Purchases and Sales Made in Q4 2023 in First Tr Exc Traded Fd Iv High (HISF)
This table provides information about the institutional ownership of First Tr Exc Traded Fd Iv High (HISF) during Q4 2023. The information is specifically focused on institutions that hold shares of FIRST TR EXC TRADED FD IV HIGH.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
43.1KNew |
$1.8M - $1.94M
|
43.1K
$1.91M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24.6KNew |
$1.03M - $1.11M
|
24.6K
$1.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
7.49KNew |
$313K - $337K
|
7.49K
$331K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
6.5KNew |
$271K - $292K
|
6.5K
$287K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.27K+ 8.96% |
$262K - $282K
|
76.2K
$3.37M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.62KNew |
$235K - $253K
|
5.62K
$248K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.93K+ 43.65% |
$206K - $222K
|
16.2K
$716K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.61KNew |
$193K - $207K
|
4.61K
$204K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
1.82K+ 502.76% |
$76K - $81.9K
|
2.18K
$96.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
612+ 2.09% |
$25.6K - $27.5K
|
29.9K
$1.32M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
531+ 6.94% |
$22.2K - $23.9K
|
8.18K
$361K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
425New |
$17.7K - $19.1K
|
425
$18.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
321+ 0.55% |
$13.4K - $14.4K
|
58.9K
$2.6M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
241New |
$10.1K - $10.8K
|
241
$10.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$41.8 - $45
|
1
$44.2
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 50.0% |
$41.8 - $45
|
1
$44.2
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-105- 20.55% |
$4.38K - $4.72K
|
406
$17.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-250- 4.3% |
$10.4K - $11.2K
|
5.56K
$246K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-258- 3.47% |
$10.8K - $11.6K
|
7.18K
$317K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-340- 3.38% |
$14.2K - $15.3K
|
9.71K
$429K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-575- 3.02% |
$24K - $25.9K
|
18.5K
$816K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.02K- 6.87% |
$42.5K - $45.8K
|
13.8K
$611K
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-1.4K- 16.4% |
$58.5K - $63K
|
7.14K
$315K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.98K- 24.9% |
$82.5K - $88.9K
|
5.96K
$263K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.5K- 9.17% |
$104K - $113K
|
24.8K
$1.1M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.4K- 34.07% |
$225K - $243K
|
10.4K
$462K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.72K- 55.26% |
$239K - $257K
|
4.64K
$205K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.12K- 47.16% |
$256K - $275K
|
6.86K
$303K
|