Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.08MNew |
$23.8M - $25.1M
|
1.08M
$22.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
503KNew |
$11.1M - $11.7M
|
503K
$10.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
414K+ 608.19% |
$9.15M - $9.64M
|
482K
$10.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
295KNew |
$6.51M - $6.86M
|
295K
$6.22M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
260KNew |
$5.74M - $6.06M
|
260K
$5.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
255KNew |
$5.64M - $5.95M
|
255K
$5.39M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
251KNew |
$5.54M - $5.84M
|
251K
$5.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
250K+ 83.1% |
$5.51M - $5.81M
|
550K
$11.6M
|
|
|
Jul 28, 2023
Q2 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
200KNew |
$4.42M - $4.66M
|
200K
$4.23M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
165K+ 90.06% |
$3.64M - $3.84M
|
348K
$7.35M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
139KNew |
$3.06M - $3.23M
|
139K
$2.93M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
138KNew |
$3.04M - $3.2M
|
138K
$2.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
110K+ 205.83% |
$2.43M - $2.56M
|
164K
$3.46M
|
|
|
Jul 27, 2023
Q2 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
98.9KNew |
$2.18M - $2.3M
|
98.9K
$2.09M
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
96KNew |
$2.12M - $2.24M
|
96K
$2.03M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
72.3K+ 110.61% |
$1.6M - $1.68M
|
138K
$2.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
70.5KNew |
$1.56M - $1.64M
|
70.5K
$1.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
51.9KNew |
$1.15M - $1.21M
|
51.9K
$1.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
43K+ 30.81% |
$950K - $1M
|
183K
$3.86M
|
|
|
Jul 17, 2023
Q2 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
42.9K+ 9.66% |
$946K - $998K
|
486K
$10.3M
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
38.2K+ 79.15% |
$844K - $890K
|
86.6K
$1.83M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
37.6KNew |
$830K - $875K
|
37.6K
$794K
|
|
|
Jul 27, 2023
Q2 2023
|
Gds Wealth Management
|
BUY
|
- |
34.3K+ 9.98% |
$757K - $798K
|
378K
$7.98M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
30.1KNew |
$665K - $701K
|
30.1K
$636K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
28.3KNew |
$625K - $659K
|
28.3K
$598K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.4KNew |
$539K - $568K
|
24.4K
$515K
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
20.5KNew |
$452K - $476K
|
20.5K
$432K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
19.6KNew |
$433K - $457K
|
19.6K
$414K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
18.6KNew |
$410K - $433K
|
18.6K
$392K
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
18.6KNew |
$410K - $432K
|
18.6K
$392K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.8K+ 157.99% |
$349K - $368K
|
25.8K
$546K
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
11.8KNew |
$260K - $274K
|
11.8K
$249K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
9.48KNew |
$209K - $221K
|
9.48K
$200K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
8.11KNew |
$179K - $189K
|
8.11K
$171K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6.87K+ 5126.87% |
$152K - $160K
|
7K
$148K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
5.22K+ 8.72% |
$115K - $122K
|
65.1K
$1.37M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.63K+ 296.08% |
$80.2K - $84.5K
|
4.86K
$103K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
2.2KNew |
$48.6K - $51.2K
|
2.2K
$46.5K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.37KNew |
$30.2K - $31.9K
|
1.37K
$28.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1K+ 0.65% |
$22.1K - $23.3K
|
155K
$3.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
396+ 3.78% |
$8.74K - $9.22K
|
10.9K
$229K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
370New |
$8.17K - $8.61K
|
370
$7.81K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
201New |
$4.44K - $4.68K
|
201
$4.25K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
142+ 43.16% |
$3.14K - $3.31K
|
471
$9.95K
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
140New |
$3.09K - $3.26K
|
140
$2.96K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8+ 0.03% |
$177 - $186
|
28.9K
$611K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 100.0% |
$22.1 - $23.3
|
2
$42.2
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 4.35% |
$22.1 - $23.3
|
22
$465
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-130- 0.53% |
$2.87K - $3.03K
|
24.4K
$516K
|
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
SELL
|
- |
-629- 0.84% |
$13.9K - $14.6K
|
74.1K
$1.57M
|