Purchases and Sales Made in Q1 2024 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 2024. 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 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
860K+ 418.06% |
$18.1M - $19M
|
1.07M
$22.5M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
846K+ 153.89% |
$17.8M - $18.7M
|
1.4M
$29.5M
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
846K+ 0.0% |
$17.8M - $18.7M
|
846K
$17.9M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
846K+ 0.0% |
$17.8M - $18.7M
|
846K
$17.9M
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
416K+ 546.8% |
$8.77M - $9.21M
|
493K
$10.4M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
405K+ 78.36% |
$8.53M - $8.96M
|
921K
$19.5M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
312K+ 272.37% |
$6.57M - $6.9M
|
426K
$9.01M
|
|
May 13, 2024
Q1 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
278KNew |
$5.85M - $6.15M
|
278K
$5.87M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
275K+ 51.91% |
$5.79M - $6.08M
|
804K
$17M
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
242K+ 76.66% |
$5.1M - $5.35M
|
558K
$11.8M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
241K+ 63.34% |
$5.07M - $5.33M
|
621K
$13.1M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
210K+ 54.2% |
$4.42M - $4.64M
|
597K
$12.6M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
194K+ 35.67% |
$4.08M - $4.29M
|
738K
$15.6M
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
185K+ 209.41% |
$3.89M - $4.09M
|
273K
$5.77M
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
119K+ 156.77% |
$2.5M - $2.63M
|
194K
$4.11M
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
101KNew |
$2.14M - $2.24M
|
101K
$2.14M
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
97.5KNew |
$2.05M - $2.16M
|
97.5K
$2.06M
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
BUY
|
- |
93.6K+ 19.56% |
$1.97M - $2.07M
|
572K
$12.1M
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
93.1KNew |
$1.96M - $2.06M
|
93.1K
$1.97M
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
83.8K+ 272.35% |
$1.76M - $1.85M
|
115K
$2.42M
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
83.3K+ 16.35% |
$1.75M - $1.84M
|
593K
$12.5M
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
79.3KNew |
$1.67M - $1.75M
|
79.3K
$1.67M
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
72.4K+ 181.87% |
$1.52M - $1.6M
|
112K
$2.37M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
57.3K+ 19.83% |
$1.21M - $1.27M
|
346K
$7.32M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
51.6K+ 26.32% |
$1.09M - $1.14M
|
248K
$5.23M
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
50.3K+ 142.92% |
$1.06M - $1.11M
|
85.5K
$1.81M
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
47.3K+ 290.08% |
$996K - $1.05M
|
63.6K
$1.34M
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
46.4KNew |
$977K - $1.03M
|
46.4K
$980K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
46K+ 251.83% |
$970K - $1.02M
|
64.3K
$1.36M
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
43.8KNew |
$923K - $970K
|
43.8K
$926K
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
35.6KNew |
$750K - $788K
|
35.6K
$752K
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
34.8KNew |
$734K - $771K
|
34.8K
$736K
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
33.8KNew |
$712K - $748K
|
33.8K
$714K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
33.4K+ 16.07% |
$704K - $740K
|
242K
$5.1M
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
32.1K+ 5.48% |
$676K - $710K
|
618K
$13.1M
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
25K+ 56.38% |
$526K - $553K
|
69.3K
$1.46M
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
24.3K+ 135.25% |
$513K - $539K
|
42.3K
$894K
|
|
Apr 23, 2024
Q1 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
24.1KNew |
$508K - $534K
|
24.1K
$510K
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
BUY
|
- |
22.4KNew |
$472K - $496K
|
22.4K
$473K
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
20.3K+ 128.52% |
$428K - $450K
|
36.1K
$763K
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
19.9KNew |
$418K - $440K
|
19.9K
$420K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
16.5K+ 618.29% |
$347K - $364K
|
19.1K
$404K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.4K+ 7.87% |
$324K - $340K
|
211K
$4.46M
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
12.4K+ 6.35% |
$262K - $275K
|
208K
$4.4M
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
12KNew |
$252K - $265K
|
12K
$253K
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
11.6KNew |
$244K - $256K
|
11.6K
$245K
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
11.4KNew |
$239K - $252K
|
11.4K
$240K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
11.3KNew |
$237K - $249K
|
11.3K
$238K
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
10.3KNew |
$217K - $228K
|
10.3K
$218K
|
|
Apr 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
10.1KNew |
$212K - $223K
|
10.1K
$213K
|