Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
279K+ 202.84% |
$5.66M - $6.23M
|
417K
$8.8M
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
271K+ 91.89% |
$5.49M - $6.05M
|
565K
$11.9M
|
|
Nov 08, 2023
Q3 2023
|
Holistic Financial Partners
|
BUY
|
- |
253KNew |
$5.13M - $5.65M
|
253K
$5.34M
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
191K+ 198.57% |
$3.87M - $4.26M
|
287K
$6.06M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
188K+ 54.09% |
$3.82M - $4.2M
|
536K
$11.3M
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
144KNew |
$2.92M - $3.21M
|
144K
$3.04M
|
|
Oct 19, 2023
Q3 2023
|
Gds Wealth Management
|
BUY
|
- |
47.6K+ 12.59% |
$965K - $1.06M
|
425K
$8.98M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
47.5K+ 255.7% |
$964K - $1.06M
|
66.1K
$1.4M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
41.7K+ 25.49% |
$846K - $932K
|
205K
$4.34M
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
39.8K+ 105.8% |
$807K - $888K
|
77.4K
$1.63M
|
|
Nov 14, 2023
Q3 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
39.1KNew |
$793K - $873K
|
39.1K
$826K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
26.9K+ 10.33% |
$545K - $600K
|
287K
$6.06M
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
23.1K+ 2.15% |
$469K - $517K
|
1.1M
$23.3M
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22.4KNew |
$455K - $501K
|
22.4K
$474K
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
21.6KNew |
$437K - $481K
|
21.6K
$455K
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
21.2K+ 223.43% |
$429K - $473K
|
30.6K
$647K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
18.1KNew |
$367K - $404K
|
18.1K
$382K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
17.7K+ 252.37% |
$358K - $395K
|
24.7K
$521K
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
17.3K+ 66.99% |
$351K - $386K
|
43.1K
$911K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15.8KNew |
$320K - $352K
|
15.8K
$333K
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
14.7K+ 181.26% |
$298K - $328K
|
22.8K
$482K
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
13.6KNew |
$276K - $304K
|
13.6K
$288K
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
12.1KNew |
$246K - $271K
|
12.1K
$256K
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
11.1KNew |
$225K - $248K
|
11.1K
$234K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.1K+ 36.81% |
$225K - $248K
|
41.2K
$870K
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
10.4KNew |
$212K - $233K
|
10.4K
$220K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.4KNew |
$211K - $232K
|
10.4K
$219K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
8.67K+ 4311.94% |
$176K - $194K
|
8.87K
$187K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
7.53K+ 1599.36% |
$153K - $168K
|
8K
$169K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.99K+ 25.89% |
$122K - $134K
|
29.1K
$616K
|
|
Oct 17, 2023
Q3 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
4.07K+ 4.11% |
$82.5K - $90.8K
|
103K
$2.17M
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.23K+ 27.39% |
$65.5K - $72.1K
|
15K
$317K
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.13KNew |
$63.6K - $70K
|
3.13K
$66.2K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
2.48KNew |
$50.2K - $55.3K
|
2.48K
$52.3K
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.21K+ 4.26% |
$24.5K - $26.9K
|
29.5K
$623K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
701New |
$14.2K - $15.7K
|
701
$14.8K
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
553+ 2513.64% |
$11.2K - $12.3K
|
575
$12.1K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
305+ 6.28% |
$6.19K - $6.81K
|
5.16K
$109K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
199+ 0.2% |
$4.04K - $4.44K
|
100K
$2.12M
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
196+ 0.28% |
$3.97K - $4.38K
|
70.7K
$1.49M
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
124+ 9.06% |
$2.51K - $2.77K
|
1.49K
$31.5K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
105New |
$2.13K - $2.34K
|
105
$2.22K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
105New |
$2.13K - $2.34K
|
105
$2.22K
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
77+ 55.0% |
$1.56K - $1.72K
|
217
$4.58K
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
34+ 0.18% |
$690 - $759
|
18.6K
$393K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
26+ 7.03% |
$527 - $581
|
396
$8.36K
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 50.0% |
$20.3 - $22.3
|
1
$21.1
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-26- 0.04% |
$527 - $581
|
65.1K
$1.37M
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-621- 3.03% |
$12.6K - $13.9K
|
19.8K
$419K
|
|
Oct 19, 2023
Q3 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.24K- 0.25% |
$25.1K - $27.6K
|
485K
$10.2M
|