Purchases and Sales Made in Q3 2024 in First Tr Exc Traded Fd Iv High (HISF)
This table provides information about the institutional ownership of First Tr Exc Traded Fd Iv High (HISF) during Q3 2024. The information is specifically focused on institutions that hold shares of FIRST TR EXC TRADED FD IV HIGH.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
70.5K+ 973.33% |
$3.08M - $3.23M
|
77.8K
$3.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19.5K+ 108.35% |
$849K - $891K
|
37.4K
$1.65M
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
12.4KNew |
$543K - $570K
|
12.4K
$548K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.95KNew |
$391K - $410K
|
8.95K
$395K
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
8.43K+ 19.13% |
$368K - $386K
|
52.5K
$2.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.77KNew |
$339K - $356K
|
7.77K
$343K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.48K+ 161.16% |
$326K - $342K
|
12.1K
$534K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.92K+ 6.33% |
$302K - $317K
|
116K
$5.13M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
664+ 2.85% |
$29K - $30.4K
|
24K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
295+ 0.83% |
$12.9K - $13.5K
|
35.8K
$1.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
129+ 1.76% |
$5.63K - $5.91K
|
7.45K
$329K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
112+ 1.18% |
$4.89K - $5.13K
|
9.64K
$425K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
83+ 1.67% |
$3.62K - $3.8K
|
5.06K
$223K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
37+ 0.16% |
$1.61K - $1.69K
|
23.9K
$1.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 0.24% |
$131 - $137
|
1.25K
$55.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 50.0% |
$43.6 - $45.8
|
1
$44.1
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-27- 13.57% |
$1.18K - $1.24K
|
172
$7.58K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-110- 1.6% |
$4.8K - $5.04K
|
6.75K
$297K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-221- 2.3% |
$9.64K - $10.1K
|
9.38K
$413K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-455- 12.83% |
$19.9K - $20.8K
|
3.09K
$136K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-885- 10.93% |
$38.6K - $40.5K
|
7.21K
$318K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.06K- 19.01% |
$46.1K - $48.4K
|
4.5K
$198K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-1.12K- 16.32% |
$49.1K - $51.5K
|
5.77K
$254K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.72K- 35.77% |
$424K - $445K
|
17.5K
$769K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-10.6K- 40.08% |
$464K - $487K
|
15.9K
$700K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.2K- 68.56% |
$490K - $514K
|
5.15K
$227K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-20.6K- 63.8% |
$899K - $943K
|
11.7K
$515K
|