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 04, 2025
Q4 2024
|
Holistic Financial Partners
|
SELL
|
- |
-16.9K- 6.7% |
$351K - $380K
|
235K
$5.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-20.5K- 30.59% |
$426K - $462K
|
46.6K
$999K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-20.9K- 16.33% |
$435K - $471K
|
107K
$2.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-21.4K- 57.67% |
$445K - $482K
|
15.7K
$337K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-26.8K- 23.19% |
$555K - $602K
|
88.6K
$1.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-35.3K- 32.2% |
$733K - $795K
|
74.4K
$1.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-39.5K- 3.69% |
$820K - $888K
|
1.03M
$22.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-41K- 3.63% |
$850K - $922K
|
1.09M
$23.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-54.3K- 70.24% |
$1.13M - $1.22M
|
23K
$493K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-72K- 9.86% |
$1.49M - $1.62M
|
658K
$14.1M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-81.3K- 8.66% |
$1.69M - $1.83M
|
857K
$18.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-122K- 58.78% |
$2.53M - $2.75M
|
85.6K
$1.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-173K- 79.62% |
$3.59M - $3.89M
|
44.3K
$949K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-332K- 33.97% |
$6.89M - $7.47M
|
646K
$13.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-545K- 59.5% |
$11.3M - $12.3M
|
371K
$7.95M
|