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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.5K+ 26.86% |
$250K - $255K
|
63.6K
$1.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
13.4KNew |
$249K - $254K
|
13.4K
$252K
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
13.2KNew |
$246K - $251K
|
13.2K
$249K
|
|
|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
13.2KNew |
$245K - $250K
|
13.2K
$248K
|
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
12KNew |
$223K - $227K
|
12K
$226K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.7K+ 20.66% |
$218K - $222K
|
68.4K
$1.29M
|
|
|
Jul 12, 2023
Q2 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
11.4K+ 8.3% |
$212K - $215K
|
148K
$2.79M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.8K+ 7.69% |
$200K - $204K
|
151K
$2.84M
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
10.8K+ 11.34% |
$200K - $204K
|
106K
$1.99M
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
10.2KNew |
$190K - $193K
|
10.2K
$192K
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
10.1K+ 85.87% |
$188K - $191K
|
21.9K
$412K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
6.28K+ 5.48% |
$117K - $119K
|
121K
$2.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
6.21K+ 38.06% |
$115K - $118K
|
22.5K
$424K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6.15K+ 577.2% |
$114K - $116K
|
7.22K
$136K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
4.92K+ 4.61% |
$91.5K - $93.1K
|
112K
$2.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
4.37KNew |
$81.2K - $82.6K
|
4.37K
$82.2K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.96K+ 26.54% |
$55K - $56K
|
14.1K
$265K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.61K+ 6.11% |
$48.5K - $49.3K
|
45.2K
$851K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.61K+ 6.11% |
$48.5K - $49.3K
|
45.2K
$851K
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
2.47K+ 7.5% |
$46K - $46.8K
|
35.4K
$666K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.91KNew |
$35.5K - $36.1K
|
1.91K
$35.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.66K+ 4.56% |
$31K - $31.5K
|
38.1K
$718K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.64K+ 178.48% |
$30.5K - $31.1K
|
2.56K
$48.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.62K+ 2.33% |
$30.1K - $30.6K
|
71.1K
$1.34M
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
BUY
|
- |
1.58K+ 9.77% |
$29.4K - $29.9K
|
17.8K
$334K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
1.31K+ 1.24% |
$24.4K - $24.8K
|
107K
$2.01M
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.1KNew |
$20.5K - $20.8K
|
1.1K
$20.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.07KNew |
$19.9K - $20.2K
|
1.07K
$20.1K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
813+ 70.7% |
$15.1K - $15.4K
|
1.96K
$36.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
565New |
$10.5K - $10.7K
|
565
$10.6K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
384+ 9.1% |
$7.14K - $7.27K
|
4.61K
$86.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-6- 0.07% |
$112 - $114
|
8.25K
$155K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-32- 0.12% |
$595 - $606
|
25.6K
$482K
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-79- 0.05% |
$1.47K - $1.5K
|
146K
$2.74M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-196- 49.62% |
$3.65K - $3.71K
|
199
$3.75K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-846- 2.37% |
$15.7K - $16K
|
34.8K
$655K
|
|
|
Jul 10, 2023
Q2 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.2K- 3.52% |
$22.4K - $22.8K
|
33K
$620K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.3K- 6.46% |
$24.2K - $24.6K
|
18.8K
$354K
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.49K- 3.54% |
$27.7K - $28.2K
|
40.6K
$763K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.74K- 6.62% |
$32.3K - $32.9K
|
24.5K
$461K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.16K- 4.05% |
$58.8K - $59.8K
|
74.9K
$1.41M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.4K- 33.9% |
$63.3K - $64.4K
|
6.64K
$125K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.81K- 5.82% |
$89.5K - $91.1K
|
77.9K
$1.47M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-6.71K- 33.32% |
$125K - $127K
|
13.4K
$253K
|
|
|
Jul 12, 2023
Q2 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-7.99K- 10.94% |
$149K - $151K
|
65K
$1.22M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-8.91K- 25.42% |
$166K - $169K
|
26.1K
$492K
|
|
|
Aug 23, 2023
Q2 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-20.7K- 46.13% |
$385K - $392K
|
24.2K
$455K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-105K- 6.81% |
$1.96M - $2M
|
1.44M
$27.2M
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-108K- 3.2% |
$2.01M - $2.05M
|
3.27M
$61.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-522K- 51.03% |
$9.71M - $9.88M
|
501K
$9.43M
|