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 |
---|---|---|---|---|---|---|---|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
64.4K+ 109.3% |
$1.34M - $1.41M
|
123K
$2.66M
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-12K- 11.68% |
$248K - $262K
|
90.4K
$1.95M
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-7.66K- 37.59% |
$159K - $168K
|
12.7K
$274K
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
158K+ 15.69% |
$3.27M - $3.46M
|
1.16M
$25M
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
28New |
$580 - $614
|
28
$603
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-25.6K- 58.78% |
$531K - $561K
|
18K
$386K
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-28.7K- 36.71% |
$596K - $630K
|
49.6K
$1.07M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
235K+ 108322.12% |
$4.87M - $5.15M
|
235K
$5.06M
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
737New |
$15.3K - $16.2K
|
737
$15.9K
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-9.52K- 1.38% |
$197K - $209K
|
681K
$14.7M
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
163+ 29.11% |
$3.38K - $3.57K
|
723
$15.6K
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-100- 0.15% |
$2.07K - $2.19K
|
66.9K
$1.44M
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
249KNew |
$5.17M - $5.46M
|
249K
$5.36M
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
8+ 0.08% |
$166 - $175
|
10.4K
$223K
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-221- 1.89% |
$4.58K - $4.84K
|
11.4K
$246K
|
|
Q1 2025 | |||||||
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
566New |
$11.6K - $12.3K
|
566
$12.2K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-747- 0.62% |
$15.2K - $16.2K
|
121K
$2.6M
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
379New |
$7.74K - $8.22K
|
379
$8.16K
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-42K- 50.02% |
$858K - $912K
|
42K
$904K
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-34.2K- 9.22% |
$698K - $742K
|
337K
$7.24M
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-403- 7.54% |
$8.23K - $8.75K
|
4.94K
$106K
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
105K+ 11.94% |
$2.14M - $2.27M
|
981K
$21.1M
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
507KNew |
$10.3M - $11M
|
507K
$10.9M
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
2.26K+ 5.74% |
$46.1K - $49.1K
|
41.7K
$897K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.1K+ 619.93% |
$328K - $348K
|
18.6K
$401K
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3.14K- 9.08% |
$64.1K - $68.2K
|
31.5K
$677K
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
420New |
$8.57K - $9.11K
|
420
$9.04K
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
5.58K+ 50.11% |
$114K - $121K
|
16.7K
$359K
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-86- 4.23% |
$1.76K - $1.87K
|
1.95K
$41.9K
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
795+ 9.51% |
$16.2K - $17.3K
|
9.16K
$197K
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
42.9KNew |
$876K - $932K
|
42.9K
$924K
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
14.7KNew |
$299K - $318K
|
14.7K
$315K
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-10.6K- 50.09% |
$216K - $229K
|
10.5K
$227K
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.21K- 75.12% |
$24.7K - $26.2K
|
400
$8.61K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4.29KNew |
$87.6K - $93.2K
|
4.29K
$92.4K
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
262New |
$5.35K - $5.69K
|
262
$5.64K
|
|
Q4 2024 | |||||||
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
1.06KNew |
$21.9K - $23.8K
|
1.06K
$22.7K
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
21New |
$436 - $472
|
21
$452
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.71KNew |
$201K - $218K
|
9.71K
$209K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
43New |
$892 - $967
|
43
$925
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
146New |
$3.03K - $3.28K
|
146
$3.14K
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
SELL
|
- |
-4.23K- 26.33% |
$87.7K - $95K
|
11.8K
$254K
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2.58K+ 121.17% |
$53.6K - $58K
|
4.71K
$101K
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
374KNew |
$7.76M - $8.41M
|
374K
$8.05M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
66.8KNew |
$1.39M - $1.5M
|
66.8K
$1.44M
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
957New |
$19.9K - $21.5K
|
957
$20.6K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.14K+ 5.43% |
$44.3K - $48K
|
41.4K
$891K
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
119KNew |
$2.47M - $2.68M
|
119K
$2.56M
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
297KNew |
$6.15M - $6.67M
|
297K
$6.38M
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
10.5K+ 565.16% |
$218K - $236K
|
12.4K
$266K
|