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 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.97K+ 2.66% |
$385K - $393K
|
308K
$15M
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
7.96KNew |
$385K - $392K
|
7.96K
$389K
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
7.79K+ 19.22% |
$376K - $383K
|
48.3K
$2.36M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.7K+ 25.35% |
$372K - $379K
|
38.1K
$1.86M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.45K+ 7.76% |
$360K - $367K
|
103K
$5.05M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
7.41K+ 1.63% |
$358K - $365K
|
463K
$22.6M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.3K+ 40.71% |
$353K - $360K
|
25.2K
$1.23M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
7.2K+ 1.02% |
$348K - $355K
|
712K
$34.8M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.11K+ 67.39% |
$343K - $350K
|
17.7K
$863K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
7.09K+ 2.72% |
$343K - $349K
|
268K
$13.1M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6.47KNew |
$313K - $318K
|
6.47K
$316K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
6.36K+ 4.63% |
$307K - $313K
|
144K
$7.02M
|
|
|
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
$7.65M
|
|
|
Apr 15, 2025
Q1 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
5.94K+ 4.43% |
$287K - $293K
|
140K
$6.85M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5.57K+ 69675.0% |
$269K - $274K
|
5.58K
$273K
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
5.54K+ 46.03% |
$268K - $273K
|
17.6K
$858K
|
|
|
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
$5.81M
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
5.23K+ 4.9% |
$252K - $257K
|
112K
$5.46M
|
|
|
Apr 22, 2025
Q1 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
5.21K+ 65.31% |
$252K - $256K
|
13.2K
$644K
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
5.06K+ 8.77% |
$244K - $249K
|
62.7K
$3.07M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
4.92K+ 34.49% |
$238K - $242K
|
19.2K
$938K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.88K+ 11.44% |
$236K - $240K
|
47.5K
$2.32M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.72K+ 12.55% |
$228K - $232K
|
42.3K
$2.07M
|
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
4.63KNew |
$224K - $228K
|
4.63K
$226K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
4.62K+ 6.77% |
$223K - $227K
|
72.8K
$3.56M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.61KNew |
$223K - $227K
|
4.61K
$225K
|
|
|
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
$9.26M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
4.27K+ 7.69% |
$206K - $210K
|
59.9K
$2.92M
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
4.25KNew |
$206K - $209K
|
4.25K
$208K
|
|
|
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
$517K
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
3.66K+ 13.44% |
$177K - $180K
|
30.9K
$1.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
3.65K+ 3.87% |
$176K - $180K
|
98.1K
$4.79M
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
3.55K+ 2.73% |
$172K - $175K
|
134K
$6.52M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
3.27K+ 4.28% |
$158K - $161K
|
79.6K
$3.89M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
3.05K+ 8.4% |
$147K - $150K
|
39.4K
$1.92M
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
3.05K+ 22.12% |
$147K - $150K
|
16.8K
$821K
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
2.94K+ 2.08% |
$142K - $145K
|
144K
$7.03M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.9K+ 24.45% |
$140K - $143K
|
14.8K
$721K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.71K+ 162.69% |
$131K - $134K
|
4.38K
$214K
|
|
|
May 08, 2025
Q1 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
2.62K+ 2.16% |
$127K - $129K
|
124K
$6.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.56K+ 14.76% |
$124K - $126K
|
19.9K
$971K
|