Purchases and Sales Made in Q3 2025 in First Tr ETF Iv LTD Duration I (FSIG)
This table provides information about the institutional ownership of First Tr ETF Iv LTD Duration I (FSIG) during Q3 2025. The information is specifically focused on institutions that hold shares of FIRST TR ETF IV LTD DURATION I.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
466K+ 4.42% |
$8.87M - $9.01M
|
11M
$211M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
377K+ 41.86% |
$7.17M - $7.28M
|
1.28M
$24.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
333KNew |
$6.34M - $6.44M
|
333K
$6.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
179K+ 9.85% |
$3.41M - $3.46M
|
2M
$38.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
172K+ 7.75% |
$3.28M - $3.33M
|
2.4M
$46M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
160K+ 234.08% |
$3.05M - $3.09M
|
228K
$4.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
154K+ 207.78% |
$2.94M - $2.98M
|
229K
$4.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
145K+ 21.56% |
$2.77M - $2.81M
|
820K
$15.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
127K+ 7.75% |
$2.41M - $2.45M
|
1.76M
$33.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
58.9K+ 1.79% |
$1.12M - $1.14M
|
3.36M
$64.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
54.5KNew |
$1.04M - $1.05M
|
54.5K
$1.05M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
54.4K+ 19.99% |
$1.03M - $1.05M
|
326K
$6.26M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
48.9K+ 1.92% |
$931K - $946K
|
2.6M
$49.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
45.1K+ 5.16% |
$858K - $872K
|
919K
$17.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
38.1K+ 7.61% |
$725K - $736K
|
539K
$10.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.9K+ 0.45% |
$608K - $617K
|
7.06M
$136M
|
|
|
Nov 13, 2025
Q3 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
29K+ 209.73% |
$553K - $561K
|
42.9K
$824K
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
25.1KNew |
$478K - $485K
|
25.1K
$482K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
24.9K+ 14.45% |
$474K - $482K
|
197K
$3.79M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
24.7K+ 3.33% |
$471K - $478K
|
767K
$14.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
22.8K+ 43.53% |
$434K - $441K
|
75.2K
$1.44M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
21.3KNew |
$406K - $413K
|
21.3K
$410K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
16.8K+ 35.12% |
$320K - $325K
|
64.7K
$1.24M
|
|
|
Oct 07, 2025
Q3 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
12.8K+ 5.33% |
$243K - $246K
|
252K
$4.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.5K+ 16.69% |
$239K - $242K
|
87.7K
$1.68M
|
|
|
Nov 06, 2025
Q3 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
12.2K+ 8.04% |
$232K - $236K
|
164K
$3.15M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.1K+ 24.54% |
$211K - $214K
|
56.3K
$1.08M
|
|
|
Nov 06, 2025
Q3 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
10.1KNew |
$191K - $194K
|
10.1K
$193K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
9.21K+ 1.25% |
$175K - $178K
|
748K
$14.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
8.88K+ 2.14% |
$169K - $172K
|
424K
$8.15M
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
BUY
|
- |
8.54K+ 9.76% |
$162K - $165K
|
96K
$1.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.1KNew |
$154K - $157K
|
8.1K
$156K
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
7.9K+ 16.15% |
$150K - $153K
|
56.8K
$1.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.54K+ 16.71% |
$144K - $146K
|
52.7K
$1.01M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
7.53K+ 48.56% |
$143K - $145K
|
23K
$442K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
7.44KNew |
$141K - $144K
|
7.44K
$143K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
7.32K+ 15.44% |
$139K - $141K
|
54.7K
$1.05M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
6.83K+ 187.36% |
$130K - $132K
|
10.5K
$201K
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
6.39K+ 5.32% |
$122K - $124K
|
126K
$2.43M
|
|
|
Oct 29, 2025
Q3 2025
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
6.38K+ 5.61% |
$121K - $123K
|
120K
$2.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
6.37K+ 6.66% |
$121K - $123K
|
102K
$1.96M
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
6.3K+ 10.89% |
$120K - $122K
|
64.2K
$1.23M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.17K+ 11.06% |
$117K - $119K
|
62K
$1.19M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.11K+ 5.91% |
$116K - $118K
|
109K
$2.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.71K+ 9.62% |
$109K - $110K
|
65K
$1.25M
|
|
|
Oct 31, 2025
Q3 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
5.67K+ 19.32% |
$108K - $110K
|
35K
$672K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
5.11K+ 4.84% |
$97.3K - $98.8K
|
111K
$2.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
4.76KNew |
$90.5K - $91.9K
|
4.76K
$91.3K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.16K+ 7.75% |
$79.1K - $80.4K
|
57.8K
$1.11M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
4K+ 38.12% |
$76K - $77.2K
|
14.5K
$278K
|
|