Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.95K+ 1.24% |
$61.3K - $66.4K
|
241K
$5.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
2.89K+ 4.83% |
$60.1K - $65.1K
|
62.8K
$1.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2.58K+ 121.17% |
$53.6K - $58K
|
4.71K
$101K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.5K+ 30.76% |
$51.9K - $56.2K
|
10.6K
$228K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
2.26K+ 9.4% |
$46.8K - $50.7K
|
26.2K
$562K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.23K+ 24.43% |
$46.2K - $50.1K
|
11.3K
$243K
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
2.16K+ 1.82% |
$44.9K - $48.6K
|
121K
$2.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.14K+ 5.43% |
$44.3K - $48K
|
41.4K
$888K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
2.03KNew |
$42.2K - $45.7K
|
2.03K
$43.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
1.63K+ 10.06% |
$33.9K - $36.7K
|
17.8K
$382K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.51K+ 588.72% |
$31.4K - $34K
|
1.77K
$37.9K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.35K+ 4.92% |
$28.1K - $30.4K
|
28.9K
$619K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.1K+ 7.0% |
$22.8K - $24.7K
|
16.8K
$360K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.01K+ 6.32% |
$20.9K - $22.6K
|
16.9K
$363K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
967+ 41.56% |
$20.1K - $21.7K
|
3.29K
$70.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
957New |
$19.9K - $21.5K
|
957
$20.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
956+ 0.89% |
$19.8K - $21.5K
|
108K
$2.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
146New |
$3.03K - $3.28K
|
146
$3.13K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
126+ 0.32% |
$2.61K - $2.83K
|
40.1K
$858K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
84New |
$1.74K - $1.89K
|
84
$1.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
79+ 3.15% |
$1.64K - $1.78K
|
2.59K
$55.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
43New |
$892 - $967
|
43
$921
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
38+ 13.24% |
$789 - $855
|
325
$6.96K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
21New |
$436 - $472
|
21
$450
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
21+ 1.0% |
$436 - $472
|
2.13K
$45.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
9+ 1.01% |
$187 - $202
|
897
$19.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
8+ 0.5% |
$166 - $180
|
1.61K
$34.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-73- 0.18% |
$1.51K - $1.64K
|
41.3K
$885K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-132- 1.18% |
$2.74K - $2.97K
|
11K
$236K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-222- 0.33% |
$4.61K - $4.99K
|
66.9K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-337- 2.52% |
$6.99K - $7.58K
|
13K
$279K
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-580- 1.45% |
$12K - $13K
|
39.4K
$845K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-770- 5.37% |
$16K - $17.3K
|
13.6K
$291K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-891- 5.22% |
$18.5K - $20K
|
16.2K
$346K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.19K- 2.13% |
$24.6K - $26.7K
|
54.6K
$1.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.2K- 2.5% |
$24.9K - $27K
|
46.9K
$1M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.92K- 5.26% |
$39.9K - $43.2K
|
34.6K
$742K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.84K- 5.86% |
$58.9K - $63.8K
|
45.6K
$976K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.09K- 6.64% |
$64.2K - $69.6K
|
43.5K
$933K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.37K- 20.55% |
$70K - $75.9K
|
13K
$279K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-3.51K- 50.53% |
$72.7K - $78.8K
|
3.43K
$73.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-3.81K- 0.56% |
$79.1K - $85.7K
|
671K
$14.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
SELL
|
- |
-4.23K- 26.33% |
$87.7K - $95K
|
11.8K
$253K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.47K- 13.67% |
$92.8K - $101K
|
28.3K
$606K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-6.15K- 51.62% |
$128K - $138K
|
5.76K
$124K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.84K- 9.82% |
$163K - $176K
|
72K
$1.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-9.67K- 7.87% |
$201K - $217K
|
113K
$2.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.98K- 9.11% |
$207K - $224K
|
99.5K
$2.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-12.8K- 13.96% |
$265K - $287K
|
78.7K
$1.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-16.1K- 11.75% |
$335K - $363K
|
121K
$2.6M
|