Waterloo Capital, L.P. First Tr ETF Iv LTD Duration I Transaction History

Waterloo Capital, L.P.

$1.24 Trillion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 14, 2023	BUY	$18.34 - $18.75 $841,769 - $860,587	45,898 New	45,898 $844 Million

Others Institutions Holding FSIG

# of Institutions

165

Shares Held

47.3M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

10.1M
Shares

$194 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

7.03M
Shares

$135 Million
0.05% of portfolio
Wells Fargo & Company San Francisco, CA

3.23M
Shares

$61.9 Million
0.01% of portfolio
First Trust Advisors LP Wheaton, IL

2.27M
Shares

$43.6 Million
0.04% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.11M
Shares

$40.5 Million
0.01% of portfolio

About FIRST TR ETF IV LTD DURATION I

Ticker FSIG

More about FSIG

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