Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
6.92K+ 8.58% |
$126K - $131K
|
87.6K
$1.65M
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
6.57K+ 9.58% |
$120K - $125K
|
75.2K
$1.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.87K+ 40.37% |
$107K - $111K
|
20.4K
$384K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5.34KNew |
$97.3K - $101K
|
5.34K
$100K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.11K+ 109.72% |
$93.2K - $97.1K
|
9.78K
$184K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.04K+ 6.68% |
$91.8K - $95.6K
|
80.4K
$1.51M
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
3.72K+ 16.47% |
$67.8K - $70.6K
|
26.3K
$495K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
3.48K+ 2.66% |
$63.5K - $66.1K
|
134K
$2.53M
|
|
|
Jan 10, 2024
Q4 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
3.45K+ 2.26% |
$63K - $65.6K
|
156K
$2.94M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.39K+ 2.54% |
$43.6K - $45.4K
|
96.7K
$1.82M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.98K+ 16.6% |
$36.1K - $37.6K
|
13.9K
$262K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.67K+ 3.45% |
$30.4K - $31.7K
|
50K
$941K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.47K+ 1.48% |
$26.9K - $28K
|
101K
$1.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.44K+ 19.98% |
$26.2K - $27.3K
|
8.62K
$162K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.26K+ 46.78% |
$22.9K - $23.9K
|
3.94K
$74.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
1.16K+ 1.03% |
$21.2K - $22K
|
114K
$2.15M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.14K+ 3.23% |
$20.8K - $21.7K
|
36.4K
$686K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
950New |
$17.3K - $18K
|
950
$17.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
894New |
$16.3K - $17K
|
894
$16.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
836New |
$15.2K - $15.9K
|
836
$15.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
778+ 7.32% |
$14.2K - $14.8K
|
11.4K
$215K
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
620+ 2.58% |
$11.3K - $11.8K
|
24.7K
$464K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
537+ 4.44% |
$9.79K - $10.2K
|
12.6K
$238K
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
394+ 1.2% |
$7.18K - $7.48K
|
33.4K
$628K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
392New |
$7.15K - $7.44K
|
392
$7.38K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
236+ 0.59% |
$4.3K - $4.48K
|
40.2K
$757K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
196+ 21.97% |
$3.57K - $3.72K
|
1.09K
$20.5K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
85New |
$1.55K - $1.61K
|
85
$1.6K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
56+ 2.7% |
$1.02K - $1.06K
|
2.13K
$40.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
9+ 0.61% |
$164 - $171
|
1.49K
$28K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3+ 1.53% |
$54.7 - $56.9
|
199
$3.75K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-357- 2.7% |
$6.51K - $6.78K
|
12.9K
$242K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-485- 1.83% |
$8.84K - $9.21K
|
26K
$489K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-524- 3.96% |
$9.55K - $9.95K
|
12.7K
$239K
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-727- 5.88% |
$13.3K - $13.8K
|
11.6K
$219K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.07K- 22.87% |
$19.5K - $20.3K
|
3.6K
$67.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.09K- 4.95% |
$19.9K - $20.7K
|
21K
$395K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.19K- 15.77% |
$21.7K - $22.5K
|
6.34K
$119K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-1.28K- 1.4% |
$23.2K - $24.2K
|
90K
$1.69M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.53K- 3.65% |
$27.9K - $29K
|
40.4K
$760K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-3.18K- 8.95% |
$58K - $60.4K
|
32.4K
$610K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.43K- 89.92% |
$62.5K - $65K
|
384
$7.23K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-3.71K- 3.31% |
$67.5K - $70.3K
|
108K
$2.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-3.81K- 6.74% |
$69.4K - $72.3K
|
52.7K
$992K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4.2K- 23.01% |
$76.6K - $79.7K
|
14.1K
$264K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.53K- 14.28% |
$82.6K - $86K
|
27.2K
$512K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-5.21K- 6.57% |
$94.9K - $98.8K
|
74K
$1.39M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-5.88K- 14.91% |
$107K - $112K
|
33.5K
$631K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-6.77K- 39.78% |
$123K - $129K
|
10.3K
$193K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-6.92K- 3.51% |
$126K - $131K
|
190K
$3.58M
|