Purchases and Sales Made in Q2 2025 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 2025. 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 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
492K+ 7.52% |
$9.23M - $9.41M
|
7.03M
$136M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
466K+ 100.25% |
$8.74M - $8.92M
|
930K
$17.9M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
422K+ 4.17% |
$7.92M - $8.07M
|
10.5M
$203M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
276K+ 12.16% |
$5.19M - $5.29M
|
2.55M
$49.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
272K+ 45.1% |
$5.1M - $5.2M
|
874K
$16.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
269K+ 19.63% |
$5.04M - $5.14M
|
1.64M
$31.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
124K+ 13.69% |
$2.32M - $2.36M
|
1.03M
$19.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
114KNew |
$2.13M - $2.18M
|
114K
$2.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
109K+ 5.15% |
$2.04M - $2.08M
|
2.22M
$42.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
104K+ 61.51% |
$1.94M - $1.98M
|
272K
$5.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
96.3K+ 108.01% |
$1.81M - $1.84M
|
186K
$3.58M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
87.5K+ 10.78% |
$1.64M - $1.68M
|
900K
$17.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
68.8K+ 2.13% |
$1.29M - $1.32M
|
3.3M
$63.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
57.9KNew |
$1.09M - $1.11M
|
57.9K
$1.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
43.3K+ 11.63% |
$813K - $829K
|
416K
$8.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
32.4K+ 23.08% |
$607K - $619K
|
172K
$3.33M
|
|
|
Aug 19, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
30.6KNew |
$575K - $586K
|
30.6K
$591K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
27.2K+ 5.76% |
$511K - $521K
|
501K
$9.65M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
22.6KNew |
$424K - $433K
|
22.6K
$436K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
20.8KNew |
$390K - $398K
|
20.8K
$401K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
19.7K+ 22.96% |
$370K - $378K
|
106K
$2.04M
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
18KNew |
$339K - $345K
|
18K
$348K
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
17K+ 16.51% |
$319K - $326K
|
120K
$2.32M
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
16.8K+ 12.46% |
$316K - $322K
|
152K
$2.93M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
15.7K+ 24.48% |
$294K - $300K
|
79.7K
$1.54M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
15.5KNew |
$291K - $297K
|
15.5K
$299K
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
13.3K+ 39.3% |
$250K - $255K
|
47.2K
$910K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.9K+ 28.59% |
$224K - $228K
|
53.7K
$1.04M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.9K+ 8.93% |
$223K - $227K
|
145K
$2.79M
|
|
|
Sep 11, 2025
Q2 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
11.3KNew |
$213K - $217K
|
11.3K
$219K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.1K+ 30.24% |
$209K - $213K
|
47.9K
$923K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
10.7KNew |
$202K - $206K
|
10.7K
$207K
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
10.5KNew |
$197K - $201K
|
10.5K
$202K
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
10.5KNew |
$197K - $200K
|
10.5K
$202K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
10.3K+ 187.35% |
$193K - $196K
|
15.7K
$304K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.63K+ 17.86% |
$181K - $184K
|
63.5K
$1.23M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.5K+ 10.13% |
$178K - $182K
|
103K
$1.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.08K+ 18.44% |
$170K - $174K
|
58.3K
$1.13M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.58KNew |
$142K - $145K
|
7.58K
$146K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.45K+ 6.17% |
$140K - $143K
|
128K
$2.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
5.02K+ 2.14% |
$94.2K - $96.1K
|
239K
$4.62M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.88K+ 12.11% |
$91.5K - $93.3K
|
45.1K
$870K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.36K+ 7.93% |
$81.8K - $83.5K
|
59.3K
$1.14M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.57K+ 9.18% |
$67K - $68.4K
|
42.5K
$819K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
3.29K+ 13.92% |
$61.8K - $63K
|
26.9K
$519K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.03K+ 6.83% |
$56.9K - $58K
|
47.4K
$914K
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2.95K+ 2.17% |
$55.4K - $56.5K
|
139K
$2.68M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.26K+ 12.64% |
$42.5K - $43.3K
|
20.2K
$389K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.21K+ 4.73% |
$41.5K - $42.3K
|
48.9K
$943K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
2.14K+ 1.83% |
$40.2K - $41K
|
119K
$2.3M
|