Latest Institutional Transactions on First Tr ETF Iv LTD Duration I (FSIG)
This table provides information on the latest institutional transactions involving First Tr ETF Iv LTD Duration I (FSIG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-14.3K- 36.37% |
$267K - $276K
|
25K
$479K
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-18K- 57.64% |
$333K - $339K
|
13.2K
$253K
|
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
10.3KNew |
$190K - $194K
|
10.3K
$197K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
286+ 37.93% |
$5.31K - $5.39K
|
1.04K
$20K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7.96K+ 9.88% |
$148K - $150K
|
88.6K
$1.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.83KNew |
$34K - $34.5K
|
1.83K
$35.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-24.1K- 74.55% |
$448K - $455K
|
8.24K
$158K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
12.2KNew |
$226K - $230K
|
12.2K
$234K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
615New |
$11.4K - $11.6K
|
615
$11.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2.5K+ 55.56% |
$46.4K - $47.1K
|
7K
$134K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-13.5K- 52.16% |
$250K - $254K
|
12.4K
$238K
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-544- 3.92% |
$10.1K - $10.3K
|
13.3K
$256K
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-20.3K- 63.63% |
$376K - $382K
|
11.6K
$223K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
11.1KNew |
$206K - $209K
|
11.1K
$213K
|
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-19.5K- 52.98% |
$362K - $368K
|
17.3K
$333K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-10.4K- 29.79% |
$196K - $199K
|
24.6K
$473K
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
24.2KNew |
$453K - $460K
|
24.2K
$465K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
530New |
$9.92K - $10.1K
|
530
$10.2K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
48.9KNew |
$915K - $929K
|
48.9K
$939K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
187K+ 417.25% |
$3.5M - $3.55M
|
232K
$4.45M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
133K+ 69.93% |
$2.49M - $2.53M
|
323K
$6.21M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
602+ 0.8% |
$11.3K - $11.4K
|
75.8K
$1.45M
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
336New |
$6.29K - $6.39K
|
336
$6.45K
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-14.5K- 28.97% |
$272K - $277K
|
35.7K
$685K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
11KNew |
$205K - $208K
|
11K
$210K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
142+ 0.35% |
$2.66K - $2.7K
|
40.3K
$775K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.2K- 9.46% |
$22.4K - $22.7K
|
11.4K
$220K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-357- 2.7% |
$6.51K - $6.78K
|
12.9K
$247K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
392New |
$7.15K - $7.44K
|
392
$7.53K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.43K- 89.92% |
$62.5K - $65K
|
384
$7.37K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-524- 3.96% |
$9.55K - $9.95K
|
12.7K
$244K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
9+ 0.61% |
$164 - $171
|
1.49K
$28.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-1.28K- 1.4% |
$23.2K - $24.2K
|
90K
$1.73M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
45.9KNew |
$842K - $861K
|
45.9K
$881K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
596+ 5.83% |
$10.9K - $11.2K
|
10.8K
$208K
|
|
|
Oct 31, 2023
Q3 2023
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-2.36K- 1.24% |
$43.2K - $44.2K
|
188K
$3.61M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-242- 1.0% |
$4.44K - $4.54K
|
23.9K
$460K
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.82K- 1.72% |
$33.3K - $34.1K
|
104K
$1.99M
|
|
| Q2 2023 | |||||||
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
13.5K+ 107.32% |
$251K - $256K
|
26.1K
$501K
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
337KNew |
$6.26M - $6.37M
|
337K
$6.46M
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
17.8KNew |
$331K - $337K
|
17.8K
$342K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.1KNew |
$20.5K - $20.8K
|
1.1K
$21.1K
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
54.9KNew |
$1.02M - $1.04M
|
54.9K
$1.05M
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
119KNew |
$2.2M - $2.25M
|
119K
$2.28M
|
|
|
Apr 17, 2023
Q1 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
20K+ 13.73% |
$371K - $379K
|
166K
$3.19M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
500New |
$9.13K - $9.4K
|
500
$9.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
15KNew |
$275K - $283K
|
15K
$289K
|
|
|
Feb 10, 2023
Q4 2022
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
14.7KNew |
$268K - $276K
|
14.7K
$282K
|
|
|
Jan 20, 2023
Q4 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
10.6KNew |
$193K - $199K
|
10.6K
$203K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
7.1KNew |
$131K - $135K
|
7.1K
$136K
|
|