Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
935K+ 49.02% |
$19.4M - $21.3M
|
2.84M
$60.7M
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
675KNew |
$14M - $15.4M
|
675K
$14.4M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
456K+ 181.53% |
$9.47M - $10.4M
|
707K
$15.1M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
402K+ 167.64% |
$8.36M - $9.19M
|
642K
$13.7M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
384K+ 64.68% |
$7.98M - $8.77M
|
978K
$20.9M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
177K+ 447.34% |
$3.69M - $4.05M
|
217K
$4.64M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
137K+ 17.14% |
$2.85M - $3.14M
|
939K
$20.1M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
130K+ 12.9% |
$2.69M - $2.96M
|
1.13M
$24.2M
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
128K+ 21.25% |
$2.66M - $2.92M
|
730K
$15.6M
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
124K+ 1229.2% |
$2.58M - $2.83M
|
134K
$2.87M
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
BUY
|
- |
89.6K+ 13.07% |
$1.86M - $2.05M
|
776K
$16.6M
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
86.4K+ 7587.8% |
$1.8M - $1.97M
|
87.6K
$1.87M
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
72.2KNew |
$1.5M - $1.65M
|
72.2K
$1.54M
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
72.1K+ 53.17% |
$1.5M - $1.65M
|
208K
$4.44M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
54.2K+ 235.5% |
$1.13M - $1.24M
|
77.3K
$1.65M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
53.1K+ 4.94% |
$1.1M - $1.21M
|
1.13M
$24.1M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
47.4K+ 11.04% |
$984K - $1.08M
|
477K
$10.2M
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
46.8K+ 89.27% |
$972K - $1.07M
|
99.3K
$2.12M
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
44.1K+ 155.98% |
$916K - $1.01M
|
72.4K
$1.55M
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
39.3KNew |
$816K - $897K
|
39.3K
$839K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
32.4K+ 4.43% |
$673K - $740K
|
765K
$16.3M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
29.8KNew |
$620K - $681K
|
29.8K
$637K
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
29.4K+ 36.75% |
$611K - $672K
|
109K
$2.34M
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
28.7K+ 252.77% |
$595K - $654K
|
40K
$854K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
27.6K+ 28.97% |
$574K - $630K
|
123K
$2.63M
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
27.4KNew |
$568K - $625K
|
27.4K
$585K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
24.4K+ 8.2% |
$506K - $557K
|
322K
$6.87M
|
|
Nov 12, 2024
Q3 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
24.2K+ 7.94% |
$502K - $552K
|
329K
$7.02M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22.7K+ 2.8% |
$472K - $519K
|
835K
$17.8M
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
21.1K+ 19.65% |
$437K - $481K
|
128K
$2.74M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20.8K+ 14.02% |
$433K - $476K
|
169K
$3.62M
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
20.2K+ 9.57% |
$419K - $460K
|
231K
$4.93M
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
17.6K+ 35.85% |
$365K - $401K
|
66.6K
$1.42M
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
16.7K+ 156.67% |
$347K - $381K
|
27.4K
$584K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
16K+ 1.52% |
$333K - $365K
|
1.07M
$22.9M
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
15.2K+ 15.33% |
$316K - $347K
|
114K
$2.44M
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
13.9K+ 138.08% |
$290K - $318K
|
24K
$513K
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
13.7K+ 25.58% |
$284K - $312K
|
67.1K
$1.43M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
13.5K+ 12.23% |
$281K - $309K
|
124K
$2.66M
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
11.1KNew |
$230K - $252K
|
11.1K
$236K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10.7K+ 13.68% |
$222K - $244K
|
88.8K
$1.9M
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
9.35KNew |
$194K - $214K
|
9.35K
$200K
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
9.12KNew |
$189K - $208K
|
9.12K
$195K
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.01KNew |
$187K - $206K
|
9.01K
$192K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8.43K+ 353.55% |
$175K - $192K
|
10.8K
$231K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
8.13KNew |
$169K - $186K
|
8.13K
$174K
|
|
Nov 07, 2024
Q3 2024
|
Holistic Financial Partners
|
BUY
|
- |
7.55K+ 3.09% |
$157K - $172K
|
252K
$5.39M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
6.94KNew |
$144K - $158K
|
6.94K
$148K
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.74K+ 19.44% |
$140K - $154K
|
41.4K
$884K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.8K+ 58.55% |
$120K - $132K
|
15.7K
$335K
|