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 |
---|---|---|---|---|---|---|---|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
5.05K+ 8.16% |
$105K - $115K
|
66.9K
$1.44M
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4.5K+ 7.94% |
$93.4K - $103K
|
61.1K
$1.32M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.23K+ 24.53% |
$67.1K - $73.8K
|
16.4K
$354K
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.11K+ 3.01% |
$64.5K - $70.9K
|
106K
$2.3M
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.87K+ 6.97% |
$59.7K - $65.6K
|
44.1K
$952K
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
2.28K+ 2.17% |
$47.3K - $52K
|
107K
$2.32M
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.86KNew |
$38.6K - $42.5K
|
1.86K
$40.2K
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.57K+ 11.72% |
$32.5K - $35.7K
|
14.9K
$322K
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.11K+ 2.34% |
$23K - $25.3K
|
48.4K
$1.04M
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
989+ 2.74% |
$20.5K - $22.6K
|
37.1K
$802K
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
569+ 4.02% |
$11.8K - $13K
|
14.7K
$318K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
553+ 1.2% |
$11.5K - $12.6K
|
46.6K
$1.01M
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
450New |
$9.35K - $10.3K
|
450
$9.72K
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
430+ 4.39% |
$8.93K - $9.82K
|
10.2K
$221K
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
410+ 3.17% |
$8.52K - $9.36K
|
13.4K
$288K
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
352+ 2.11% |
$7.31K - $8.04K
|
17.1K
$368K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
255+ 12750.0% |
$5.3K - $5.82K
|
257
$5.55K
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
222New |
$4.61K - $5.07K
|
222
$4.79K
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
187+ 1.32% |
$3.88K - $4.27K
|
14.3K
$310K
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
15+ 5.51% |
$312 - $342
|
287
$6.2K
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
10+ 0.48% |
$208 - $228
|
2.11K
$45.5K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
8+ 0.91% |
$166 - $183
|
888
$19.2K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-40- 0.33% |
$831 - $913
|
11.9K
$257K
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-55- 78.57% |
$1.14K - $1.26K
|
15
$324
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-88- 0.22% |
$1.83K - $2.01K
|
39.9K
$862K
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-91- 0.14% |
$1.89K - $2.08K
|
67.1K
$1.45M
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-124- 0.98% |
$2.58K - $2.83K
|
12.6K
$272K
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-141- 0.12% |
$2.93K - $3.22K
|
119K
$2.57M
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-198- 1.74% |
$4.11K - $4.52K
|
11.2K
$241K
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-307- 0.27% |
$6.38K - $7.01K
|
115K
$2.49M
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-812- 1.34% |
$16.9K - $18.5K
|
59.9K
$1.29M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-990- 5.86% |
$20.6K - $22.6K
|
15.9K
$344K
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.08K- 0.97% |
$22.4K - $24.6K
|
110K
$2.37M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.69K- 3.4% |
$35.2K - $38.7K
|
48.1K
$1.04M
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
SELL
|
- |
-1.72K- 9.68% |
$35.7K - $39.3K
|
16K
$346K
|
|
Oct 09, 2024
Q3 2024
|
Ferguson Shapiro LLC
|
SELL
|
- |
-3.32K- 17.01% |
$69K - $75.9K
|
16.2K
$350K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-4.23K- 14.99% |
$87.8K - $96.5K
|
24K
$518K
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-5.29K- 12.65% |
$110K - $121K
|
36.5K
$789K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.49K- 14.37% |
$114K - $125K
|
32.7K
$707K
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-6.79K- 19.8% |
$141K - $155K
|
27.5K
$594K
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-7.36K- 11.65% |
$153K - $168K
|
55.8K
$1.2M
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-8.93K- 1.39% |
$185K - $204K
|
633K
$13.7M
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-13.8K- 58.43% |
$286K - $314K
|
9.8K
$212K
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-17.9K- 4.52% |
$371K - $408K
|
377K
$8.14M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-27.1K- 10.21% |
$562K - $618K
|
238K
$5.14M
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-28K- 38.31% |
$581K - $639K
|
45.1K
$973K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-46.9K- 10.96% |
$973K - $1.07M
|
381K
$8.22M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-58.3K- 29.8% |
$1.21M - $1.33M
|
137K
$2.97M
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-58.7K- 39.08% |
$1.22M - $1.34M
|
91.5K
$1.98M
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-79.2K- 7.96% |
$1.65M - $1.81M
|
916K
$19.8M
|