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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
820K+ 6.79% |
$39.6M - $40.3M
|
12.9M
$630M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
436KNew |
$21M - $21.4M
|
436K
$21.3M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
343K+ 11.2% |
$16.6M - $16.9M
|
3.41M
$167M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
340K+ 92.89% |
$16.4M - $16.7M
|
706K
$34.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
245K+ 97.17% |
$11.8M - $12.1M
|
497K
$24.3M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
231K+ 4.76% |
$11.2M - $11.4M
|
5.08M
$248M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
181K+ 36.65% |
$8.75M - $8.92M
|
676K
$33M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
175K+ 139.02% |
$8.43M - $8.59M
|
300K
$14.7M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
173K+ 21.07% |
$8.38M - $8.54M
|
996K
$48.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
160K+ 134.16% |
$7.72M - $7.87M
|
279K
$13.6M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
144K+ 527.97% |
$6.95M - $7.08M
|
171K
$8.36M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
135KNew |
$6.54M - $6.66M
|
135K
$6.61M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
133K+ 10.62% |
$6.41M - $6.53M
|
1.38M
$67.5M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
124K+ 37.3% |
$5.97M - $6.09M
|
455K
$22.2M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
121K+ 94.89% |
$5.86M - $5.98M
|
249K
$12.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
105K+ 200.3% |
$5.05M - $5.15M
|
157K
$7.66M
|
|
|
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
$7.53M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
96.5K+ 42.38% |
$4.66M - $4.75M
|
324K
$15.8M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
93.7K+ 13.34% |
$4.53M - $4.61M
|
796K
$38.9M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
93.3KNew |
$4.51M - $4.59M
|
93.3K
$4.56M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
88.8K+ 10.07% |
$4.29M - $4.37M
|
970K
$47.4M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
86.8K+ 37743.91% |
$4.19M - $4.27M
|
87K
$4.25M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
85.8K+ 84.24% |
$4.14M - $4.22M
|
188K
$9.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
83.1K+ 69.19% |
$4.01M - $4.09M
|
203K
$9.93M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
80.9K+ 139.71% |
$3.91M - $3.98M
|
139K
$6.78M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
71.3K+ 73.07% |
$3.45M - $3.51M
|
169K
$8.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
64.7K+ 26.76% |
$3.13M - $3.19M
|
307K
$15M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
63.3KNew |
$3.06M - $3.11M
|
63.3K
$3.09M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
62.8K+ 4472.86% |
$3.03M - $3.09M
|
64.2K
$3.14M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
60.7KNew |
$2.93M - $2.99M
|
60.7K
$2.97M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
53.6K+ 200.0% |
$2.59M - $2.64M
|
80.4K
$3.93M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
53.5K+ 46.16% |
$2.58M - $2.63M
|
169K
$8.28M
|
|
|
May 05, 2025
Q1 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
49.3KNew |
$2.38M - $2.43M
|
49.3K
$2.41M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
45K+ 9.24% |
$2.18M - $2.22M
|
532K
$26M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
44.2K+ 23.08% |
$2.13M - $2.17M
|
236K
$11.5M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
41.4K+ 15.34% |
$2M - $2.04M
|
311K
$15.2M
|
|
|
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
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
35K+ 236.85% |
$1.69M - $1.72M
|
49.8K
$2.43M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
33.8K+ 77.12% |
$1.63M - $1.66M
|
77.5K
$3.79M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
32.4K+ 5.4% |
$1.57M - $1.6M
|
633K
$30.9M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
27.3K+ 26.13% |
$1.32M - $1.34M
|
132K
$6.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
27KNew |
$1.3M - $1.33M
|
27K
$1.32M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
26K+ 12.99% |
$1.26M - $1.28M
|
226K
$11.1M
|
|
|
May 15, 2025
Q1 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
25.9K+ 64.31% |
$1.25M - $1.28M
|
66.2K
$3.23M
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
25.6KNew |
$1.24M - $1.26M
|
25.6K
$1.25M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
24.1K+ 18.75% |
$1.16M - $1.18M
|
152K
$7.44M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
23.2K+ 13.65% |
$1.12M - $1.14M
|
193K
$9.44M
|