Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
511K+ 36.61% |
$10.3M - $11M
|
1.91M
$40.9M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
244K+ 43.72% |
$4.92M - $5.23M
|
801K
$17.2M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
158K+ 18.66% |
$3.18M - $3.39M
|
1M
$21.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
158K+ 18.66% |
$3.18M - $3.39M
|
1M
$21.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
146K+ 154.79% |
$2.94M - $3.13M
|
240K
$5.14M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
134K+ 14.49% |
$2.69M - $2.86M
|
1.05M
$22.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
125K+ 541.82% |
$2.53M - $2.69M
|
149K
$3.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
116KNew |
$2.33M - $2.48M
|
116K
$2.48M
|
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
BUY
|
- |
114K+ 19.89% |
$2.3M - $2.44M
|
686K
$14.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
97.6K+ 736.96% |
$1.97M - $2.09M
|
111K
$2.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
94.2K+ 725.81% |
$1.9M - $2.02M
|
107K
$2.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
82.8K+ 23.89% |
$1.67M - $1.77M
|
429K
$9.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
78.2KNew |
$1.58M - $1.68M
|
78.2K
$1.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
74.8K+ 10.14% |
$1.51M - $1.6M
|
812K
$17.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
73KNew |
$1.47M - $1.57M
|
73K
$1.57M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
70.4K+ 401.07% |
$1.42M - $1.51M
|
88K
$1.89M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
66.5K+ 15.58% |
$1.34M - $1.42M
|
493K
$10.6M
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
63.2KNew |
$1.27M - $1.35M
|
63.2K
$1.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
60.7KNew |
$1.22M - $1.3M
|
60.7K
$1.3M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
54.1K+ 25.64% |
$1.09M - $1.16M
|
265K
$5.68M
|
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
49.6K+ 8.36% |
$1M - $1.06M
|
642K
$13.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
39.7KNew |
$800K - $851K
|
39.7K
$850K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
38.2KNew |
$771K - $820K
|
38.2K
$819K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
35.8K+ 171.49% |
$721K - $767K
|
56.6K
$1.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
28.7K+ 153.98% |
$578K - $615K
|
47.3K
$1.01M
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
28.3KNew |
$570K - $606K
|
28.3K
$606K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
28.2KNew |
$569K - $605K
|
28.2K
$604K
|
|
|
Jul 23, 2024
Q2 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
26.6K+ 9.58% |
$537K - $571K
|
305K
$6.53M
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
25.4K+ 107.71% |
$512K - $545K
|
49K
$1.05M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
25.3K+ 29.56% |
$510K - $542K
|
111K
$2.37M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
24.3K+ 8.9% |
$490K - $521K
|
297K
$6.37M
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
23.9K+ 137.35% |
$481K - $511K
|
41.2K
$883K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
23.4K+ 20.89% |
$473K - $502K
|
136K
$2.91M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
23KNew |
$465K - $494K
|
23K
$494K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
21.5KNew |
$434K - $461K
|
21.5K
$461K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
21.1K+ 33.23% |
$426K - $453K
|
84.7K
$1.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
20K+ 25.18% |
$403K - $428K
|
99.2K
$2.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
17.7K+ 17.42% |
$356K - $379K
|
119K
$2.55M
|
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
17.6K+ 50.57% |
$355K - $378K
|
52.4K
$1.12M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
16.8K+ 93.7% |
$338K - $359K
|
34.7K
$743K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
16.7KNew |
$337K - $358K
|
16.7K
$358K
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
16.2K+ 8.35% |
$328K - $348K
|
211K
$4.51M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
14.2KNew |
$286K - $304K
|
14.2K
$303K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.2KNew |
$266K - $283K
|
13.2K
$282K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
11KNew |
$222K - $236K
|
11K
$236K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
10.8K+ 15.56% |
$217K - $231K
|
80.1K
$1.72M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
10.7KNew |
$215K - $229K
|
10.7K
$228K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10.1K+ 10.86% |
$204K - $217K
|
103K
$2.21M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.58K+ 3.96% |
$193K - $205K
|
251K
$5.38M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.26K+ 0.87% |
$187K - $199K
|
1.08M
$23M
|