Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
272K+ 45.1% |
$5.1M - $5.2M
|
874K
$16.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
57.9KNew |
$1.09M - $1.11M
|
57.9K
$1.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
43.3K+ 11.63% |
$813K - $829K
|
416K
$7.92M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
15.5KNew |
$291K - $297K
|
15.5K
$296K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.5K+ 10.13% |
$178K - $182K
|
103K
$1.97M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.58KNew |
$142K - $145K
|
7.58K
$145K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.45K+ 6.17% |
$140K - $143K
|
128K
$2.44M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.05K+ 38.44% |
$19.8K - $20.2K
|
3.8K
$72.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
929+ 95.38% |
$17.4K - $17.8K
|
1.9K
$36.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
694New |
$13K - $13.3K
|
694
$13.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
44+ 0.06% |
$826 - $842
|
76.1K
$1.45M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
39+ 0.31% |
$732 - $746
|
12.8K
$244K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
18+ 1.13% |
$338 - $345
|
1.62K
$30.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-175- 21.77% |
$3.28K - $3.35K
|
629
$12K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-309- 0.36% |
$5.8K - $5.91K
|
86.4K
$1.65M
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-572- 4.19% |
$10.7K - $10.9K
|
13.1K
$249K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-657- 0.47% |
$12.3K - $12.6K
|
140K
$2.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-863- 0.42% |
$16.2K - $16.5K
|
205K
$3.91M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.04K- 27.96% |
$19.6K - $20K
|
2.69K
$51.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-5.21K- 18.34% |
$97.7K - $99.6K
|
23.2K
$442K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-10.5K- 72.52% |
$197K - $201K
|
3.98K
$75.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-55.1K- 26.6% |
$1.03M - $1.05M
|
152K
$2.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-65.8K- 16.23% |
$1.23M - $1.26M
|
339K
$6.47M
|