Patriot Financial Group Insurance Agency, LLC First Tr ETF Iv Long Duration Transaction History

Patriot Financial Group Insurance Agency, LLC

$795 Million
Q2 2025

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$20.77 - $22.83 $11,818 - $12,990	569 Added 4.02%	14,726 $329,000
Q2 2024 Jul 26, 2024	BUY	$20.17 - $21.44 $56,274 - $59,817	2,790 Added 24.54%	14,157 $297,000
Q1 2024 Apr 30, 2024	BUY	$21.06 - $22.13 $239,389 - $251,551	11,367 New	11,367 $243,000

Others Institutions Holding LGOV

# of Institutions

136

Shares Held

25.7M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

2.71M
Shares

$58.3 Million
0.02% of portfolio
Comprehensive Wealth Management, LLC Lynnwood, WA

1.58M
Shares

$34 Million
29.44% of portfolio
Morgan Stanley New York, NY

1.45M
Shares

$31.2 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.25M
Shares

$26.9 Million
0.01% of portfolio
Financial Enhancement Group LLC Anderson, IN

1.16M
Shares

$25 Million
4.1% of portfolio

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About FIRST TR ETF IV LONG DURATION

Ticker LGOV
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