Purchases and Sales Made in Q2 2024 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 2024. 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 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
786K+ 35.63% |
$14.6M - $14.8M
|
2.99M
$56.3M
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
453K+ 2697.4% |
$8.4M - $8.53M
|
469K
$8.83M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
437K+ 7.18% |
$8.1M - $8.24M
|
6.52M
$123M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
310K+ 114.08% |
$5.75M - $5.84M
|
582K
$10.9M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
197KNew |
$3.65M - $3.71M
|
197K
$3.71M
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
178K+ 404.96% |
$3.31M - $3.36M
|
223K
$4.19M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
154K+ 41.95% |
$2.86M - $2.91M
|
523K
$9.83M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
110K+ 4.46% |
$2.04M - $2.07M
|
2.58M
$48.5M
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
90.8K+ 30.81% |
$1.68M - $1.71M
|
385K
$7.25M
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
80.6K+ 5.01% |
$1.5M - $1.52M
|
1.69M
$31.8M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
74.8K+ 5.57% |
$1.39M - $1.41M
|
1.42M
$26.7M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
65.8K+ 132.74% |
$1.22M - $1.24M
|
115K
$2.17M
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
50KNew |
$927K - $942K
|
50K
$941K
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
49.2K+ 0.5% |
$913K - $928K
|
9.85M
$185M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
49.2K+ 0.5% |
$913K - $928K
|
9.85M
$185M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
45.9K+ 3.39% |
$851K - $865K
|
1.4M
$26.3M
|
|
Aug 05, 2024
Q2 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
44.4KNew |
$823K - $836K
|
44.4K
$835K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
44.3K+ 6.19% |
$822K - $835K
|
760K
$14.3M
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
39.2KNew |
$728K - $740K
|
39.2K
$738K
|
|
Oct 23, 2024
Q2 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
20.7KNew |
$384K - $390K
|
20.7K
$390K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
20.6K+ 2.63% |
$382K - $388K
|
803K
$15.1M
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
BUY
|
- |
20.2K+ 5.56% |
$375K - $381K
|
384K
$7.22M
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
18.8K+ 67.4% |
$349K - $355K
|
46.8K
$880K
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
16.1K+ 21.66% |
$299K - $303K
|
90.4K
$1.7M
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
16KNew |
$297K - $302K
|
16K
$301K
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
15.7K+ 146.83% |
$292K - $296K
|
26.4K
$497K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.2K+ 56.74% |
$282K - $286K
|
42K
$790K
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
15.2K+ 6.87% |
$282K - $286K
|
236K
$4.45M
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
14.1KNew |
$261K - $265K
|
14.1K
$265K
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
13.4K+ 3.43% |
$248K - $252K
|
402K
$7.57M
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
12.6KNew |
$235K - $238K
|
12.6K
$238K
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
12.2KNew |
$226K - $230K
|
12.2K
$229K
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
12KNew |
$223K - $226K
|
12K
$226K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.3K+ 6.87% |
$210K - $213K
|
176K
$3.31M
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
11.1KNew |
$206K - $209K
|
11.1K
$209K
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
10.5K+ 13.65% |
$195K - $198K
|
87.5K
$1.65M
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
10.4KNew |
$193K - $196K
|
10.4K
$196K
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
10.3KNew |
$190K - $194K
|
10.3K
$193K
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.2KNew |
$189K - $192K
|
10.2K
$192K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.39K+ 24.01% |
$174K - $177K
|
48.5K
$913K
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.1K+ 40.18% |
$169K - $171K
|
31.7K
$597K
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
8.52K+ 4.77% |
$158K - $161K
|
187K
$3.52M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7.96K+ 9.88% |
$148K - $150K
|
88.6K
$1.67M
|
|
Jul 16, 2024
Q2 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
7.42K+ 3.57% |
$138K - $140K
|
215K
$4.04M
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.9KNew |
$128K - $130K
|
6.9K
$130K
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
6.19K+ 15.86% |
$115K - $117K
|
45.2K
$851K
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.49K+ 27.21% |
$102K - $103K
|
25.7K
$483K
|
|
Aug 01, 2024
Q2 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
5.38K+ 2.72% |
$99.9K - $101K
|
203K
$3.83M
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4.74K+ 18.75% |
$87.9K - $89.4K
|
30K
$565K
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
4.4K+ 3.87% |
$81.7K - $83K
|
118K
$2.23M
|