Purchases and Sales Made in Q1 2024 in First Tr Exc Traded Fd Iv High (HISF)
This table provides information about the institutional ownership of First Tr Exc Traded Fd Iv High (HISF) during Q1 2024. The information is specifically focused on institutions that hold shares of FIRST TR EXC TRADED FD IV HIGH.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
BUY
|
- |
42.3KNew |
$1.86M - $1.9M
|
42.3K
$1.87M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
35.6KNew |
$1.56M - $1.6M
|
35.6K
$1.57M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.66KNew |
$337K - $344K
|
7.66K
$338K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.95KNew |
$305K - $312K
|
6.95K
$307K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.97KNew |
$218K - $223K
|
4.97K
$220K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.87K+ 105.51% |
$214K - $219K
|
9.48K
$419K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.48K+ 75.03% |
$197K - $201K
|
10.4K
$461K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.42K+ 9.82% |
$106K - $108K
|
27K
$1.19M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.86K+ 6.2% |
$81.5K - $83.4K
|
31.8K
$1.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
550+ 7.7% |
$24.2K - $24.7K
|
7.69K
$340K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
474+ 2.64% |
$20.8K - $21.3K
|
18.4K
$814K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
117+ 1.8% |
$5.14K - $5.25K
|
6.61K
$292K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
90+ 1.6% |
$3.95K - $4.04K
|
5.71K
$252K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
37+ 5.94% |
$1.63K - $1.66K
|
660
$29.2K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7+ 0.09% |
$308 - $314
|
8.19K
$362K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.41% |
$43.9 - $44.9
|
242
$10.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 50.0% |
$43.9 - $44.9
|
1
$44.2
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-36- 0.19% |
$1.58K - $1.62K
|
18.4K
$814K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-108- 26.6% |
$4.74K - $4.85K
|
298
$13.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-110- 1.53% |
$4.83K - $4.94K
|
7.07K
$312K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-280- 5.04% |
$12.3K - $12.6K
|
5.28K
$233K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-860- 8.23% |
$37.8K - $38.6K
|
9.59K
$424K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-995- 4.01% |
$43.7K - $44.7K
|
23.8K
$1.05M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.74K- 79.56% |
$76.3K - $78K
|
446
$19.7K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.33K- 23.98% |
$102K - $105K
|
7.38K
$326K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.03K- 24.85% |
$177K - $181K
|
12.2K
$538K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-7.63K- 12.96% |
$335K - $343K
|
51.2K
$2.26M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.8K- 10.23% |
$343K - $350K
|
68.4K
$3.02M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.49K- 61.41% |
$373K - $381K
|
5.33K
$236K
|