Nelson, Van Denburg & Campbell Wealth Management Group, LLC First Tr ETF Iv LTD Duration I Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.1 Billion
Q1 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 30, 2024	SELL	$18.23 - $18.98 $62,455 - $65,025	-3,426 Reduced 89.92%	384 $7,000
Q3 2023 Oct 17, 2023	SELL	$18.34 - $18.75 $62,521 - $63,918	-3,409 Reduced 47.22%	3,810 $70,000
Q2 2023 Jul 19, 2023	BUY	$18.6 - $18.93 $114,445 - $116,476	6,153 Added 577.2%	7,219 $134,000
Q1 2023 May 10, 2023	BUY	$18.51 - $18.9 $19,731 - $20,147	1,066 New	1,066 $20,000

Others Institutions Holding FSIG

# of Institutions

141

Shares Held

40.7M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

9.8M
Shares

$184 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

6.08M
Shares

$114 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

2.47M
Shares

$46.2 Million
0.01% of portfolio
First Trust Advisors LP Wheaton, IL

2.21M
Shares

$41.4 Million
0.04% of portfolio
Stifel Financial Corp St. Louis, MO

1.62M
Shares

$30.5 Million
0.04% of portfolio

View Full List

About FIRST TR ETF IV LTD DURATION I

Ticker FSIG

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