Balboa Wealth Partners First Tr ETF Iv LTD Duration I Transaction History

Balboa Wealth Partners

$552 Million
Q3 2025

A detailed history of Balboa Wealth Partners transactions in First Tr ETF Iv LTD Duration I stock. As of the latest transaction made, Balboa Wealth Partners holds 10,053 shares of FSIG stock, worth $193,017. This represents 0.03% of its overall portfolio holdings.

Number of Shares

10,053

Holding current value

$193,017

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 06, 2025	BUY	$19.03 - $19.33 $191,308 - $194,324	10,053 New	10,053 $193,000

Others Institutions Holding FSIG

# of Institutions

160

Shares Held

48.7M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

11M
Shares

$211 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

7.06M
Shares

$136 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

3.36M
Shares

$64.4 Million
0.01% of portfolio
First Trust Advisors LP Wheaton, IL

2.6M
Shares

$49.9 Million
0.04% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.4M
Shares

$46 Million
0.01% of portfolio

View Full List

About FIRST TR ETF IV LTD DURATION I

Ticker FSIG

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Balboa Wealth Partners First Tr ETF Iv LTD Duration I Transaction History