Purchases and Sales Made in Q1 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
721KNew |
$14.7M - $15.6M
|
721K
$15.2M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
507KNew |
$10.3M - $11M
|
507K
$10.7M
|
|
|
May 13, 2025
Q1 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
442KNew |
$9.02M - $9.59M
|
442K
$9.33M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
365KNew |
$7.44M - $7.92M
|
365K
$7.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
315K+ 45.58% |
$6.42M - $6.83M
|
1M
$21.2M
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
313KNew |
$6.4M - $6.8M
|
313K
$6.62M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
269K+ 9.18% |
$5.48M - $5.83M
|
3.19M
$67.4M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
207KNew |
$4.22M - $4.48M
|
207K
$4.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
196K+ 49.92% |
$4M - $4.25M
|
588K
$12.4M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
185K+ 27.52% |
$3.77M - $4.01M
|
856K
$18.1M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
150K+ 17.33% |
$3.06M - $3.25M
|
1.01M
$21.4M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
145K+ 11.14% |
$2.96M - $3.15M
|
1.45M
$30.6M
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
105K+ 11.94% |
$2.14M - $2.27M
|
981K
$20.7M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
96K+ 480.14% |
$1.96M - $2.08M
|
116K
$2.45M
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
79.6KNew |
$1.62M - $1.73M
|
79.6K
$1.68M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
52.7K+ 26.16% |
$1.08M - $1.14M
|
254K
$5.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
50.3K+ 4.63% |
$1.03M - $1.09M
|
1.14M
$24M
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
42.9KNew |
$876K - $932K
|
42.9K
$906K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
36.9KNew |
$753K - $801K
|
36.9K
$779K
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
36.9KNew |
$753K - $801K
|
36.9K
$779K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
35.7K+ 9.17% |
$729K - $775K
|
425K
$8.97M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
34.8K+ 30.01% |
$711K - $756K
|
151K
$3.19M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
27.2K+ 4.13% |
$555K - $590K
|
685K
$14.5M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
27.2K+ 135.2% |
$555K - $590K
|
47.3K
$998K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.7KNew |
$484K - $515K
|
23.7K
$501K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.1K+ 619.93% |
$328K - $348K
|
18.6K
$393K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
14.7KNew |
$299K - $318K
|
14.7K
$309K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
13.9K+ 2.05% |
$283K - $301K
|
690K
$14.6M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
12.2K+ 17.0% |
$250K - $266K
|
84.2K
$1.78M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
10.4KNew |
$212K - $225K
|
10.4K
$219K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
10.3K+ 9.58% |
$210K - $223K
|
118K
$2.48M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
10.3K+ 10.4% |
$210K - $223K
|
109K
$2.3M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.51K+ 1.73% |
$174K - $185K
|
499K
$10.5M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.78K+ 52.11% |
$138K - $147K
|
19.8K
$418K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.65K+ 0.78% |
$136K - $144K
|
864K
$18.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
6.62K+ 12.65% |
$135K - $144K
|
59K
$1.24M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
6.58K+ 12.04% |
$134K - $143K
|
61.2K
$1.29M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.24K+ 352.66% |
$127K - $135K
|
8.01K
$169K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.82K+ 44.65% |
$119K - $126K
|
18.9K
$398K
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
5.58K+ 50.11% |
$114K - $121K
|
16.7K
$353K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
5.38K+ 17.6% |
$110K - $117K
|
36K
$759K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
4.53K+ 1.92% |
$92.4K - $98.2K
|
240K
$5.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
4.53K+ 9.71% |
$92.4K - $98.2K
|
51.1K
$1.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
4.44KNew |
$90.7K - $96.4K
|
4.44K
$93.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4.29KNew |
$87.6K - $93.2K
|
4.29K
$90.6K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
3.45K+ 5.5% |
$70.4K - $74.9K
|
66.2K
$1.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.79K+ 6.27% |
$57K - $60.6K
|
47.3K
$999K
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
2.26K+ 5.74% |
$46.1K - $49.1K
|
41.7K
$880K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.17K+ 15.3% |
$44.3K - $47.1K
|
16.3K
$345K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.24K+ 6.5% |
$25.4K - $27K
|
20.4K
$430K
|