Ownership history in IFG Advisory, LLC · 13 quarters on record
This page tracks every 13F SEC filing in which IFG Advisory, LLC reported a position in FIRST TRUST (FEX). 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 Q3 | ADDED | 1,888 | +5 | +0.3% | 0.01% | $221K | $116.42 |
| 2025 Q2 | REDUCED | 1,883 | -320 | -14.5% | 0.01% | $207K | $109.28 |
| 2024 Q2 | REDUCED | 2,203 | -23 | -1.0% | 0.01% | $214K | $95.18 |
| 2023 Q4 | REDUCED | 2,226 | -665 | -23.0% | 0.01% | $201K | $88.06 |
| 2022 Q2 | ADDED | 2,891 | +29 | +1.0% | 0.02% | $219K | $72.42 |
| 2022 Q1 | ADDED | 2,862 | +4 | +0.1% | 0.03% | $252K | $83.77 |
| 2021 Q4 | REDUCED | 2,858 | -17 | -0.6% | 0.03% | $263K | $87.40 |
| 2021 Q3 | ADDED | 2,875 | +4 | +0.1% | 0.03% | $245K | $80.49 |
| 2021 Q2 | ADDED | 2,871 | +186 | +6.9% | 0.03% | $246K | $80.84 |
| 2021 Q1 | REDUCED | 2,685 | -369 | -12.1% | 0.03% | $215K | $75.24 |
As of 2025 Q4 — sorted by position size