Ownership history in IFG Advisory, LLC · 26 quarters on record
This page tracks every 13F SEC filing in which IFG Advisory, LLC reported a position in FIRST TRUST (FTCS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 279,311 | -58,208 | -17.2% | 1.13% | $25.8M | $92.51 |
| 2025 Q3 | ADDED | 337,519 | +9,500 | +2.9% | 1.44% | $31.6M | $93.38 |
| 2025 Q2 | ADDED | 328,019 | +520 | +0.2% | 1.50% | $29.8M | $90.39 |
| 2025 Q1 | REDUCED | 327,499 | -763 | -0.2% | 1.63% | $29.4M | $88.91 |
| 2024 Q4 | REDUCED | 328,262 | -12,961 | -3.8% | 1.63% | $28.8M | $86.90 |
| 2024 Q3 | REDUCED | 341,223 | -11,490 | -3.3% | 1.97% | $31.0M | $89.45 |
| 2024 Q2 | REDUCED | 352,713 | -11,091 | -3.0% | 1.90% | $29.6M | $82.55 |
| 2024 Q1 | REDUCED | 363,804 | -9,036 | -2.4% | 2.32% | $31.2M | $83.85 |
| 2023 Q4 | REDUCED | 372,840 | -8,574 | -2.2% | 2.18% | $29.8M | $78.15 |
| 2023 Q3 | REDUCED | 381,414 | -28,211 | -6.9% | 2.36% | $28.1M | $71.50 |
As of 2025 Q4 — sorted by position size