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 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-263- 1.35% |
$12.7K - $12.9K
|
19.2K
$941K
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-283- 3.2% |
$13.7K - $13.9K
|
8.57K
$419K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-320- 53.07% |
$15.5K - $15.8K
|
283
$13.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-500- 4.17% |
$24.2K - $24.6K
|
11.5K
$563K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
SELL
|
- |
-500- 4.81% |
$24.2K - $24.6K
|
9.9K
$484K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-608- 9.54% |
$29.4K - $29.9K
|
5.77K
$282K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-673- 2.66% |
$32.5K - $33.1K
|
24.7K
$1.21M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-679- 6.21% |
$32.8K - $33.4K
|
10.3K
$502K
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-731- 1.7% |
$35.3K - $36K
|
42.3K
$2.07M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-772- 9.77% |
$37.3K - $38K
|
7.13K
$349K
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-852- 13.99% |
$41.2K - $41.9K
|
5.24K
$256K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-914- 3.09% |
$44.2K - $45K
|
28.7K
$1.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.11K- 17.84% |
$53.5K - $54.5K
|
5.1K
$249K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.58K- 7.65% |
$76.2K - $77.6K
|
19K
$931K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.75K- 26.1% |
$84.7K - $86.3K
|
4.97K
$243K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.77K- 7.0% |
$85.7K - $87.3K
|
23.6K
$1.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-1.78K- 6.78% |
$85.8K - $87.5K
|
24.4K
$1.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-1.84K- 0.45% |
$89K - $90.7K
|
412K
$20.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Premier Wealth LLC
Hanover, MA |
SELL
|
- |
-1.99K- 1.73% |
$96K - $97.8K
|
113K
$5.54M
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-2.12K- 5.81% |
$102K - $104K
|
34.3K
$1.68M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.21K- 29.43% |
$107K - $109K
|
5.3K
$259K
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-2.34K- 2.57% |
$113K - $115K
|
88.7K
$4.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-2.34K- 81.31% |
$113K - $115K
|
538
$26.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.44K- 3.83% |
$118K - $120K
|
61.2K
$3M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.58K- 10.25% |
$125K - $127K
|
22.6K
$1.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.68K- 30.53% |
$130K - $132K
|
6.1K
$299K
|
|
|
Apr 22, 2025
Q1 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
SELL
|
- |
-2.7K- 16.74% |
$130K - $133K
|
13.4K
$657K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-2.78K- 37.71% |
$134K - $137K
|
4.58K
$224K
|
|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-2.84K- 5.91% |
$137K - $140K
|
45.3K
$2.22M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-4.78K- 50.0% |
$231K - $235K
|
4.78K
$234K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.54K- 51.48% |
$268K - $273K
|
5.22K
$255K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-6.25K- 13.13% |
$302K - $307K
|
41.3K
$2.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-6.97K- 12.24% |
$337K - $343K
|
50K
$2.44M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-7.16K- 47.21% |
$346K - $352K
|
8K
$391K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-10.2K- 4.96% |
$495K - $505K
|
196K
$9.61M
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-12.3K- 14.64% |
$596K - $607K
|
71.9K
$3.52M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-24.6K- 10.74% |
$1.19M - $1.21M
|
204K
$9.98M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-27.5K- 5.9% |
$1.33M - $1.35M
|
438K
$21.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-47.3K- 51.3% |
$2.28M - $2.33M
|
44.9K
$2.19M
|
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-47.5K- 20.98% |
$2.29M - $2.34M
|
179K
$8.75M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-62.9K- 97.97% |
$3.04M - $3.1M
|
1.31K
$63.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-72.1K- 24.07% |
$3.48M - $3.55M
|
227K
$11.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-83.2K- 29.95% |
$4.02M - $4.1M
|
195K
$9.52M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-103K- 79.1% |
$4.96M - $5.06M
|
27.1K
$1.33M
|