Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
249KNew |
$5.17M - $5.46M
|
249K
$5.27M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
235K+ 108322.12% |
$4.87M - $5.15M
|
235K
$4.97M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
158K+ 15.69% |
$3.27M - $3.46M
|
1.16M
$24.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
87.4K+ 103.76% |
$1.81M - $1.92M
|
172K
$3.63M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
86.2K+ 14.94% |
$1.79M - $1.89M
|
663K
$14M
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
64.4K+ 109.3% |
$1.34M - $1.41M
|
123K
$2.61M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
8.43K+ 103.65% |
$175K - $185K
|
16.6K
$350K
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
5.62K+ 15.24% |
$117K - $123K
|
42.5K
$899K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.62K+ 15.24% |
$117K - $123K
|
42.5K
$899K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.06K+ 14.8% |
$42.6K - $45.1K
|
15.9K
$337K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
1.25K+ 93.3% |
$26K - $27.5K
|
2.6K
$54.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
737New |
$15.3K - $16.2K
|
737
$15.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
385New |
$7.98K - $8.44K
|
385
$8.14K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
163+ 29.11% |
$3.38K - $3.57K
|
723
$15.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
50+ 0.06% |
$1.04K - $1.1K
|
79.6K
$1.68M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
28New |
$580 - $614
|
28
$592
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
8+ 0.08% |
$166 - $175
|
10.4K
$219K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-100- 0.15% |
$2.07K - $2.19K
|
66.9K
$1.41M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-221- 1.89% |
$4.58K - $4.84K
|
11.4K
$242K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-285- 78.51% |
$5.91K - $6.25K
|
78
$1.65K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
SELL
|
- |
-343- 0.56% |
$7.11K - $7.52K
|
61.3K
$1.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-713- 33.16% |
$14.8K - $15.6K
|
1.44K
$30.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-956- 2.02% |
$19.8K - $21K
|
46.4K
$980K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.01K- 7.84% |
$83.1K - $87.8K
|
47.1K
$996K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-7.66K- 37.59% |
$159K - $168K
|
12.7K
$269K
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-9.52K- 1.38% |
$197K - $209K
|
681K
$14.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-12K- 11.68% |
$248K - $262K
|
90.4K
$1.91M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-25.6K- 58.78% |
$531K - $561K
|
18K
$379K
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-28.7K- 36.71% |
$596K - $630K
|
49.6K
$1.05M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-65.3K- 64.75% |
$1.35M - $1.43M
|
35.6K
$751K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-79.9K- 33.31% |
$1.66M - $1.75M
|
160K
$3.38M
|