Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.8K+ 16.48% |
$147K - $150K
|
55.1K
$1.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.96K+ 6.88% |
$131K - $134K
|
108K
$2.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
6.49K+ 16.18% |
$122K - $125K
|
46.6K
$880K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
6.38KNew |
$120K - $123K
|
6.38K
$121K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.38K+ 1.72% |
$120K - $123K
|
377K
$7.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.19K+ 7.52% |
$116K - $119K
|
88.5K
$1.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
5.48KNew |
$103K - $105K
|
5.48K
$103K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
5.46K+ 4.86% |
$103K - $105K
|
118K
$2.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
5.18KNew |
$97.4K - $99.7K
|
5.18K
$98K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
4.5K+ 7.5% |
$84.7K - $86.6K
|
64.5K
$1.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
4.36K+ 16.67% |
$82K - $83.8K
|
30.5K
$577K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.2K+ 13.22% |
$78.9K - $80.7K
|
36K
$680K
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
3.82K+ 8.33% |
$71.8K - $73.4K
|
49.6K
$938K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.55K+ 8.1% |
$66.7K - $68.2K
|
47.4K
$895K
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
3.4K+ 16.39% |
$63.8K - $65.3K
|
24.1K
$456K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
3.16K+ 2.82% |
$59.3K - $60.7K
|
115K
$2.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.14K+ 10.86% |
$59K - $60.3K
|
32K
$605K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
3.11K+ 20.29% |
$58.4K - $59.8K
|
18.4K
$348K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.66K+ 8.53% |
$50.1K - $51.2K
|
33.9K
$640K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.31K+ 10.07% |
$43.4K - $44.4K
|
25.2K
$477K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2.19K+ 10.75% |
$41.2K - $42.2K
|
22.6K
$427K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.69K+ 4.06% |
$31.8K - $32.5K
|
43.3K
$819K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.65K+ 1.47% |
$31K - $31.7K
|
114K
$2.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.48K+ 98.28% |
$27.9K - $28.5K
|
2.99K
$56.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.38K+ 3.52% |
$25.9K - $26.5K
|
40.5K
$766K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.21K+ 2.21% |
$22.8K - $23.3K
|
56K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
1.15KNew |
$21.7K - $22.2K
|
1.15K
$21.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.09K+ 2.67% |
$20.5K - $20.9K
|
41.9K
$791K
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
898+ 1.98% |
$16.9K - $17.3K
|
46.3K
$876K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
895+ 7.43% |
$16.8K - $17.2K
|
12.9K
$245K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
724+ 2.88% |
$13.6K - $13.9K
|
25.9K
$489K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
497+ 6.58% |
$9.34K - $9.56K
|
8.05K
$152K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
491+ 1.84% |
$9.23K - $9.44K
|
27.1K
$512K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
426New |
$8.01K - $8.19K
|
426
$8.05K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
299+ 2.23% |
$5.62K - $5.75K
|
13.7K
$259K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
287+ 2.27% |
$5.4K - $5.52K
|
12.9K
$244K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
168+ 64.86% |
$3.16K - $3.23K
|
427
$8.07K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
161New |
$3.03K - $3.1K
|
161
$3.04K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
144+ 1.16% |
$2.71K - $2.77K
|
12.6K
$238K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
143+ 1.77% |
$2.69K - $2.75K
|
8.21K
$155K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
117+ 0.13% |
$2.2K - $2.25K
|
89.7K
$1.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
65+ 0.19% |
$1.22K - $1.25K
|
33.9K
$640K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
61+ 0.49% |
$1.15K - $1.17K
|
12.5K
$237K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
26New |
$489 - $500
|
26
$491
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4+ 0.83% |
$75.2 - $76.9
|
488
$9.22K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3+ 0.01% |
$56.4 - $57.7
|
49.1K
$927K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-9- 0.5% |
$169 - $173
|
1.78K
$33.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-29- 0.16% |
$545 - $558
|
17.8K
$337K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-56- 1.71% |
$1.05K - $1.08K
|
3.21K
$60.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-72- 8.39% |
$1.35K - $1.38K
|
786
$14.9K
|