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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-12.4K- 10.93% |
$253K - $269K
|
101K
$2.12M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-15.6K- 20.2% |
$318K - $339K
|
61.6K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-16.9KClosed |
$345K - $367K
|
0
$0
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-18.4K- 4.49% |
$375K - $399K
|
391K
$8.22M
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-20.1K- 17.32% |
$410K - $436K
|
95.9K
$2.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-20.4K- 25.38% |
$415K - $442K
|
59.8K
$1.26M
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
SELL
|
- |
-20.4K- 8.65% |
$415K - $442K
|
215K
$4.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-21.9K- 17.24% |
$448K - $476K
|
105K
$2.21M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-25.5K- 21.05% |
$521K - $554K
|
95.7K
$2.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-26.2K- 2.87% |
$534K - $568K
|
885K
$18.6M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-27K- 31.56% |
$551K - $586K
|
58.6K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-31.9K- 72.15% |
$652K - $693K
|
12.3K
$259K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-34.2K- 9.22% |
$698K - $742K
|
337K
$7.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-41.5K- 95.38% |
$847K - $901K
|
2.01K
$42.2K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-42K- 50.02% |
$858K - $912K
|
42K
$882K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-92.3K- 83.83% |
$1.88M - $2M
|
17.8K
$374K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-115K- 8.45% |
$2.36M - $2.51M
|
1.25M
$26.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-127K- 34.67% |
$2.6M - $2.76M
|
240K
$5.04M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-202K- 99.77% |
$4.12M - $4.38M
|
467
$9.81K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-226K- 84.91% |
$4.61M - $4.9M
|
40.1K
$842K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-304K- 47.13% |
$6.21M - $6.6M
|
341K
$7.17M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-455K- 44.09% |
$9.28M - $9.87M
|
577K
$12.1M
|