Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.58M+ 1642192.62% |
$105M - $108M
|
5.58M
$106M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
603K+ 306.36% |
$11.3M - $11.7M
|
800K
$15.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
306K+ 4.69% |
$5.72M - $5.91M
|
6.83M
$129M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
272K+ 115.08% |
$5.09M - $5.26M
|
508K
$9.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
264K+ 18.87% |
$4.94M - $5.1M
|
1.66M
$31.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
252K+ 504.66% |
$4.72M - $4.87M
|
302K
$5.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
163KNew |
$3.05M - $3.14M
|
163K
$3.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
150K+ 5.82% |
$2.81M - $2.9M
|
2.73M
$51.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
124KNew |
$2.31M - $2.39M
|
124K
$2.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
121K+ 54.51% |
$2.27M - $2.34M
|
344K
$6.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
107K+ 25945.99% |
$2M - $2.06M
|
107K
$2.03M
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
94.8K+ 46.64% |
$1.77M - $1.83M
|
298K
$5.65M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
89.6KNew |
$1.68M - $1.73M
|
89.6K
$1.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
66.6K+ 121.86% |
$1.25M - $1.29M
|
121K
$2.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
64.4K+ 16.71% |
$1.21M - $1.24M
|
450K
$8.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
42.8K+ 8.52% |
$801K - $827K
|
545K
$10.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
40.3K+ 95.98% |
$754K - $778K
|
82.3K
$1.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
40.1KNew |
$751K - $775K
|
40.1K
$759K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
39.4K+ 44.74% |
$737K - $761K
|
127K
$2.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
33.8KNew |
$633K - $653K
|
33.8K
$640K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
32.8K+ 9.83% |
$613K - $633K
|
366K
$6.93M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
29.4K+ 5.69% |
$549K - $567K
|
545K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
28.6K+ 61.21% |
$536K - $553K
|
75.4K
$1.43M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
26.6KNew |
$498K - $514K
|
26.6K
$504K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
24.8KNew |
$465K - $480K
|
24.8K
$470K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
24.3K+ 352.63% |
$455K - $470K
|
31.2K
$591K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.2K+ 1.7% |
$452K - $467K
|
1.44M
$27.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
23.7K+ 107.44% |
$444K - $458K
|
45.8K
$867K
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
21.2K+ 46.71% |
$398K - $410K
|
66.7K
$1.26M
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
20.7KNew |
$388K - $400K
|
20.7K
$392K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
20.1K+ 50.5% |
$377K - $389K
|
60K
$1.14M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
19.8K+ 140.56% |
$370K - $382K
|
33.8K
$640K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
18.2K+ 170.81% |
$341K - $352K
|
28.9K
$547K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
18KNew |
$336K - $347K
|
18K
$340K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
16.9K+ 19.36% |
$317K - $327K
|
104K
$1.98M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
16.1K+ 1.46% |
$301K - $311K
|
1.12M
$21.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
15.3KNew |
$287K - $296K
|
15.3K
$290K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
13.8K+ 8817.95% |
$258K - $266K
|
13.9K
$263K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
12.5KNew |
$233K - $241K
|
12.5K
$236K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
12.1KNew |
$226K - $233K
|
12.1K
$228K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.9K+ 29.99% |
$204K - $211K
|
47.3K
$896K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.8K+ 11.95% |
$202K - $209K
|
101K
$1.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.6K+ 11.6% |
$198K - $205K
|
102K
$1.93M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10KNew |
$188K - $194K
|
10K
$190K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10K+ 34.26% |
$187K - $193K
|
39.2K
$742K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
8.9K+ 70.35% |
$167K - $172K
|
21.5K
$408K
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
7.52K+ 6.73% |
$141K - $145K
|
119K
$2.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
7.39K+ 20.28% |
$138K - $143K
|
43.8K
$830K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.04K+ 26.63% |
$132K - $136K
|
33.5K
$634K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.66K+ 3.79% |
$125K - $129K
|
183K
$3.46M
|