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 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-4.48K- 19.21% |
$84K - $85.4K
|
18.9K
$358K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.49K- 2.64% |
$84.1K - $85.5K
|
166K
$3.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-4.65K- 94.72% |
$87.1K - $88.5K
|
259
$4.92K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.89K- 4.52% |
$91.7K - $93.1K
|
103K
$1.96M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.44K- 21.56% |
$102K - $104K
|
19.8K
$376K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-5.7K- 21.29% |
$107K - $109K
|
21.1K
$401K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-7.07K- 8.28% |
$133K - $135K
|
78.3K
$1.49M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.05KClosed |
$151K - $153K
|
0
$0
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-9.26K- 20.12% |
$173K - $176K
|
36.7K
$698K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.33K- 89.42% |
$175K - $178K
|
1.1K
$21K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.7K- 42.15% |
$200K - $203K
|
14.6K
$278K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-13.4K- 24.26% |
$251K - $255K
|
41.7K
$793K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-13.4K- 1.93% |
$251K - $255K
|
680K
$12.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-16.3K- 12.29% |
$306K - $311K
|
117K
$2.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-21.3K- 19.69% |
$398K - $405K
|
86.7K
$1.65M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-24K- 4.82% |
$449K - $456K
|
473K
$8.99M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-27K- 26.2% |
$506K - $514K
|
76.1K
$1.44M
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-29.3K- 59.12% |
$550K - $559K
|
20.3K
$385K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-33.2K- 57.17% |
$622K - $632K
|
24.9K
$472K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-38.6K- 23.83% |
$724K - $735K
|
123K
$2.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-42.3K- 9.45% |
$793K - $806K
|
405K
$7.7M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-45.7K- 75.98% |
$857K - $871K
|
14.5K
$275K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-52.1K- 23.12% |
$977K - $992K
|
173K
$3.29M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-54.3K- 55.71% |
$1.02M - $1.03M
|
43.2K
$820K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-68.3K- 73.87% |
$1.28M - $1.3M
|
24.2K
$459K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-70.6K- 61.41% |
$1.32M - $1.34M
|
44.4K
$843K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-81.9K- 53.3% |
$1.53M - $1.56M
|
71.8K
$1.36M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-131K- 59.48% |
$2.45M - $2.49M
|
89.2K
$1.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-153K- 10.07% |
$2.87M - $2.92M
|
1.37M
$26M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-160K- 17.05% |
$3M - $3.05M
|
780K
$14.8M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-245K- 64.82% |
$4.58M - $4.66M
|
133K
$2.52M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-519K- 18.59% |
$9.73M - $9.88M
|
2.27M
$43.2M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-643K- 8.95% |
$12M - $12.2M
|
6.54M
$124M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-765K- 7.03% |
$14.3M - $14.6M
|
10.1M
$192M
|