Purchases and Sales Made in Q1 2023 in First Tr ETF Iv Long Duration (LGOV)
This table provides information about the institutional ownership of First Tr ETF Iv Long Duration (LGOV) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TR ETF IV LONG DURATION .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Gds Wealth Management
|
BUY
|
- |
344KNew |
$7.49M - $7.91M
|
344K
$7.26M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
300KNew |
$6.55M - $6.92M
|
300K
$6.35M
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
140KNew |
$3.04M - $3.22M
|
140K
$2.95M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
124K+ 210.31% |
$2.7M - $2.86M
|
183K
$3.87M
|
|
|
Apr 18, 2023
Q1 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
110K+ 33.11% |
$2.41M - $2.54M
|
444K
$9.37M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
68.1KNew |
$1.48M - $1.57M
|
68.1K
$1.44M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
65.3K+ 181377.78% |
$1.42M - $1.5M
|
65.3K
$1.38M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
53.5KNew |
$1.17M - $1.23M
|
53.5K
$1.13M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
28.9KNew |
$630K - $666K
|
28.9K
$610K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
24.5KNew |
$535K - $566K
|
24.5K
$518K
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
23.5K+ 94.36% |
$511K - $540K
|
48.3K
$1.02M
|
|
|
Oct 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
17.1KNew |
$373K - $394K
|
17.1K
$361K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10K+ 6.97% |
$218K - $231K
|
154K
$3.24M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.65K+ 28.78% |
$210K - $222K
|
43.2K
$911K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
9.5KNew |
$207K - $219K
|
9.5K
$201K
|
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
8.67K+ 47.26% |
$189K - $200K
|
27K
$570K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
7.31K+ 13.91% |
$159K - $168K
|
59.9K
$1.26M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.23KNew |
$26.7K - $28.2K
|
1.23K
$25.9K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
250New |
$5.45K - $5.76K
|
250
$5.28K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
215+ 2.1% |
$4.69K - $4.95K
|
10.5K
$221K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
134New |
$2.92K - $3.09K
|
134
$2.83K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 4.55% |
$21.8 - $23
|
23
$486
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-15- 0.01% |
$327 - $346
|
100K
$2.11M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-38- 10.35% |
$828 - $876
|
329
$6.95K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.08K- 33.65% |
$111K - $117K
|
10K
$211K
|