Purchases and Sales Made in Q4 2025 in First Tr ETF Iv LTD Duration I (FSIG)
This table provides information about the institutional ownership of First Tr ETF Iv LTD Duration I (FSIG) during Q4 2025. The information is specifically focused on institutions that hold shares of FIRST TR ETF IV LTD DURATION I.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
36.2KNew |
$694K - $698K
|
36.2K
$694K
|
|
|
Jan 07, 2026
Q4 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
25.8K+ 10.23% |
$495K - $498K
|
278K
$5.33M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
17KNew |
$326K - $328K
|
17K
$326K
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
15.3K+ 23.79% |
$293K - $295K
|
79.4K
$1.52M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
13.6K+ 2.52% |
$260K - $262K
|
552K
$10.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
12.7K+ 16.89% |
$244K - $245K
|
87.9K
$1.69M
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
12.7K+ 2.99% |
$243K - $245K
|
437K
$8.39M
|
|
|
Jan 20, 2026
Q4 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
11.2KNew |
$215K - $216K
|
11.2K
$215K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
10.1KNew |
$193K - $195K
|
10.1K
$193K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.39K+ 38.66% |
$84.2K - $84.8K
|
15.7K
$302K
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
BUY
|
- |
4.07K+ 19.07% |
$78K - $78.6K
|
25.4K
$488K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.3KNew |
$63.3K - $63.8K
|
3.3K
$63.4K
|
|
|
Jan 07, 2026
Q4 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
2.5K+ 7.14% |
$48K - $48.3K
|
37.5K
$720K
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.32K+ 1.2% |
$25.3K - $25.5K
|
111K
$2.13M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.23K+ 8.44% |
$23.6K - $23.8K
|
15.8K
$304K
|
|
|
Jan 21, 2026
Q4 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
259+ 0.35% |
$4.97K - $5K
|
74.2K
$1.43M
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
173+ 1.34% |
$3.32K - $3.34K
|
13.1K
$252K
|
|
|
Jan 21, 2026
Q4 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
22+ 1.35% |
$422 - $425
|
1.66K
$31.8K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-145- 0.59% |
$2.78K - $2.8K
|
24.3K
$466K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-624- 0.45% |
$12K - $12K
|
137K
$2.63M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-633- 2.88% |
$12.1K - $12.2K
|
21.3K
$409K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.18K- 1.44% |
$22.7K - $22.8K
|
80.6K
$1.55M
|
|