Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
61+ 0.49% |
$1.15K - $1.17K
|
12.5K
$242K
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
26New |
$489 - $500
|
26
$502
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
24New |
$451 - $462
|
24
$463
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4+ 0.83% |
$75.2 - $76.9
|
488
$9.41K
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3+ 0.01% |
$56.4 - $57.7
|
49.1K
$946K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-9- 0.5% |
$169 - $173
|
1.78K
$34.3K
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-29- 0.16% |
$545 - $558
|
17.8K
$344K
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-56- 1.71% |
$1.05K - $1.08K
|
3.21K
$62K
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-72- 8.39% |
$1.35K - $1.38K
|
786
$15.2K
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-126- 1.21% |
$2.37K - $2.42K
|
10.3K
$199K
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-297- 0.93% |
$5.58K - $5.71K
|
31.5K
$608K
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-575- 3.94% |
$10.8K - $11.1K
|
14K
$271K
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-671- 2.21% |
$12.6K - $12.9K
|
29.6K
$572K
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-710- 6.35% |
$13.3K - $13.7K
|
10.5K
$202K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-1.04K- 39.22% |
$19.6K - $20K
|
1.61K
$31.1K
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.77K- 54.1% |
$33.2K - $34K
|
1.5K
$28.9K
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.91K- 7.34% |
$35.9K - $36.7K
|
24.1K
$464K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.99K- 3.71% |
$37.4K - $38.2K
|
51.6K
$996K
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.46K- 27.66% |
$46.3K - $47.3K
|
6.44K
$124K
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-2.58K- 12.27% |
$48.5K - $49.6K
|
18.4K
$356K
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2.89K- 2.15% |
$54.3K - $55.5K
|
131K
$2.53M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.35K- 1.66% |
$63K - $64.4K
|
198K
$3.82M
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.42K- 20.88% |
$64.3K - $65.8K
|
13K
$250K
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.73K- 99.92% |
$70.1K - $71.7K
|
3
$57.9
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.87K- 9.57% |
$91.5K - $93.6K
|
46K
$887K
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-5.81K- 31.22% |
$109K - $112K
|
12.8K
$247K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.28K- 9.45% |
$118K - $121K
|
60.2K
$1.16M
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-6.58K- 19.17% |
$124K - $127K
|
27.7K
$535K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-7K- 6.7% |
$132K - $135K
|
97.5K
$1.88M
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-7.13K- 33.09% |
$134K - $137K
|
14.4K
$278K
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-7.33K- 2.46% |
$138K - $141K
|
291K
$5.61M
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-7.52K- 8.09% |
$141K - $145K
|
85.4K
$1.65M
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-8.29K- 26.2% |
$156K - $159K
|
23.3K
$450K
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-8.79K- 2.25% |
$165K - $169K
|
381K
$7.36M
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-9.01K- 5.54% |
$169K - $173K
|
154K
$2.96M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-9.26K- 9.08% |
$174K - $178K
|
92.7K
$1.79M
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-9.75K- 17.81% |
$183K - $187K
|
45K
$868K
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-9.75K- 17.81% |
$183K - $187K
|
45K
$868K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.4K- 6.81% |
$234K - $239K
|
170K
$3.28M
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12.8K- 57.61% |
$240K - $246K
|
9.4K
$181K
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-16.2K- 13.61% |
$305K - $312K
|
103K
$1.99M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-24.6K- 9.84% |
$463K - $473K
|
225K
$4.35M
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-41.6K- 23.94% |
$781K - $799K
|
132K
$2.55M
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-69.9K- 13.6% |
$1.31M - $1.34M
|
444K
$8.56M
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-71.8K- 14.55% |
$1.35M - $1.38M
|
422K
$8.13M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-74K- 13.57% |
$1.39M - $1.42M
|
471K
$9.09M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-120K- 22.03% |
$2.26M - $2.31M
|
425K
$8.2M
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-180K- 16.08% |
$3.39M - $3.46M
|
940K
$18.1M
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-258K- 94.7% |
$4.85M - $4.96M
|
14.4K
$278K
|