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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.32K+ 4.72% |
$80.2K - $81.5K
|
95.9K
$1.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
BUY
|
- |
3.45K+ 8.21% |
$64K - $65K
|
45.5K
$856K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
2.5K+ 9.31% |
$46.4K - $47.1K
|
29.3K
$552K
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2.5K+ 55.56% |
$46.4K - $47.1K
|
7K
$132K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.27K+ 9.08% |
$42.2K - $42.8K
|
27.3K
$514K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.07K+ 10.35% |
$38.3K - $39K
|
22K
$415K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.83KNew |
$34K - $34.5K
|
1.83K
$34.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.83K+ 16.15% |
$33.9K - $34.4K
|
13.1K
$247K
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.4K+ 6.75% |
$26K - $26.4K
|
22.1K
$417K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
967+ 3.43% |
$17.9K - $18.2K
|
29.2K
$549K
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
845+ 4.86% |
$15.7K - $15.9K
|
18.2K
$343K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
760+ 5.17% |
$14.1K - $14.3K
|
15.5K
$291K
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
750+ 5.02% |
$13.9K - $14.1K
|
15.7K
$295K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
650+ 25.24% |
$12.1K - $12.3K
|
3.23K
$60.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
615New |
$11.4K - $11.6K
|
615
$11.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
388+ 24.7% |
$7.2K - $7.31K
|
1.96K
$36.9K
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
381+ 0.29% |
$7.07K - $7.18K
|
134K
$2.52M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
340New |
$6.31K - $6.41K
|
340
$6.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
316+ 0.28% |
$5.86K - $5.96K
|
112K
$2.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
286New |
$5.31K - $5.39K
|
286
$5.38K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
286+ 37.93% |
$5.31K - $5.39K
|
1.04K
$19.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
273+ 1.02% |
$5.06K - $5.15K
|
26.9K
$507K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
259New |
$4.8K - $4.88K
|
259
$4.87K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
156New |
$2.89K - $2.94K
|
156
$2.94K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
102+ 0.15% |
$1.89K - $1.92K
|
68K
$1.28M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
54New |
$1K - $1.02K
|
54
$1.02K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
14+ 0.08% |
$260 - $264
|
17.5K
$329K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4+ 0.88% |
$74.2 - $75.4
|
458
$8.62K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-4- 0.96% |
$74.2 - $75.4
|
411
$7.74K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-24- 0.74% |
$445 - $452
|
3.23K
$60.8K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-164- 4.82% |
$3.04K - $3.09K
|
3.24K
$61K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-235- 0.42% |
$4.36K - $4.43K
|
55.5K
$1.04M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-238- 6.02% |
$4.41K - $4.49K
|
3.72K
$70K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-352- 3.81% |
$6.53K - $6.64K
|
8.89K
$167K
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-544- 3.92% |
$10.1K - $10.3K
|
13.3K
$251K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-553- 5.67% |
$10.3K - $10.4K
|
9.2K
$173K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-591- 21.16% |
$11K - $11.1K
|
2.2K
$41.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-670- 5.03% |
$12.4K - $12.6K
|
12.6K
$238K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-672- 8.37% |
$12.5K - $12.7K
|
7.35K
$138K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-707- 1.9% |
$13.1K - $13.3K
|
36.4K
$686K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-712- 45.94% |
$13.2K - $13.4K
|
838
$15.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-959- 2.35% |
$17.8K - $18.1K
|
39.9K
$751K
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-981- 7.99% |
$18.2K - $18.5K
|
11.3K
$213K
|
|
|
Jul 11, 2024
Q2 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.05K- 3.19% |
$19.5K - $19.8K
|
32K
$601K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.13K- 8.33% |
$21K - $21.4K
|
12.5K
$235K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-2.55K- 6.8% |
$47.3K - $48K
|
35K
$658K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.22K- 13.59% |
$59.7K - $60.7K
|
20.5K
$385K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.25K- 7.11% |
$78.7K - $80K
|
55.5K
$1.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-4.63K- 17.34% |
$85.9K - $87.3K
|
22.1K
$416K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.8K- 8.07% |
$88.9K - $90.4K
|
54.6K
$1.03M
|