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
|
Prospera Financial Services Inc
|
BUY
|
- |
23K+ 4.7% |
$1.11M - $1.13M
|
513K
$25.1M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
22K+ 3.04% |
$1.06M - $1.08M
|
746K
$36.5M
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
22K+ 7.93% |
$1.06M - $1.08M
|
299K
$14.6M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
21K+ 7.84% |
$1.02M - $1.04M
|
289K
$14.1M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
20.9K+ 4.61% |
$1.01M - $1.03M
|
475K
$23.2M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
17.4K+ 34.34% |
$841K - $857K
|
68.1K
$3.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.2K+ 3.82% |
$833K - $848K
|
468K
$22.9M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
16.9K+ 11.07% |
$815K - $831K
|
169K
$8.27M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
16.4K+ 176.04% |
$792K - $807K
|
25.7K
$1.26M
|
|
|
May 13, 2025
Q1 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
16.4KNew |
$791K - $806K
|
16.4K
$800K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
15.9K+ 93705.88% |
$770K - $784K
|
15.9K
$779K
|
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
15.8KNew |
$763K - $778K
|
15.8K
$772K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
15.4K+ 6.2% |
$742K - $756K
|
263K
$12.8M
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
14.4K+ 22.0% |
$695K - $708K
|
79.8K
$3.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
14.3K+ 6.32% |
$689K - $703K
|
240K
$11.7M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
14.3K+ 13.4% |
$689K - $703K
|
121K
$5.9M
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
14.1K+ 15.03% |
$681K - $694K
|
108K
$5.27M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
13.5K+ 4.05% |
$650K - $662K
|
345K
$16.9M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13K+ 6.78% |
$626K - $638K
|
204K
$9.97M
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
12.7K+ 54.64% |
$612K - $624K
|
35.9K
$1.75M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
12.7K+ 7.98% |
$611K - $623K
|
171K
$8.37M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.5K+ 53.52% |
$602K - $613K
|
35.7K
$1.75M
|
|
|
May 12, 2025
Q1 2025
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
12.3K+ 5.83% |
$594K - $605K
|
223K
$10.9M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
11.8K+ 51.5% |
$572K - $582K
|
34.8K
$1.7M
|
|
|
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
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11.2KNew |
$541K - $552K
|
11.2K
$547K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.2K+ 265.77% |
$541K - $551K
|
15.4K
$752K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.9K+ 2.78% |
$528K - $538K
|
405K
$19.8M
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
BUY
|
- |
10.9K+ 51.15% |
$527K - $537K
|
32.3K
$1.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
10.7K+ 7.54% |
$519K - $529K
|
153K
$7.48M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
10.7K+ 13.54% |
$517K - $527K
|
89.8K
$4.39M
|
|
|
Apr 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
10.6K+ 120.99% |
$512K - $522K
|
19.4K
$946K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
10.5K+ 6.42% |
$506K - $516K
|
174K
$8.48M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
10.4K+ 32.71% |
$501K - $511K
|
42.1K
$2.06M
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
10.2K+ 5.07% |
$493K - $502K
|
211K
$10.3M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
9.72KNew |
$470K - $479K
|
9.72K
$475K
|
|
|
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
$474K
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
9.34KNew |
$451K - $460K
|
9.34K
$456K
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
9.32K+ 5.53% |
$450K - $459K
|
178K
$8.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
9.31K+ 3724.8% |
$450K - $458K
|
9.56K
$467K
|
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
8.98KNew |
$434K - $442K
|
8.98K
$439K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
8.88KNew |
$429K - $437K
|
8.88K
$434K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.81K+ 21.12% |
$426K - $434K
|
50.5K
$2.47M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
8.55K+ 91.75% |
$413K - $421K
|
17.9K
$873K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
8.25K+ 135.25% |
$398K - $406K
|
14.3K
$701K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
8.19KNew |
$396K - $403K
|
8.19K
$400K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
8.12K+ 10.51% |
$392K - $400K
|
85.4K
$4.17M
|