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 08, 2024
Q2 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-4.88K- 9.99% |
$90.6K - $92K
|
44K
$828K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.57K- 22.0% |
$103K - $105K
|
19.7K
$371K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-8.7K- 24.69% |
$161K - $164K
|
26.5K
$500K
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-9.43K- 17.45% |
$175K - $178K
|
44.6K
$840K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-12.6K- 49.63% |
$234K - $238K
|
12.8K
$241K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-13.5K- 52.16% |
$250K - $254K
|
12.4K
$233K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-14.5K- 13.69% |
$269K - $273K
|
91.4K
$1.72M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-18K- 57.64% |
$333K - $339K
|
13.2K
$248K
|
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-19.5K- 52.98% |
$362K - $368K
|
17.3K
$326K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-19.7K- 14.28% |
$366K - $372K
|
118K
$2.23M
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-20.3K- 63.63% |
$376K - $382K
|
11.6K
$218K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-22.2K- 12.16% |
$412K - $419K
|
160K
$3.02M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-22.6K- 20.4% |
$418K - $425K
|
88K
$1.66M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-22.9K- 68.23% |
$425K - $432K
|
10.7K
$201K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-23.3K- 32.63% |
$431K - $438K
|
48K
$904K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-24.1K- 74.55% |
$448K - $455K
|
8.24K
$155K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-38.9K- 5.69% |
$722K - $734K
|
645K
$12.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-43.8K- 11.61% |
$812K - $825K
|
333K
$6.27M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-45.5K- 26.74% |
$845K - $858K
|
125K
$2.35M
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-53.3K- 32.27% |
$988K - $1M
|
112K
$2.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-61.2K- 21.29% |
$1.14M - $1.15M
|
226K
$4.26M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-65K- 5.56% |
$1.21M - $1.23M
|
1.1M
$20.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-67.7K- 11.69% |
$1.26M - $1.28M
|
511K
$9.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-73K- 29.69% |
$1.35M - $1.38M
|
173K
$3.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-75K- 12.99% |
$1.39M - $1.41M
|
502K
$9.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-76.5K- 29.57% |
$1.42M - $1.44M
|
182K
$3.43M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-89.2K- 61.17% |
$1.66M - $1.68M
|
56.6K
$1.07M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-98.9K- 16.08% |
$1.83M - $1.86M
|
516K
$9.71M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-99.4K- 96.74% |
$1.84M - $1.87M
|
3.35K
$63.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-136K- 78.85% |
$2.52M - $2.56M
|
36.4K
$685K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-239K- 66.05% |
$4.44M - $4.51M
|
123K
$2.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-407K- 78.9% |
$7.55M - $7.67M
|
109K
$2.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.18M- 72.73% |
$21.9M - $22.3M
|
443K
$8.34M
|