Purchases and Sales Made in Q4 2024 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 2024. 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 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
4.13K+ 7.87% |
$181K - $189K
|
56.6K
$2.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.3KNew |
$56.9K - $59.4K
|
1.3K
$57.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
193+ 0.81% |
$8.44K - $8.81K
|
24.1K
$1.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-455- 14.72% |
$19.9K - $20.8K
|
2.64K
$116K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.17K- 17.26% |
$51.1K - $53.3K
|
5.6K
$247K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.28K- 47.75% |
$187K - $195K
|
4.68K
$206K
|