Marshall Financial Group LLC First Tr ETF Iv Long Duration Transaction History

Marshall Financial Group LLC

$408 Million
Q4 2024

A detailed history of Marshall Financial Group LLC transactions in First Tr ETF Iv Long Duration stock. As of the latest transaction made, Marshall Financial Group LLC holds 676,567 shares of LGOV stock, worth $14.1 Million. This represents 3.46% of its overall portfolio holdings.

Number of Shares

676,567

Previous 633,349 6.82%

Holding current value

$14.1 Million

Previous $14.2 Million 0.62%

% of portfolio

3.46%

Previous 3.44%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$20.75 - $22.49 $896,773 - $971,972	43,218 Added 6.82%	676,567 $14.1 Million
Q3 2024 Oct 16, 2024	SELL	$20.77 - $22.83 $185,434 - $203,826	-8,928 Reduced 1.39%	633,349 $14.2 Million
Q2 2024 Jul 19, 2024	BUY	$20.17 - $21.44 $1 Million - $1.06 Million	49,579 Added 8.36%	642,277 $13.5 Million
Q1 2024 Apr 19, 2024	BUY	$21.06 - $22.13 $1.75 Million - $1.84 Million	83,300 Added 16.35%	592,698 $12.7 Million
Q4 2023 Jan 10, 2024	BUY	$19.38 - $22.33 $469,247 - $540,676	24,213 Added 4.99%	509,398 $11.3 Million
Q3 2023 Oct 19, 2023	SELL	$20.28 - $22.33 $25,106 - $27,644	-1,238 Reduced 0.25%	485,185 $9.84 Million
Q2 2023 Jul 17, 2023	BUY	$22.08 - $23.28 $946,370 - $997,804	42,861 Added 9.66%	486,423 $10.8 Million
Q1 2023 Apr 18, 2023	BUY	$21.8 - $23.04 $2.41 Million - $2.54 Million	110,338 Added 33.11%	443,562 $10.1 Million
Q4 2022 Feb 01, 2023	BUY	$21.05 - $23.18 $7.01 Million - $7.72 Million	333,224 New	333,224 $7.29 Million

Others Institutions Holding LGOV

# of Institutions

113

Shares Held

23M

Call Options Held

Put Options Held

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About FIRST TR ETF IV LONG DURATION

Ticker LGOV
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Marshall Financial Group LLC First Tr ETF Iv Long Duration Transaction History