Purchases and Sales Made in Q1 2023 in First Tr ETF Iv LTD Duration I (FSIG)
This table provides information about the institutional ownership of First Tr ETF Iv LTD Duration I (FSIG) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TR ETF IV LTD DURATION I.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.06M+ 74.52% |
$56.7M - $57.9M
|
7.18M
$135M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.62M+ 144.5% |
$48.5M - $49.5M
|
4.43M
$83.5M
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
1.55MNew |
$28.7M - $29.3M
|
1.55M
$29.1M
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.15MNew |
$21.2M - $21.7M
|
1.15M
$21.6M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
688K+ 106.83% |
$12.7M - $13M
|
1.33M
$25.1M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
519K+ 786.01% |
$9.6M - $9.8M
|
585K
$11M
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
228K+ 7.23% |
$4.22M - $4.31M
|
3.38M
$63.6M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
200K+ 24.3% |
$3.7M - $3.78M
|
1.02M
$19.3M
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
193K+ 552.71% |
$3.57M - $3.65M
|
228K
$4.29M
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
146KNew |
$2.7M - $2.75M
|
146K
$2.74M
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
145K+ 1086.99% |
$2.68M - $2.74M
|
158K
$2.98M
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
144KNew |
$2.66M - $2.71M
|
144K
$2.7M
|
|
Apr 13, 2023
Q1 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
137KNew |
$2.54M - $2.59M
|
137K
$2.58M
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
130K+ 176.56% |
$2.42M - $2.47M
|
204K
$3.85M
|
|
Apr 18, 2023
Q1 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
122KNew |
$2.25M - $2.3M
|
122K
$2.29M
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
119KNew |
$2.2M - $2.25M
|
119K
$2.24M
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
117K+ 472.18% |
$2.17M - $2.22M
|
142K
$2.67M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
115KNew |
$2.12M - $2.17M
|
115K
$2.16M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
110KNew |
$2.03M - $2.08M
|
110K
$2.07M
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
107KNew |
$1.97M - $2.02M
|
107K
$2.01M
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
96.1KNew |
$1.78M - $1.82M
|
96.1K
$1.81M
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
94.9KNew |
$1.76M - $1.79M
|
94.9K
$1.79M
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
80.2KNew |
$1.48M - $1.52M
|
80.2K
$1.51M
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
78.1KNew |
$1.45M - $1.48M
|
78.1K
$1.47M
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
67.8K+ 453.78% |
$1.25M - $1.28M
|
82.7K
$1.56M
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
55.5KNew |
$1.03M - $1.05M
|
55.5K
$1.04M
|
|
Oct 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
54.6K+ 101.13% |
$1.01M - $1.03M
|
109K
$2.04M
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
51.2KNew |
$947K - $967K
|
51.2K
$963K
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
50.1KNew |
$928K - $947K
|
50.1K
$943K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
50K+ 55.48% |
$925K - $944K
|
140K
$2.64M
|
|
May 15, 2023
Q1 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
44.9KNew |
$831K - $848K
|
44.9K
$845K
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
44.8KNew |
$829K - $846K
|
44.8K
$842K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
36.5K+ 145812.0% |
$675K - $689K
|
36.5K
$687K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
34.4KNew |
$636K - $649K
|
34.4K
$647K
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
32.9KNew |
$610K - $623K
|
32.9K
$620K
|
|
Apr 06, 2023
Q1 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
31.4KNew |
$582K - $594K
|
31.4K
$591K
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
29.7KNew |
$550K - $562K
|
29.7K
$560K
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
29.1K+ 62.89% |
$539K - $550K
|
75.4K
$1.42M
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
28.4KNew |
$526K - $538K
|
28.4K
$535K
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
27.6K+ 372.89% |
$512K - $523K
|
35.1K
$660K
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
27.6K+ 372.89% |
$512K - $523K
|
35.1K
$660K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
27.5KNew |
$508K - $519K
|
27.5K
$517K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
26.3KNew |
$486K - $496K
|
26.3K
$494K
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
25.6KNew |
$474K - $484K
|
25.6K
$482K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
25.6K+ 69.36% |
$473K - $483K
|
62.4K
$1.17M
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
23.8K+ 29.2% |
$441K - $451K
|
106K
$1.99M
|
|
May 01, 2023
Q1 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
22.2K+ 46.87% |
$410K - $419K
|
69.5K
$1.31M
|
|
May 08, 2023
Q1 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
20.2KNew |
$374K - $382K
|
20.2K
$380K
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
20.1KNew |
$372K - $380K
|
20.1K
$378K
|
|
Apr 17, 2023
Q1 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
20K+ 13.73% |
$371K - $379K
|
166K
$3.12M
|