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 29, 2024
Q4 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-8.01K- 13.62% |
$146K - $152K
|
50.8K
$957K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-8.14K- 8.56% |
$148K - $155K
|
87K
$1.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-9.27K- 5.96% |
$169K - $176K
|
146K
$2.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-10.4K- 4.27% |
$189K - $197K
|
233K
$4.38M
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-10.7K- 6.29% |
$194K - $202K
|
159K
$2.99M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-11.5K- 36.94% |
$210K - $219K
|
19.7K
$370K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-13.3K- 16.78% |
$242K - $252K
|
65.9K
$1.24M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-14.5K- 13.58% |
$264K - $275K
|
92K
$1.73M
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-17K- 37.95% |
$310K - $323K
|
27.8K
$523K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-21.6K- 26.98% |
$394K - $410K
|
58.5K
$1.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-35.6K- 5.14% |
$649K - $676K
|
657K
$12.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-51.4K- 17.69% |
$937K - $975K
|
239K
$4.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-58.3K- 40.93% |
$1.06M - $1.11M
|
84.1K
$1.58M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-174K- 76.58% |
$3.17M - $3.3M
|
53.2K
$1M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-225K- 8.21% |
$4.1M - $4.27M
|
2.52M
$47.3M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-245K- 2.49% |
$4.47M - $4.65M
|
9.61M
$181M
|