Latest Institutional Transactions on First Tr ETF Iv Long Duration (LGOV)
This table provides information on the latest institutional transactions involving First Tr ETF Iv Long Duration (LGOV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3.14K- 9.08% |
$64.1K - $68.2K
|
31.5K
$665K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-202K- 99.77% |
$4.12M - $4.38M
|
467
$9.86K
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-306- 1.95% |
$6.25K - $6.64K
|
15.4K
$325K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-455K- 44.09% |
$9.28M - $9.87M
|
577K
$12.2M
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
10.3K+ 10.4% |
$210K - $223K
|
109K
$2.3M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-18.4K- 4.49% |
$375K - $399K
|
391K
$8.26M
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-5.56K- 7.47% |
$113K - $121K
|
68.8K
$1.45M
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2.5K- 23.52% |
$51K - $54.3K
|
8.13K
$172K
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
420New |
$8.57K - $9.11K
|
420
$8.87K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
269K+ 9.18% |
$5.48M - $5.83M
|
3.19M
$67.4M
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
5.58K+ 50.11% |
$114K - $121K
|
16.7K
$353K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-5.78K- 3.93% |
$118K - $125K
|
141K
$2.98M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.1K- 5.12% |
$104K - $111K
|
94.4K
$1.99M
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
SELL
|
- |
-20.4K- 8.65% |
$415K - $442K
|
215K
$4.54M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
52.7K+ 26.16% |
$1.08M - $1.14M
|
254K
$5.37M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
35.7K+ 9.17% |
$729K - $775K
|
425K
$8.97M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
206+ 0.51% |
$4.2K - $4.47K
|
40.3K
$850K
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
721KNew |
$14.7M - $15.6M
|
721K
$15.2M
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
185K+ 27.52% |
$3.77M - $4.01M
|
856K
$18.1M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.84K- 6.52% |
$37.6K - $40K
|
26.4K
$558K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
12.2K+ 17.0% |
$250K - $266K
|
84.2K
$1.78M
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-10.9K- 24.03% |
$222K - $236K
|
34.4K
$726K
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-9.52K- 12.08% |
$194K - $206K
|
69.2K
$1.46M
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-86- 4.23% |
$1.76K - $1.87K
|
1.95K
$41.1K
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
27.2K+ 4.13% |
$555K - $590K
|
685K
$14.5M
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-27K- 31.56% |
$551K - $586K
|
58.6K
$1.24M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-2.09K- 60.85% |
$42.6K - $45.3K
|
1.34K
$28.4K
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
318+ 2.34% |
$6.49K - $6.9K
|
13.9K
$293K
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-20.4K- 25.38% |
$415K - $442K
|
59.8K
$1.26M
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
6.58K+ 12.04% |
$134K - $143K
|
61.2K
$1.29M
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
9+ 1.0% |
$184 - $195
|
906
$19.1K
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.79K+ 6.27% |
$57K - $60.6K
|
47.3K
$999K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
4.53K+ 9.71% |
$92.4K - $98.2K
|
51.1K
$1.08M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
50.3K+ 4.63% |
$1.03M - $1.09M
|
1.14M
$24M
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
21+ 0.99% |
$429 - $456
|
2.15K
$45.4K
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
795+ 9.51% |
$16.2K - $17.3K
|
9.16K
$193K
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
4.44KNew |
$90.7K - $96.4K
|
4.44K
$93.8K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-72- 2.19% |
$1.47K - $1.56K
|
3.22K
$68K
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
315K+ 45.58% |
$6.42M - $6.83M
|
1M
$21.2M
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
42.9KNew |
$876K - $932K
|
42.9K
$906K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-260- 0.99% |
$5.31K - $5.64K
|
26K
$548K
|
|
Apr 23, 2025
Q1 2025
|
Ferguson Shapiro LLC
|
BUY
|
- |
556+ 3.12% |
$11.3K - $12.1K
|
18.4K
$388K
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
14.7KNew |
$299K - $318K
|
14.7K
$309K
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.24K+ 6.5% |
$25.4K - $27K
|
20.4K
$430K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-41.5K- 95.38% |
$847K - $901K
|
2.01K
$42.4K
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-21.9K- 17.24% |
$448K - $476K
|
105K
$2.22M
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.17K- 12.5% |
$105K - $112K
|
36.2K
$763K
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
196K+ 49.92% |
$4M - $4.25M
|
588K
$12.4M
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-10.6K- 50.09% |
$216K - $229K
|
10.5K
$222K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-26.2K- 2.87% |
$534K - $568K
|
885K
$18.7M
|