Latest Institutional Transactions on First Tr ETF Iv LTD Duration I (FSIG)
This table provides information on the latest institutional transactions involving First Tr ETF Iv LTD Duration I (FSIG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
143+ 1.77% |
$2.69K - $2.75K
|
8.21K
$157K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
6.38KNew |
$120K - $123K
|
6.38K
$122K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
724+ 2.88% |
$13.6K - $13.9K
|
25.9K
$494K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
135KNew |
$2.54M - $2.6M
|
135K
$2.58M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.55K+ 8.1% |
$66.7K - $68.2K
|
47.4K
$905K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
5.48KNew |
$103K - $105K
|
5.48K
$105K
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
104KNew |
$1.95M - $1.99M
|
104K
$1.98M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4+ 0.83% |
$75.2 - $76.9
|
488
$9.32K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-710- 6.35% |
$13.3K - $13.7K
|
10.5K
$200K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
15.1KNew |
$283K - $290K
|
15.1K
$288K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-297- 0.93% |
$5.58K - $5.71K
|
31.5K
$602K
|
|
| Q3 2024 | |||||||
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
10.6KNew |
$199K - $205K
|
10.6K
$203K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-304- 1.94% |
$5.69K - $5.87K
|
15.4K
$294K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-18.4K- 26.02% |
$344K - $355K
|
52.3K
$999K
|
|
|
Nov 12, 2024
Q3 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-30.5K- 68.65% |
$570K - $588K
|
13.9K
$266K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
33.8KNew |
$633K - $653K
|
33.8K
$646K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
771+ 1.75% |
$14.4K - $14.9K
|
44.8K
$855K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.46K+ 9.0% |
$46K - $47.5K
|
29.8K
$569K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10KNew |
$188K - $194K
|
10K
$192K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-375- 11.63% |
$7.02K - $7.25K
|
2.85K
$54.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
973+ 49.67% |
$18.2K - $18.8K
|
2.93K
$56K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-68- 83.95% |
$1.27K - $1.31K
|
13
$248
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
117+ 0.76% |
$2.19K - $2.26K
|
15.6K
$298K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.54KNew |
$104K - $107K
|
5.54K
$106K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.58M+ 1642192.62% |
$105M - $108M
|
5.58M
$107M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-23- 8.04% |
$431 - $444
|
263
$5.02K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-20.8K- 3.58% |
$390K - $403K
|
561K
$10.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
32.8K+ 9.83% |
$613K - $633K
|
366K
$6.99M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.57K+ 95.85% |
$29.4K - $30.3K
|
3.21K
$61.2K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-14.3K- 36.37% |
$267K - $276K
|
25K
$477K
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-18K- 57.64% |
$333K - $339K
|
13.2K
$252K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
54New |
$1K - $1.02K
|
54
$1.03K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
286+ 37.93% |
$5.31K - $5.39K
|
1.04K
$19.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
10.3KNew |
$190K - $194K
|
10.3K
$196K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7.96K+ 9.88% |
$148K - $150K
|
88.6K
$1.69M
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.83KNew |
$34K - $34.5K
|
1.83K
$35K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-24.1K- 74.55% |
$448K - $455K
|
8.24K
$157K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
12.2KNew |
$226K - $230K
|
12.2K
$233K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
615New |
$11.4K - $11.6K
|
615
$11.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-13.5K- 52.16% |
$250K - $254K
|
12.4K
$236K
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2.5K+ 55.56% |
$46.4K - $47.1K
|
7K
$134K
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-544- 3.92% |
$10.1K - $10.3K
|
13.3K
$255K
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-20.3K- 63.63% |
$376K - $382K
|
11.6K
$221K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
11.1KNew |
$206K - $209K
|
11.1K
$212K
|
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-19.5K- 52.98% |
$362K - $368K
|
17.3K
$331K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
24.2KNew |
$453K - $460K
|
24.2K
$462K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-10.4K- 29.79% |
$196K - $199K
|
24.6K
$470K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
530New |
$9.92K - $10.1K
|
530
$10.1K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
48.9KNew |
$915K - $929K
|
48.9K
$934K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
187K+ 417.25% |
$3.5M - $3.55M
|
232K
$4.42M
|
|