M
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-64.3K- 31.77% |
$1.2M - $1.22M
|
138K
$2.62M
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-71.5K- 30.76% |
$1.34M - $1.36M
|
161K
$3.05M
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-84.2K- 6.71% |
$1.58M - $1.6M
|
1.17M
$22.1M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-295K- 4.62% |
$5.52M - $5.61M
|
6.08M
$115M
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-308K- 12.25% |
$5.77M - $5.86M
|
2.21M
$41.8M
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-452K- 96.35% |
$8.47M - $8.6M
|
17.1K
$324K
|