A detailed history of Naviter Wealth, LLC transactions in First Tr ETF Iv LTD Duration I stock. As of the latest transaction made, Naviter Wealth, LLC holds 290,744 shares of FSIG stock, worth $5.51 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
290,744
Previous 298,073 2.46%
Holding current value
$5.51 Million
Previous $5.72 Million 4.14%
% of portfolio
0.67%
Previous 0.81%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025

SELL
$18.8 - $19.23 $137,785 - $140,936
-7,329 Reduced 2.46%
290,744 $5.49 Million
Q3 2024

Oct 16, 2024

BUY
$18.72 - $19.32 $1.77 Million - $1.83 Million
94,804 Added 46.64%
298,073 $5.72 Million
Q2 2024

Aug 01, 2024

BUY
$18.55 - $18.85 $99,873 - $101,488
5,384 Added 2.72%
203,269 $3.81 Million
Q1 2024

Apr 18, 2024

BUY
$18.72 - $19.01 $3.7 Million - $3.76 Million
197,885 New
197,885 $3.71 Million

Others Institutions Holding FSIG

About FIRST TR ETF IV LTD DURATION I


  • Ticker FSIG
More about FSIG
Track This Portfolio

Track Naviter Wealth, LLC Portfolio

Follow Naviter Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Naviter Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Naviter Wealth, LLC with notifications on news.