Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.48M+ 18.24% |
$27M - $28.1M
|
9.61M
$182M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.27M+ 735.67% |
$23.2M - $24.1M
|
1.44M
$27.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.07M+ 518.54% |
$19.5M - $20.3M
|
1.28M
$24.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
443K+ 7.47% |
$8.08M - $8.41M
|
6.38M
$121M
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
BUY
|
- |
360KNew |
$6.57M - $6.84M
|
360K
$6.83M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
291KNew |
$5.3M - $5.52M
|
291K
$5.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
218K+ 17.83% |
$3.98M - $4.15M
|
1.44M
$27.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
169KNew |
$3.08M - $3.21M
|
169K
$3.2M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
160KNew |
$2.91M - $3.03M
|
160K
$3.02M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
145KNew |
$2.64M - $2.75M
|
145K
$2.75M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
107K+ 120.79% |
$1.95M - $2.04M
|
196K
$3.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
98.1KNew |
$1.79M - $1.86M
|
98.1K
$1.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
97.1K+ 9.09% |
$1.77M - $1.84M
|
1.17M
$22.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
96.2K+ 96.11% |
$1.75M - $1.83M
|
196K
$3.72M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
87.4K+ 150.5% |
$1.59M - $1.66M
|
145K
$2.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
79.6K+ 14.07% |
$1.45M - $1.51M
|
645K
$12.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
76.6K+ 52.58% |
$1.4M - $1.45M
|
222K
$4.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
71.7K+ 20.03% |
$1.31M - $1.36M
|
430K
$8.14M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
64.1K+ 92.04% |
$1.17M - $1.22M
|
134K
$2.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
54.1KNew |
$985K - $1.03M
|
54.1K
$1.02M
|
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
50.2KNew |
$916K - $953K
|
50.2K
$951K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
47KNew |
$857K - $892K
|
47K
$890K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
45.5K+ 180.92% |
$830K - $864K
|
70.7K
$1.34M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
41.6K+ 22.81% |
$758K - $789K
|
224K
$4.24M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
41.3KNew |
$753K - $784K
|
41.3K
$783K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
40.2K+ 200.92% |
$732K - $762K
|
60.2K
$1.14M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
38.7K+ 16.17% |
$706K - $735K
|
278K
$5.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
37.6KNew |
$685K - $714K
|
37.6K
$712K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
35.8K+ 53.52% |
$653K - $680K
|
103K
$1.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
33.1K+ 2.72% |
$604K - $629K
|
1.25M
$23.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
BUY
|
- |
26.5K+ 170.24% |
$482K - $502K
|
42K
$796K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
24.2K+ 5.76% |
$441K - $460K
|
444K
$8.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
19.4K+ 76.57% |
$354K - $368K
|
44.8K
$848K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
18KNew |
$329K - $342K
|
18K
$341K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
17.9K+ 241.06% |
$326K - $339K
|
25.3K
$479K
|
|
|
Feb 07, 2024
Q4 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
17.8KNew |
$325K - $338K
|
17.8K
$338K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
16.8KNew |
$306K - $319K
|
16.8K
$318K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
16.4KNew |
$299K - $311K
|
16.4K
$310K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
14.6K+ 14.63% |
$267K - $278K
|
115K
$2.17M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
14.6K+ 7.76% |
$266K - $277K
|
202K
$3.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14K+ 132.95% |
$255K - $266K
|
24.5K
$464K
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
13.7KNew |
$250K - $261K
|
13.7K
$260K
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
12.6KNew |
$230K - $239K
|
12.6K
$239K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
11.3K+ 3.13% |
$205K - $214K
|
371K
$7.02M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
11KNew |
$201K - $210K
|
11K
$209K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.7K+ 2.96% |
$195K - $203K
|
372K
$7.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
10.6K+ 32.04% |
$194K - $202K
|
43.9K
$831K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
9.5K+ 20.99% |
$173K - $180K
|
54.8K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
9.5K+ 20.99% |
$173K - $180K
|
54.8K
$1.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7.28K+ 13.66% |
$133K - $138K
|
60.6K
$1.15M
|