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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.37K+ 544.92% |
$169K - $179K
|
9.91K
$214K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
5.93K+ 13.54% |
$120K - $127K
|
49.8K
$1.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.69KNew |
$115K - $122K
|
5.69K
$123K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.35KNew |
$108K - $115K
|
5.35K
$115K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
4.41K+ 1.13% |
$88.9K - $94.5K
|
395K
$8.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.58K+ 2.44% |
$72.2K - $76.8K
|
150K
$3.24M
|
|
|
Jul 16, 2024
Q2 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
3.57K+ 3.52% |
$71.9K - $76.5K
|
105K
$2.27M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3.22K+ 408.38% |
$64.9K - $69K
|
4.01K
$86.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.79K+ 24.54% |
$56.3K - $59.8K
|
14.2K
$306K
|
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
2.6KNew |
$52.5K - $55.8K
|
2.6K
$56.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.51KNew |
$50.6K - $53.8K
|
2.51K
$54.2K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.5KNew |
$50.4K - $53.6K
|
2.5K
$54K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.38KNew |
$48.1K - $51.1K
|
2.38K
$51.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.34K+ 6.91% |
$47.2K - $50.1K
|
36.2K
$781K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.77K+ 15.31% |
$35.8K - $38K
|
13.4K
$288K
|
|
|
Aug 13, 2024
Q2 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1.26K+ 12.54% |
$25.5K - $27.1K
|
11.3K
$245K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
880New |
$17.7K - $18.9K
|
880
$19K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
691+ 6.14% |
$13.9K - $14.8K
|
12K
$258K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
690New |
$13.9K - $14.8K
|
690
$14.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
416+ 3.32% |
$8.39K - $8.92K
|
12.9K
$279K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
182+ 202.22% |
$3.67K - $3.9K
|
272
$5.87K
|
|
|
Aug 02, 2024
Q2 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
136+ 0.7% |
$2.74K - $2.92K
|
19.5K
$422K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
73New |
$1.47K - $1.57K
|
73
$1.58K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
21+ 1.01% |
$424 - $450
|
2.1K
$45.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 100.0% |
$20.2 - $21.4
|
2
$43.2
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-200- 14.94% |
$4.03K - $4.29K
|
1.14K
$24.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-346- 0.75% |
$6.98K - $7.42K
|
46.1K
$995K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-499- 1.18% |
$10.1K - $10.7K
|
41.8K
$903K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-810- 1.49% |
$16.3K - $17.4K
|
53.5K
$1.15M
|
|
|
Jul 30, 2024
Q2 2024
|
Holistic Financial Partners
|
SELL
|
- |
-1.14K- 0.46% |
$23K - $24.4K
|
245K
$5.28M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.64K- 2.58% |
$33.1K - $35.2K
|
61.9K
$1.34M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.82K- 15.23% |
$36.6K - $38.9K
|
10.1K
$218K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.82K- 5.05% |
$36.8K - $39.1K
|
34.3K
$741K
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-1.86K- 15.56% |
$37.5K - $39.9K
|
10.1K
$218K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.21K- 2.26% |
$44.5K - $47.3K
|
95.3K
$2.06M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.22K- 11.59% |
$44.7K - $47.5K
|
16.9K
$365K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.65K- 10.1% |
$53.4K - $56.8K
|
23.6K
$509K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.82K- 0.47% |
$56.9K - $60.5K
|
594K
$12.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
SELL
|
- |
-4.65K- 20.75% |
$93.8K - $99.7K
|
17.8K
$384K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7.06K- 0.7% |
$142K - $151K
|
995K
$21.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-7.15K- 35.98% |
$144K - $153K
|
12.7K
$275K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-8.55K- 17.6% |
$172K - $183K
|
40K
$864K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-16.2K- 2.63% |
$327K - $348K
|
602K
$13M
|
|
|
Jul 11, 2024
Q2 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-17.1K- 60.13% |
$345K - $367K
|
11.4K
$245K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-65.1K- 13.22% |
$1.31M - $1.4M
|
427K
$9.23M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-71.6K- 8.91% |
$1.44M - $1.54M
|
732K
$15.8M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-228K- 86.86% |
$4.59M - $4.88M
|
34.5K
$744K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-425K- 68.49% |
$8.58M - $9.12M
|
196K
$4.23M
|