Purchases and Sales Made in Q1 2025 in First Tr ETF Fd Iv First Tr Lo (LMBS)
This table provides information about the institutional ownership of First Tr ETF Fd Iv First Tr Lo (LMBS) during Q1 2025. The information is specifically focused on institutions that hold shares of FIRST TR ETF FD IV FIRST TR LO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
245K+ 97.17% |
$11.8M - $12.1M
|
497K
$24.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
160K+ 134.16% |
$7.72M - $7.87M
|
279K
$13.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
105K+ 200.3% |
$5.05M - $5.15M
|
157K
$7.67M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
104KNew |
$5M - $5.1M
|
104K
$5.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
99.1K+ 39.15% |
$4.79M - $4.88M
|
352K
$17.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
96.7K+ 168.39% |
$4.67M - $4.76M
|
154K
$7.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
83.1K+ 69.19% |
$4.01M - $4.09M
|
203K
$9.94M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
80.9K+ 139.71% |
$3.91M - $3.98M
|
139K
$6.79M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
64.7K+ 26.76% |
$3.13M - $3.19M
|
307K
$15M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
62.8K+ 4472.86% |
$3.03M - $3.09M
|
64.2K
$3.14M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
53.6K+ 200.0% |
$2.59M - $2.64M
|
80.4K
$3.93M
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
40.3K+ 14.93% |
$1.95M - $1.98M
|
310K
$15.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
36.6K+ 5.18% |
$1.77M - $1.8M
|
742K
$36.3M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
24.1K+ 18.75% |
$1.16M - $1.18M
|
152K
$7.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.2K+ 3.82% |
$833K - $848K
|
468K
$22.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
16.4K+ 176.04% |
$792K - $807K
|
25.7K
$1.26M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
15.9K+ 93705.88% |
$770K - $784K
|
15.9K
$780K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
14.3K+ 6.32% |
$689K - $703K
|
240K
$11.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
12.7K+ 54.64% |
$612K - $624K
|
35.9K
$1.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
11.4K+ 24.63% |
$550K - $560K
|
57.6K
$2.82M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
11.4K+ 27.54% |
$548K - $559K
|
52.6K
$2.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
11.3KNew |
$545K - $556K
|
11.3K
$552K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
10.7K+ 7.54% |
$519K - $529K
|
153K
$7.49M
|
|
|
Apr 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
10.6K+ 120.99% |
$512K - $522K
|
19.4K
$948K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
10.5K+ 6.42% |
$506K - $516K
|
174K
$8.49M
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
10.2K+ 5.07% |
$493K - $502K
|
211K
$10.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Searcy Financial Services Inc
|
BUY
|
- |
9.7K+ 2.55% |
$469K - $478K
|
390K
$19.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
9.7KNew |
$469K - $478K
|
9.7K
$475K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
9.31K+ 3724.8% |
$450K - $458K
|
9.56K
$468K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.81K+ 21.12% |
$426K - $434K
|
50.5K
$2.47M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
8.25K+ 135.25% |
$398K - $406K
|
14.3K
$702K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
8.12K+ 10.51% |
$392K - $400K
|
85.4K
$4.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.7K+ 25.35% |
$372K - $379K
|
38.1K
$1.86M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.05KNew |
$292K - $298K
|
6.05K
$296K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5.96K+ 3.96% |
$288K - $294K
|
157K
$7.66M
|
|
|
Apr 15, 2025
Q1 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
5.94K+ 4.43% |
$287K - $293K
|
140K
$6.86M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
5.54K+ 46.03% |
$268K - $273K
|
17.6K
$859K
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
5.54KNew |
$267K - $273K
|
5.54K
$271K
|
|
|
Apr 15, 2025
Q1 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
5.23K+ 4.6% |
$253K - $257K
|
119K
$5.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
5.21K+ 65.31% |
$252K - $256K
|
13.2K
$645K
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
5.06K+ 8.77% |
$244K - $249K
|
62.7K
$3.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
4.58K+ 6.82% |
$221K - $226K
|
71.8K
$3.51M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.43KNew |
$214K - $218K
|
4.43K
$217K
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
4.35K+ 10.61% |
$210K - $214K
|
45.4K
$2.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.33K+ 2.34% |
$209K - $213K
|
190K
$9.27M
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
4.13KNew |
$199K - $203K
|
4.13K
$202K
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
4.13K+ 8.16% |
$199K - $203K
|
54.7K
$2.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
3.79K+ 1.78% |
$183K - $186K
|
216K
$10.6M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
3.73KNew |
$180K - $184K
|
3.73K
$182K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
3.73K+ 54.43% |
$180K - $184K
|
10.6K
$518K
|