Purchases and Sales Made in Q4 2024 in First Tr ETF Iv Long Duration (LGOV)
This table provides information about the institutional ownership of First Tr ETF Iv Long Duration (LGOV) during Q4 2024. The information is specifically focused on institutions that hold shares of FIRST TR ETF IV LONG DURATION .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
690KNew |
$14.3M - $15.5M
|
690K
$14.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
297KNew |
$6.15M - $6.67M
|
297K
$6.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
119KNew |
$2.47M - $2.68M
|
119K
$2.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
101K+ 12.97% |
$2.09M - $2.26M
|
876K
$18.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
45.3K+ 14.09% |
$941K - $1.02M
|
367K
$7.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
43.2K+ 6.82% |
$897K - $972K
|
677K
$14.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
28.3K+ 117.76% |
$587K - $637K
|
52.3K
$1.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
11.9K+ 17.81% |
$246K - $267K
|
78.4K
$1.64M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
10.5K+ 565.16% |
$218K - $236K
|
12.4K
$259K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.1K+ 112.46% |
$210K - $228K
|
19.1K
$401K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
5.06K+ 7.01% |
$105K - $114K
|
77.2K
$1.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.75K+ 3.52% |
$77.7K - $84.2K
|
110K
$2.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
2.26K+ 9.4% |
$46.8K - $50.7K
|
26.2K
$550K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.23K+ 24.43% |
$46.2K - $50.1K
|
11.3K
$238K
|
|
|
Jan 23, 2025
Q4 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
1.63K+ 10.06% |
$33.9K - $36.7K
|
17.8K
$374K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
956+ 0.89% |
$19.8K - $21.5K
|
108K
$2.27M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
84New |
$1.74K - $1.89K
|
84
$1.76K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
38+ 13.24% |
$789 - $855
|
325
$6.81K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
21+ 1.0% |
$436 - $472
|
2.13K
$44.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-132- 1.18% |
$2.74K - $2.97K
|
11K
$231K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-770- 5.37% |
$16K - $17.3K
|
13.6K
$284K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-891- 5.22% |
$18.5K - $20K
|
16.2K
$339K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.19K- 2.13% |
$24.6K - $26.7K
|
54.6K
$1.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.2K- 2.5% |
$24.9K - $27K
|
46.9K
$982K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.47K- 13.67% |
$92.8K - $101K
|
28.3K
$592K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-12.8K- 13.96% |
$265K - $287K
|
78.7K
$1.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-72K- 9.86% |
$1.49M - $1.62M
|
658K
$13.8M
|