Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
405K+ 3884.4% |
$7.86M - $9.05M
|
416K
$8.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
338K+ 164.68% |
$6.55M - $7.55M
|
544K
$11.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
337K+ 781.73% |
$6.53M - $7.53M
|
380K
$8.03M
|
|
|
Jan 12, 2024
Q4 2023
|
Ferguson Shapiro LLC
|
BUY
|
- |
328KNew |
$6.35M - $7.32M
|
328K
$6.92M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
316KNew |
$6.12M - $7.05M
|
316K
$6.67M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
283KNew |
$5.48M - $6.32M
|
283K
$5.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
242K+ 84.42% |
$4.7M - $5.41M
|
529K
$11.2M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
196KNew |
$3.79M - $4.37M
|
196K
$4.14M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
196KNew |
$3.79M - $4.37M
|
196K
$4.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
167K+ 572.59% |
$3.23M - $3.73M
|
196K
$4.14M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
108K+ 107.76% |
$2.09M - $2.41M
|
208K
$4.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
80.4KNew |
$1.56M - $1.8M
|
80.4K
$1.7M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
74.4K+ 4241.56% |
$1.44M - $1.66M
|
76.2K
$1.61M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
70.7KNew |
$1.37M - $1.58M
|
70.7K
$1.49M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
60KNew |
$1.16M - $1.34M
|
60K
$1.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
BUY
|
- |
53.2K+ 12.51% |
$1.03M - $1.19M
|
479K
$10.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
35.2KNew |
$682K - $786K
|
35.2K
$743K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
34.5K+ 174.05% |
$669K - $771K
|
54.4K
$1.15M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
33.5K+ 31.92% |
$650K - $749K
|
139K
$2.93M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
29.6K+ 11.41% |
$574K - $661K
|
289K
$6.11M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
28.6K+ 5.85% |
$553K - $638K
|
517K
$10.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.4KNew |
$473K - $545K
|
24.4K
$516K
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
24.2K+ 4.99% |
$469K - $541K
|
509K
$10.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
20.9KNew |
$404K - $466K
|
20.9K
$440K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
20.5K+ 3.63% |
$398K - $459K
|
586K
$12.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
19.5KNew |
$378K - $436K
|
19.5K
$412K
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
17.4KNew |
$337K - $388K
|
17.4K
$367K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
17.1K+ 79.21% |
$331K - $381K
|
38.6K
$816K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
15.8KNew |
$306K - $353K
|
15.8K
$334K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
15K+ 144.54% |
$291K - $335K
|
25.4K
$536K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.9K+ 2.6% |
$270K - $311K
|
550K
$11.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
13.6KNew |
$265K - $305K
|
13.6K
$288K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.3KNew |
$239K - $276K
|
12.3K
$261K
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
11.6KNew |
$225K - $260K
|
11.6K
$245K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.2K+ 50.04% |
$218K - $251K
|
33.7K
$711K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
11K+ 15.61% |
$214K - $247K
|
81.7K
$1.73M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.9K+ 14.03% |
$210K - $243K
|
88.3K
$1.86M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
10.6K+ 24.49% |
$205K - $236K
|
53.7K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.3KNew |
$199K - $229K
|
10.3K
$217K
|
|
|
Jan 29, 2024
Q4 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
10.1KNew |
$197K - $227K
|
10.1K
$214K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
10.1KNew |
$196K - $226K
|
10.1K
$214K
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.22K+ 21.47% |
$62.5K - $72K
|
18.2K
$385K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.52K+ 15.98% |
$48.8K - $56.2K
|
18.3K
$386K
|
|
|
Jan 25, 2024
Q4 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
1.65K+ 1.61% |
$32.1K - $36.9K
|
105K
$2.21M
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
1.59K+ 6.07% |
$30.8K - $35.5K
|
27.7K
$586K
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.39K+ 12.51% |
$26.9K - $31K
|
12.5K
$264K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
1.21KNew |
$23.4K - $27K
|
1.21K
$25.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.13KNew |
$21.9K - $25.2K
|
1.13K
$23.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
221New |
$4.28K - $4.93K
|
221
$4.67K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
210+ 57.53% |
$4.07K - $4.69K
|
575
$12.1K
|