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 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-126- 1.21% |
$2.37K - $2.42K
|
10.3K
$195K
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-297- 0.93% |
$5.58K - $5.71K
|
31.5K
$595K
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-575- 3.94% |
$10.8K - $11.1K
|
14K
$265K
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-671- 2.21% |
$12.6K - $12.9K
|
29.6K
$560K
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-710- 6.35% |
$13.3K - $13.7K
|
10.5K
$198K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-1.04K- 39.22% |
$19.6K - $20K
|
1.61K
$30.5K
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.77K- 54.1% |
$33.2K - $34K
|
1.5K
$28.3K
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.91K- 7.34% |
$35.9K - $36.7K
|
24.1K
$455K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.99K- 3.71% |
$37.4K - $38.2K
|
51.6K
$976K
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-2.58K- 12.27% |
$48.5K - $49.6K
|
18.4K
$349K
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2.89K- 2.15% |
$54.3K - $55.5K
|
131K
$2.48M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.35K- 1.66% |
$63K - $64.4K
|
198K
$3.75M
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.42K- 20.88% |
$64.3K - $65.8K
|
13K
$245K
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.73K- 99.92% |
$70.1K - $71.7K
|
3
$56.7
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.87K- 9.57% |
$91.5K - $93.6K
|
46K
$869K
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-5.81K- 31.22% |
$109K - $112K
|
12.8K
$242K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.28K- 9.45% |
$118K - $121K
|
60.2K
$1.14M
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-6.58K- 19.17% |
$124K - $127K
|
27.7K
$524K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-7K- 6.7% |
$132K - $135K
|
97.5K
$1.84M
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-7.13K- 33.09% |
$134K - $137K
|
14.4K
$272K
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-7.33K- 2.46% |
$138K - $141K
|
291K
$5.5M
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-7.52K- 8.09% |
$141K - $145K
|
85.4K
$1.61M
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-8.29K- 26.2% |
$156K - $159K
|
23.3K
$441K
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-8.79K- 2.25% |
$165K - $169K
|
381K
$7.21M
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-9.01K- 5.54% |
$169K - $173K
|
154K
$2.9M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-9.26K- 9.08% |
$174K - $178K
|
92.7K
$1.75M
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-9.75K- 17.81% |
$183K - $187K
|
45K
$850K
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-9.75K- 17.81% |
$183K - $187K
|
45K
$850K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.4K- 6.81% |
$234K - $239K
|
170K
$3.22M
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12.8K- 57.61% |
$240K - $246K
|
9.4K
$178K
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-16.2K- 13.61% |
$305K - $312K
|
103K
$1.95M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-24.6K- 9.84% |
$463K - $473K
|
225K
$4.26M
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-41.6K- 23.94% |
$781K - $799K
|
132K
$2.5M
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-69.9K- 13.6% |
$1.31M - $1.34M
|
444K
$8.39M
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-71.8K- 14.55% |
$1.35M - $1.38M
|
422K
$7.97M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-74K- 13.57% |
$1.39M - $1.42M
|
471K
$8.91M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-120K- 22.03% |
$2.26M - $2.31M
|
425K
$8.04M
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-180K- 16.08% |
$3.39M - $3.46M
|
940K
$17.8M
|