Purchases and Sales Made in Q1 2024 in First Tr ETF Iv Long Duration (LGOV)
This table provides information about the institutional ownership of First Tr ETF Iv Long Duration (LGOV) during Q1 2024. The information is specifically focused on institutions that hold shares of FIRST TR ETF IV LONG DURATION .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
9.76K+ 125.05% |
$205K - $216K
|
17.6K
$375K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
9.14K+ 16.8% |
$192K - $202K
|
63.5K
$1.36M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.06K+ 5.82% |
$170K - $178K
|
147K
$3.13M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.67K+ 7.78% |
$98.2K - $103K
|
64.6K
$1.38M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.24K+ 31.08% |
$89.3K - $93.9K
|
17.9K
$382K
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3.39K+ 29.2% |
$71.5K - $75.1K
|
15K
$321K
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
BUY
|
- |
2.9K+ 1.19% |
$61K - $64.1K
|
246K
$5.25M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
2.3KNew |
$48.5K - $51K
|
2.3K
$49.2K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.08KNew |
$43.7K - $46K
|
2.08K
$44.4K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.65K+ 6.72% |
$34.8K - $36.5K
|
26.2K
$560K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.34KNew |
$28.2K - $29.6K
|
1.34K
$28.6K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.32K+ 595.02% |
$27.7K - $29.1K
|
1.54K
$32.8K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
776+ 6.23% |
$16.3K - $17.2K
|
13.2K
$283K
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
743+ 2.68% |
$15.6K - $16.4K
|
28.5K
$608K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
661+ 5.43% |
$13.9K - $14.6K
|
12.8K
$274K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
632+ 1.18% |
$13.3K - $14K
|
54.3K
$1.16M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
560New |
$11.8K - $12.4K
|
560
$12K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
536New |
$11.3K - $11.9K
|
536
$11.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
276New |
$5.81K - $6.11K
|
276
$5.9K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
181+ 1.47% |
$3.81K - $4.01K
|
12.5K
$268K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
103+ 15.04% |
$2.17K - $2.28K
|
788
$16.8K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
24+ 52.17% |
$505 - $531
|
70
$1.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-131- 59.28% |
$2.76K - $2.9K
|
90
$1.92K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-149- 6.02% |
$3.14K - $3.3K
|
2.33K
$49.7K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-200- 11.11% |
$4.21K - $4.43K
|
1.6K
$34.2K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-210- 36.52% |
$4.42K - $4.65K
|
365
$7.8K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-310- 3.07% |
$6.53K - $6.86K
|
9.8K
$209K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-1.6K- 2.33% |
$33.8K - $35.5K
|
67.2K
$1.44M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.25K- 8.84% |
$47.3K - $49.7K
|
23.2K
$494K
|
|
|
Apr 11, 2024
Q1 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-3.16K- 3.02% |
$66.6K - $70K
|
101K
$2.17M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-7.6K- 38.94% |
$160K - $168K
|
11.9K
$255K
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-10.6K- 30.94% |
$223K - $234K
|
23.6K
$504K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-12.5K- 16.05% |
$264K - $278K
|
65.6K
$1.4M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-19K- 6.76% |
$401K - $421K
|
262K
$5.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-25.6K- 6.15% |
$538K - $566K
|
390K
$8.34M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-31.9K- 39.64% |
$672K - $706K
|
48.6K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-33.8KClosed |
$712K - $748K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-50.5K- 4.8% |
$1.06M - $1.12M
|
1M
$21.4M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-63.1K- 77.23% |
$1.33M - $1.4M
|
18.6K
$398K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-74.8K- 9.2% |
$1.57M - $1.65M
|
738K
$15.8M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-88.5K- 82.63% |
$1.86M - $1.96M
|
18.6K
$397K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-158K- 15.72% |
$3.33M - $3.49M
|
846K
$18.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-189K- 66.71% |
$3.98M - $4.18M
|
94.2K
$2.01M
|
|
|
Apr 10, 2024
Q1 2024
|
Ferguson Shapiro LLC
|
SELL
|
- |
-308K- 94.08% |
$6.49M - $6.82M
|
19.4K
$414K
|