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 |
|---|---|---|---|---|---|---|---|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
46New |
$891 - $1.03K
|
46
$979
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5New |
$96.9 - $112
|
5
$106
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
4+ 1.84% |
$77.5 - $89.3
|
221
$4.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$19.4 - $22.3
|
1
$21.3
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-203- 2.54% |
$3.93K - $4.53K
|
7.8K
$166K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-590- 3.17% |
$11.4K - $13.2K
|
18K
$383K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-808- 54.12% |
$15.7K - $18K
|
685
$14.6K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.2K- 1.55% |
$23.2K - $26.7K
|
75.7K
$1.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.26K- 4.86% |
$24.3K - $28K
|
24.6K
$523K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.46K- 10.71% |
$28.3K - $32.6K
|
12.2K
$259K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.5K- 48.42% |
$48.4K - $55.8K
|
2.66K
$56.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.99K- 95.53% |
$58K - $66.9K
|
140
$2.98K
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-4.95K- 12.65% |
$95.9K - $110K
|
34.2K
$727K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-5.42K- 1.89% |
$105K - $121K
|
281K
$5.99M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-8.37K- 33.93% |
$162K - $187K
|
16.3K
$347K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-8.77K- 98.94% |
$170K - $196K
|
94
$2K
|
|
|
Feb 12, 2024
Q4 2023
|
Holistic Financial Partners
|
SELL
|
- |
-9.99K- 3.95% |
$194K - $223K
|
243K
$5.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-10.3K- 45.33% |
$200K - $231K
|
12.5K
$265K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-10.4K- 25.35% |
$202K - $233K
|
30.8K
$655K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-14.1K- 24.12% |
$273K - $314K
|
44.3K
$943K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-17.7K- 57.66% |
$342K - $395K
|
13K
$276K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-24.7K- 38.33% |
$479K - $552K
|
39.8K
$847K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-29.7K- 7.13% |
$576K - $664K
|
387K
$8.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-49.2K- 4.47% |
$954K - $1.1M
|
1.05M
$22.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-49.6K- 76.25% |
$961K - $1.11M
|
15.5K
$329K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-135K- 39.55% |
$2.61M - $3.01M
|
206K
$4.38M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1M- 100.0% |
$19.5M - $22.4M
|
1
$21.3
|