Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
490K+ 650.03% |
$8.99M - $9.19M
|
566K
$10.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
360KNew |
$6.59M - $6.74M
|
360K
$6.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
324K+ 5.77% |
$5.94M - $6.07M
|
5.94M
$112M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
182KNew |
$3.34M - $3.42M
|
182K
$3.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
171K+ 8705.2% |
$3.13M - $3.2M
|
173K
$3.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
169KNew |
$3.11M - $3.18M
|
169K
$3.21M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
153K+ 439.77% |
$2.81M - $2.87M
|
188K
$3.56M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
93.5K+ 179.57% |
$1.72M - $1.75M
|
146K
$2.76M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
91.9K+ 1.14% |
$1.68M - $1.72M
|
8.12M
$154M
|
|
|
Oct 24, 2023
Q3 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
91.3KNew |
$1.67M - $1.71M
|
91.3K
$1.73M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
88.8KNew |
$1.63M - $1.66M
|
88.8K
$1.68M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
59.6K+ 5.12% |
$1.09M - $1.12M
|
1.23M
$23.2M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
56.8K+ 31.1% |
$1.04M - $1.06M
|
239K
$4.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
55.3K+ 36.6% |
$1.01M - $1.04M
|
206K
$3.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
48.2K+ 213.36% |
$884K - $903K
|
70.8K
$1.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
46.4K+ 30.78% |
$851K - $870K
|
197K
$3.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
45.9KNew |
$842K - $861K
|
45.9K
$869K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
33.2KNew |
$610K - $623K
|
33.2K
$630K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
22.9K+ 29.71% |
$420K - $430K
|
100K
$1.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
20KNew |
$367K - $375K
|
20K
$379K
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
17.8K+ 8.5% |
$327K - $334K
|
227K
$4.3M
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
17KNew |
$312K - $319K
|
17K
$322K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
12.4K+ 65.81% |
$227K - $232K
|
31.2K
$590K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11.9KNew |
$219K - $224K
|
11.9K
$226K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
11.9K+ 28.63% |
$218K - $222K
|
53.3K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.5KNew |
$193K - $197K
|
10.5K
$199K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.2K+ 2.95% |
$188K - $192K
|
358K
$6.78M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
9.39K+ 13.17% |
$172K - $176K
|
80.7K
$1.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
8.11K+ 13.41% |
$149K - $152K
|
68.6K
$1.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
7.98K+ 8.67% |
$146K - $150K
|
100K
$1.89M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.63K+ 9.28% |
$140K - $143K
|
89.9K
$1.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.25K+ 24.74% |
$96.3K - $98.5K
|
26.5K
$502K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.81K+ 5.08% |
$88.1K - $90.1K
|
99.3K
$1.88M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.69KNew |
$49.3K - $50.4K
|
2.69K
$50.9K
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2K+ 80.0% |
$36.7K - $37.5K
|
4.5K
$85.2K
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
1.64K+ 1.47% |
$30.2K - $30.8K
|
113K
$2.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.52K+ 6.73% |
$27.8K - $28.4K
|
24K
$455K
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.35K+ 3.32% |
$24.7K - $25.2K
|
41.9K
$794K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.34K+ 1.72% |
$24.5K - $25.1K
|
79.2K
$1.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.2K+ 1.75% |
$22K - $22.5K
|
69.6K
$1.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1.16K+ 0.76% |
$21.2K - $21.7K
|
153K
$2.9M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
892New |
$16.4K - $16.7K
|
892
$16.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
841+ 3.43% |
$15.4K - $15.8K
|
25.4K
$480K
|
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
720+ 3.29% |
$13.2K - $13.5K
|
22.6K
$428K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
596+ 5.83% |
$10.9K - $11.2K
|
10.8K
$205K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
552+ 8.32% |
$10.1K - $10.4K
|
7.19K
$136K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
457+ 0.61% |
$8.38K - $8.57K
|
75.4K
$1.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
300+ 53.1% |
$5.5K - $5.63K
|
865
$16.4K
|
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
300+ 6.87% |
$5.5K - $5.63K
|
4.67K
$88.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
297+ 0.12% |
$5.45K - $5.57K
|
243K
$4.6M
|