Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
12.4KNew |
$543K - $570K
|
12.4K
$549K
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.95KNew |
$391K - $410K
|
8.95K
$395K
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
8.43K+ 19.13% |
$368K - $386K
|
52.5K
$2.32M
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
664+ 2.85% |
$29K - $30.4K
|
24K
$1.06M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 0.24% |
$131 - $137
|
1.25K
$55.4K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-27- 13.57% |
$1.18K - $1.24K
|
172
$7.6K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-221- 2.3% |
$9.64K - $10.1K
|
9.38K
$414K
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-455- 12.83% |
$19.9K - $20.8K
|
3.09K
$137K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.06K- 19.01% |
$46.1K - $48.4K
|
4.5K
$199K
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-1.12K- 16.32% |
$49.1K - $51.5K
|
5.77K
$255K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.72K- 35.77% |
$424K - $445K
|
17.5K
$771K
|