Purchases and Sales Made in Q4 2025 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 2025. 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 20, 2026
Q4 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
165K+ 24.35% |
$3.59M - $3.67M
|
842K
$18.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
30.5K+ 33.53% |
$665K - $679K
|
122K
$2.66M
|
|
|
Jan 08, 2026
Q4 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
28.5K+ 4.14% |
$621K - $634K
|
716K
$15.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
21.4K+ 2.91% |
$466K - $476K
|
757K
$16.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
17.5KNew |
$380K - $388K
|
17.5K
$382K
|
|
|
Jan 20, 2026
Q4 2025
|
Accel Wealth Management
|
BUY
|
- |
10K+ 16.07% |
$218K - $223K
|
72.3K
$1.58M
|
|
|
Jan 20, 2026
Q4 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
9.8KNew |
$213K - $218K
|
9.8K
$214K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8K+ 3.34% |
$174K - $178K
|
247K
$5.41M
|
|
|
Jan 07, 2026
Q4 2025
|
Holistic Financial Partners
|
BUY
|
- |
6.87K+ 4.73% |
$150K - $153K
|
152K
$3.33M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
6.19KNew |
$135K - $138K
|
6.19K
$135K
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4.99KNew |
$109K - $111K
|
4.99K
$109K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.1K+ 17.23% |
$67.6K - $69K
|
21.1K
$462K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.28K+ 10.26% |
$28K - $28.6K
|
13.8K
$302K
|
|
|
Jan 14, 2026
Q4 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
886+ 0.47% |
$19.3K - $19.7K
|
189K
$4.13M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
573+ 1.45% |
$12.5K - $12.7K
|
40.1K
$877K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
96New |
$2.09K - $2.14K
|
96
$2.1K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
77+ 0.48% |
$1.68K - $1.71K
|
16.1K
$352K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
22New |
$479 - $489
|
22
$481
|
|
|
Jan 21, 2026
Q4 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
15+ 1.03% |
$327 - $334
|
1.47K
$32.1K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
SELL
|
- |
-1.55K- 2.32% |
$33.7K - $34.4K
|
65.2K
$1.43M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-8.3K- 8.57% |
$181K - $185K
|
88.6K
$1.94M
|
|
|
Jan 20, 2026
Q4 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-123K- 43.29% |
$2.69M - $2.74M
|
162K
$3.54M
|
|
|
Jan 23, 2026
Q4 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-296K- 27.71% |
$6.45M - $6.59M
|
773K
$16.9M
|
|