Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
24.9K+ 14.45% |
$474K - $482K
|
197K
$3.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
22.8K+ 43.53% |
$434K - $441K
|
75.2K
$1.45M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
21.3KNew |
$406K - $413K
|
21.3K
$411K
|
|
|
Oct 07, 2025
Q3 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
12.8K+ 5.33% |
$243K - $246K
|
252K
$4.86M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
9.21K+ 1.25% |
$175K - $178K
|
748K
$14.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
8.88K+ 2.14% |
$169K - $172K
|
424K
$8.18M
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
6.3K+ 10.89% |
$120K - $122K
|
64.2K
$1.24M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.11K+ 5.91% |
$116K - $118K
|
109K
$2.11M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
5.11K+ 4.84% |
$97.3K - $98.8K
|
111K
$2.13M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.36K+ 23.31% |
$44.9K - $45.6K
|
12.5K
$241K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
974+ 0.67% |
$18.5K - $18.8K
|
146K
$2.81M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
93+ 0.93% |
$1.77K - $1.8K
|
10.1K
$194K
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
7+ 1.11% |
$133 - $135
|
636
$12.3K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-36- 0.25% |
$685 - $696
|
14.6K
$281K
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-55- 0.51% |
$1.05K - $1.06K
|
10.8K
$208K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-205- 10.77% |
$3.9K - $3.96K
|
1.7K
$32.7K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-456- 0.97% |
$8.68K - $8.81K
|
46.7K
$900K
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-876- 1.15% |
$16.7K - $16.9K
|
75.3K
$1.45M
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-888- 2.5% |
$16.9K - $17.2K
|
34.6K
$666K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.22K- 0.81% |
$23.3K - $23.7K
|
151K
$2.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.56K- 5.99% |
$29.6K - $30.1K
|
24.4K
$470K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-2.22K- 1.59% |
$42.3K - $43K
|
137K
$2.65M
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-2.44K- 18.65% |
$46.4K - $47.1K
|
10.6K
$205K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.65K- 5.38% |
$88.4K - $89.8K
|
81.7K
$1.58M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-5.57K- 4.35% |
$106K - $108K
|
123K
$2.36M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-17.1K- 32.66% |
$325K - $330K
|
35.2K
$679K
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-65.9K- 32.12% |
$1.25M - $1.27M
|
139K
$2.68M
|