Purchases and Sales Made in Q1 2025 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 2025. 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, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1.74K+ 4.17% |
$32.7K - $33.2K
|
43.6K
$828K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
1.3K+ 7.03% |
$24.3K - $24.7K
|
19.7K
$375K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
1.26K+ 4.64% |
$23.6K - $23.9K
|
28.4K
$539K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.11K+ 62.49% |
$20.8K - $21.2K
|
2.89K
$54.9K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
418+ 1.37% |
$7.83K - $7.96K
|
30.9K
$587K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
403+ 1.67% |
$7.55K - $7.67K
|
24.5K
$465K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
373+ 7.2% |
$6.99K - $7.1K
|
5.56K
$106K
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
327+ 0.71% |
$6.13K - $6.23K
|
46.7K
$886K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
289+ 2.24% |
$5.42K - $5.5K
|
13.2K
$251K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
264New |
$4.95K - $5.03K
|
264
$5.01K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
217+ 0.51% |
$4.07K - $4.13K
|
43K
$817K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
200+ 0.41% |
$3.75K - $3.81K
|
49.3K
$935K
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
197+ 1.07% |
$3.69K - $3.75K
|
18.6K
$354K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
193New |
$3.62K - $3.67K
|
193
$3.67K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
145+ 1.15% |
$2.72K - $2.76K
|
12.8K
$242K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
91+ 0.2% |
$1.71K - $1.73K
|
46.7K
$886K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
60+ 0.04% |
$1.12K - $1.14K
|
140K
$2.67M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
52+ 0.29% |
$974 - $990
|
17.9K
$340K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
31+ 0.14% |
$581 - $590
|
22.6K
$430K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
22+ 0.23% |
$412 - $419
|
9.42K
$179K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
18+ 2.29% |
$337 - $343
|
804
$15.3K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1- 3.85% |
$18.7 - $19
|
25
$475
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-31- 0.12% |
$581 - $590
|
25.6K
$486K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-85- 0.29% |
$1.59K - $1.62K
|
29.6K
$561K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-91- 7.89% |
$1.71K - $1.73K
|
1.06K
$20.2K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-99- 61.49% |
$1.86K - $1.88K
|
62
$1.18K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-136- 0.14% |
$2.55K - $2.59K
|
93.8K
$1.78M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-337- 5.24% |
$6.32K - $6.42K
|
6.1K
$116K
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-401- 2.86% |
$7.51K - $7.64K
|
13.6K
$259K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-518- 2.32% |
$9.71K - $9.86K
|
21.8K
$414K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-583- 17.53% |
$10.9K - $11.1K
|
2.74K
$52.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-628- 4.36% |
$11.8K - $12K
|
13.8K
$262K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-638- 39.58% |
$12K - $12.1K
|
974
$18.5K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-651- 0.55% |
$12.2K - $12.4K
|
117K
$2.22M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-691- 0.52% |
$12.9K - $13.2K
|
131K
$2.49M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-698- 5.38% |
$13.1K - $13.3K
|
12.3K
$233K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-862- 3.58% |
$16.2K - $16.4K
|
23.2K
$441K
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-1.08K- 7.45% |
$20.1K - $20.5K
|
13.4K
$254K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.19K- 41.09% |
$22.2K - $22.6K
|
1.7K
$32.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-1.32K- 4.3% |
$24.7K - $25.1K
|
29.3K
$557K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-1.54K- 3.55% |
$28.8K - $29.3K
|
41.8K
$794K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.58K- 1.71% |
$29.6K - $30.1K
|
91.1K
$1.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.62K- 50.28% |
$30.3K - $30.8K
|
1.6K
$30.3K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.95K- 3.78% |
$36.5K - $37.1K
|
49.7K
$943K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.4K- 19.15% |
$44.9K - $45.7K
|
10.1K
$192K
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-2.4K- 17.82% |
$44.9K - $45.7K
|
11.1K
$210K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.7K- 1.84% |
$50.6K - $51.4K
|
144K
$2.73M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3.32K- 0.71% |
$62.3K - $63.3K
|
465K
$8.82M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.66K- 4.13% |
$68.5K - $69.6K
|
84.8K
$1.61M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-4.11K- 14.83% |
$77.1K - $78.3K
|
23.6K
$449K
|