Purchases and Sales Made in Q4 2024 in First Tr Exc Traded Fd Iv High (HISF)
This table provides information about the institutional ownership of First Tr Exc Traded Fd Iv High (HISF) during Q4 2024. The information is specifically focused on institutions that hold shares of FIRST TR EXC TRADED FD IV HIGH.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
15.6KNew |
$684K - $714K
|
15.6K
$692K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5.5KNew |
$240K - $251K
|
5.5K
$243K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
4.13K+ 7.87% |
$181K - $189K
|
56.6K
$2.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.3KNew |
$56.9K - $59.4K
|
1.3K
$57.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
193+ 0.81% |
$8.44K - $8.81K
|
24.1K
$1.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
144+ 1.16% |
$6.3K - $6.57K
|
12.6K
$556K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.08% |
$43.7 - $45.6
|
1.26K
$55.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-455- 14.72% |
$19.9K - $20.8K
|
2.64K
$116K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.17K- 17.26% |
$51.1K - $53.3K
|
5.6K
$248K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.17K- 16.21% |
$51.1K - $53.4K
|
6.04K
$267K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.28K- 47.75% |
$187K - $195K
|
4.68K
$207K
|