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 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
933+ 0.77% |
$19K - $20.2K
|
122K
$2.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
795+ 9.51% |
$16.2K - $17.3K
|
9.16K
$192K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
566New |
$11.6K - $12.3K
|
566
$11.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
560New |
$11.4K - $12.2K
|
560
$11.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Ferguson Shapiro LLC
|
BUY
|
- |
556+ 3.12% |
$11.3K - $12.1K
|
18.4K
$386K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
420New |
$8.57K - $9.11K
|
420
$8.82K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
379New |
$7.74K - $8.22K
|
379
$7.96K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
327+ 2.88% |
$6.67K - $7.1K
|
11.7K
$245K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
318+ 2.34% |
$6.49K - $6.9K
|
13.9K
$292K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
312+ 1.93% |
$6.37K - $6.77K
|
16.5K
$346K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
262New |
$5.35K - $5.69K
|
262
$5.5K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
253+ 0.56% |
$5.16K - $5.49K
|
45.8K
$962K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
217New |
$4.43K - $4.71K
|
217
$4.56K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
206+ 0.51% |
$4.2K - $4.47K
|
40.3K
$845K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
38+ 11.69% |
$776 - $825
|
363
$7.62K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
30+ 0.04% |
$612 - $651
|
67K
$1.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
21+ 0.99% |
$429 - $456
|
2.15K
$45.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
9+ 1.0% |
$184 - $195
|
906
$19K
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
5+ 0.05% |
$102 - $109
|
10.9K
$230K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-72- 2.19% |
$1.47K - $1.56K
|
3.22K
$67.7K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-86- 4.23% |
$1.76K - $1.87K
|
1.95K
$40.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-122- 0.16% |
$2.49K - $2.65K
|
78.3K
$1.64M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-260- 0.99% |
$5.31K - $5.64K
|
26K
$545K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-306- 1.95% |
$6.25K - $6.64K
|
15.4K
$324K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-337- 1.43% |
$6.88K - $7.31K
|
23.3K
$489K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-390- 6.77% |
$7.96K - $8.46K
|
5.37K
$113K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-403- 7.54% |
$8.23K - $8.75K
|
4.94K
$104K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-408- 0.46% |
$8.33K - $8.85K
|
88.2K
$1.85M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-747- 0.62% |
$15.2K - $16.2K
|
121K
$2.53M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.21K- 75.12% |
$24.7K - $26.2K
|
400
$8.4K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.84K- 6.52% |
$37.6K - $40K
|
26.4K
$555K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-2.09K- 60.85% |
$42.6K - $45.3K
|
1.34K
$28.2K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2.5K- 23.52% |
$51K - $54.3K
|
8.13K
$171K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3.14K- 9.08% |
$64.1K - $68.2K
|
31.5K
$661K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.32K- 7.09% |
$67.8K - $72.1K
|
43.5K
$914K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-4.69K- 9.41% |
$95.6K - $102K
|
45.1K
$948K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.1K- 5.12% |
$104K - $111K
|
94.4K
$1.98M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.11K- 2.12% |
$104K - $111K
|
236K
$4.95M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.17K- 12.5% |
$105K - $112K
|
36.2K
$759K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-5.56K- 7.47% |
$113K - $121K
|
68.8K
$1.45M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-5.78K- 3.93% |
$118K - $125K
|
141K
$2.97M
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-5.82K- 5.38% |
$119K - $126K
|
102K
$2.15M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-6.24K- 97.6% |
$127K - $135K
|
153
$3.21K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-6.56K- 22.71% |
$134K - $142K
|
22.3K
$468K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-9.52K- 12.08% |
$194K - $206K
|
69.2K
$1.45M
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-10.6K- 50.09% |
$216K - $229K
|
10.5K
$221K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-10.9K- 24.03% |
$222K - $236K
|
34.4K
$722K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-11.2K- 37.58% |
$229K - $244K
|
18.7K
$392K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-11.5K- 64.48% |
$234K - $249K
|
6.33K
$133K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-11.7K- 42.11% |
$238K - $253K
|
16K
$336K
|