Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.18M+ 26.56% |
$21.9M - $22.3M
|
5.61M
$106M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.17MNew |
$21.7M - $22.1M
|
1.17M
$22.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
1.13MNew |
$21M - $21.3M
|
1.13M
$21.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
856K+ 11.92% |
$15.9M - $16.2M
|
8.03M
$152M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
716K+ 651.27% |
$13.3M - $13.5M
|
825K
$15.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
334KNew |
$6.21M - $6.32M
|
334K
$6.33M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
313K+ 911.67% |
$5.83M - $5.93M
|
348K
$6.58M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
212K+ 36.27% |
$3.94M - $4.01M
|
797K
$15.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
184K+ 16.01% |
$3.42M - $3.48M
|
1.33M
$25.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
159K+ 505.65% |
$2.96M - $3.01M
|
190K
$3.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
151KNew |
$2.81M - $2.86M
|
151K
$2.86M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
115KNew |
$2.13M - $2.17M
|
115K
$2.17M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
84.3K+ 105.17% |
$1.57M - $1.6M
|
164K
$3.12M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
82.2KNew |
$1.53M - $1.56M
|
82.2K
$1.56M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
77.2KNew |
$1.44M - $1.46M
|
77.2K
$1.46M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
75.7K+ 5.68% |
$1.41M - $1.43M
|
1.41M
$26.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
70.3K+ 255.97% |
$1.31M - $1.33M
|
97.7K
$1.85M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
67.4K+ 47.48% |
$1.25M - $1.28M
|
209K
$3.97M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
62.3K+ 209.43% |
$1.16M - $1.18M
|
92K
$1.74M
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
55.8KNew |
$1.04M - $1.06M
|
55.8K
$1.06M
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
54.9KNew |
$1.02M - $1.04M
|
54.9K
$1.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
52.1KNew |
$969K - $986K
|
52.1K
$986K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
46.4K+ 20.34% |
$862K - $878K
|
274K
$5.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
39.8KNew |
$740K - $753K
|
39.8K
$754K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
39.8KNew |
$740K - $753K
|
39.8K
$753K
|
|
|
Jul 20, 2023
Q2 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
39.7K+ 196.52% |
$739K - $752K
|
59.9K
$1.14M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
38.3K+ 18.72% |
$712K - $724K
|
243K
$4.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
37.8K+ 100.44% |
$703K - $715K
|
75.4K
$1.43M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
36.3K+ 48.13% |
$675K - $687K
|
112K
$2.12M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
34.8KNew |
$647K - $659K
|
34.8K
$659K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
33.6K+ 313.81% |
$625K - $636K
|
44.3K
$840K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
33.3K+ 116.95% |
$619K - $630K
|
61.7K
$1.17M
|
|
|
Jul 13, 2023
Q2 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
30K+ 24.67% |
$559K - $569K
|
152K
$2.88M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
28.5K+ 43.26% |
$531K - $540K
|
94.5K
$1.79M
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
27.3KNew |
$507K - $516K
|
27.3K
$517K
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
26.5K+ 59.28% |
$494K - $502K
|
71.3K
$1.35M
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
24.7K+ 44.44% |
$459K - $467K
|
80.1K
$1.52M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
24.3K+ 15.38% |
$453K - $461K
|
183K
$3.46M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
24.3K+ 115.48% |
$451K - $459K
|
45.3K
$857K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
24.3K+ 115.48% |
$451K - $459K
|
45.3K
$857K
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
24.1K+ 16.76% |
$448K - $456K
|
168K
$3.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
22.6KNew |
$420K - $427K
|
22.6K
$428K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
21.3K+ 106.04% |
$397K - $404K
|
41.4K
$785K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
21.1KNew |
$393K - $400K
|
21.1K
$400K
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
20.5K+ 40.08% |
$381K - $388K
|
71.7K
$1.36M
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
17.8KNew |
$331K - $337K
|
17.8K
$337K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
16.9K+ 17.58% |
$314K - $320K
|
113K
$2.14M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
15.2K+ 104.67% |
$283K - $288K
|
29.7K
$563K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
14.7K+ 23.62% |
$274K - $279K
|
77.1K
$1.46M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
13.5K+ 107.32% |
$251K - $256K
|
26.1K
$494K
|