Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.07M+ 10.94% |
$20.2M - $20.6M
|
10.9M
$210M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
869KNew |
$16.3M - $16.7M
|
869K
$16.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
515KNew |
$9.68M - $9.9M
|
515K
$9.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
355K+ 5.19% |
$6.67M - $6.82M
|
7.18M
$138M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
289K+ 10.59% |
$5.43M - $5.55M
|
3.01M
$58.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
272KNew |
$5.12M - $5.23M
|
272K
$5.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
225K+ 50.41% |
$4.23M - $4.33M
|
672K
$13M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
220KNew |
$4.14M - $4.23M
|
220K
$4.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
220K+ 27.44% |
$4.13M - $4.22M
|
1.02M
$19.7M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
195K+ 7.51% |
$3.67M - $3.75M
|
2.79M
$53.8M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
162KNew |
$3.05M - $3.12M
|
162K
$3.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
162K+ 9.8% |
$3.04M - $3.11M
|
1.81M
$34.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
148KNew |
$2.78M - $2.85M
|
148K
$2.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
147K+ 816.42% |
$2.76M - $2.82M
|
165K
$3.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
135KNew |
$2.54M - $2.6M
|
135K
$2.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
124K+ 36.1% |
$2.33M - $2.39M
|
468K
$9.02M
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
104KNew |
$1.95M - $1.99M
|
104K
$2M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
88.3K+ 5.31% |
$1.66M - $1.7M
|
1.75M
$33.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
79.1K+ 5.48% |
$1.49M - $1.52M
|
1.52M
$29.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
78.6K+ 564.86% |
$1.48M - $1.51M
|
92.5K
$1.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
59.4K+ 15.29% |
$1.12M - $1.14M
|
448K
$8.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
47.5K+ 10.56% |
$893K - $913K
|
497K
$9.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
35.9K+ 11.88% |
$675K - $690K
|
338K
$6.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
31K+ 147.53% |
$583K - $597K
|
52K
$1M
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
30.6KNew |
$576K - $589K
|
30.6K
$591K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
26.8KNew |
$504K - $515K
|
26.8K
$516K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
25.6KNew |
$482K - $493K
|
25.6K
$494K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
22.3KNew |
$420K - $429K
|
22.3K
$430K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
21.9K+ 60.63% |
$412K - $422K
|
58.1K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
21K+ 19.64% |
$395K - $404K
|
128K
$2.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
20.8K+ 83.67% |
$391K - $400K
|
45.6K
$879K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
20.7K+ 2.5% |
$390K - $399K
|
852K
$16.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
20.5K+ 17.06% |
$384K - $393K
|
140K
$2.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
19.9K+ 22.67% |
$375K - $384K
|
108K
$2.08M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
19.6K+ 26.28% |
$368K - $376K
|
93.9K
$1.81M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
19.2K+ 15.1% |
$362K - $370K
|
147K
$2.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
17.9K+ 26.9% |
$337K - $345K
|
84.6K
$1.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15.4KNew |
$289K - $296K
|
15.4K
$297K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
15.1KNew |
$283K - $290K
|
15.1K
$291K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14.7KNew |
$276K - $282K
|
14.7K
$283K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
14.6KNew |
$274K - $280K
|
14.6K
$281K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
14.5K+ 19.21% |
$272K - $278K
|
89.9K
$1.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
13.5KNew |
$253K - $259K
|
13.5K
$259K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
11.7K+ 9.65% |
$220K - $225K
|
133K
$2.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.7K+ 85.7% |
$219K - $224K
|
25.3K
$487K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.4KNew |
$196K - $201K
|
10.4K
$201K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.37K+ 28.0% |
$176K - $180K
|
42.8K
$825K
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
9.37K+ 4.26% |
$176K - $180K
|
229K
$4.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.31K+ 26.78% |
$175K - $179K
|
44.1K
$849K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
8.72K+ 1.71% |
$164K - $168K
|
517K
$9.97M
|