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 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
40+ 3.66% |
$1.93K - $1.97K
|
1.13K
$55.4K
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
40+ 0.46% |
$1.93K - $1.97K
|
8.79K
$429K
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
40+ 0.88% |
$1.93K - $1.97K
|
4.56K
$223K
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
32New |
$1.55K - $1.58K
|
32
$1.56K
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
30+ 7.67% |
$1.45K - $1.48K
|
421
$20.6K
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
24+ 0.24% |
$1.16K - $1.18K
|
9.95K
$486K
|
|
Apr 22, 2025
Q1 2025
|
Moneywise, Inc.
|
BUY
|
- |
21+ 0.42% |
$1.01K - $1.03K
|
5.04K
$246K
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
15+ 5.28% |
$725 - $738
|
299
$14.6K
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
12+ 1.04% |
$580 - $591
|
1.17K
$56.9K
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
11+ 0.16% |
$531 - $542
|
6.75K
$330K
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
9+ 0.21% |
$435 - $443
|
4.24K
$207K
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
9+ 0.14% |
$435 - $443
|
6.67K
$326K
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
8New |
$386 - $394
|
8
$391
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2- 5.41% |
$96.6 - $98.5
|
35
$1.71K
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-8- 0.06% |
$386 - $394
|
14K
$682K
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-10- 0.24% |
$483 - $492
|
4.2K
$205K
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-30- 1.67% |
$1.45K - $1.48K
|
1.76K
$86.1K
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-35- 0.07% |
$1.69K - $1.72K
|
52.4K
$2.56M
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-42- 0.44% |
$2.03K - $2.07K
|
9.46K
$462K
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-43- 2.28% |
$2.08K - $2.12K
|
1.84K
$90.1K
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-53- 0.77% |
$2.56K - $2.61K
|
6.79K
$332K
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-62- 0.96% |
$3K - $3.05K
|
6.42K
$314K
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-63- 10.08% |
$3.04K - $3.1K
|
562
$27.5K
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-64- 0.41% |
$3.09K - $3.15K
|
15.6K
$761K
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-66- 0.63% |
$3.19K - $3.25K
|
10.3K
$505K
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-76- 2.31% |
$3.67K - $3.74K
|
3.22K
$157K
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-91- 0.93% |
$4.4K - $4.48K
|
9.65K
$471K
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-94- 1.99% |
$4.54K - $4.63K
|
4.64K
$227K
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-100- 0.47% |
$4.83K - $4.92K
|
21.2K
$1.03M
|
|
Apr 28, 2025
Q1 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-101- 0.62% |
$4.88K - $4.97K
|
16.3K
$795K
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
SELL
|
- |
-103- 0.64% |
$4.98K - $5.07K
|
16K
$783K
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-110- 2.53% |
$5.31K - $5.42K
|
4.25K
$207K
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-111- 1.22% |
$5.36K - $5.46K
|
8.99K
$439K
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-128- 84.21% |
$6.18K - $6.3K
|
24
$1.17K
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-151- 2.94% |
$7.29K - $7.43K
|
4.98K
$243K
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-156- 2.63% |
$7.54K - $7.68K
|
5.77K
$282K
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-173- 3.39% |
$8.36K - $8.52K
|
4.94K
$241K
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-195- 2.78% |
$9.42K - $9.6K
|
6.81K
$333K
|
|
May 13, 2025
Q1 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-245- 1.11% |
$11.8K - $12.1K
|
21.8K
$1.07M
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-253- 3.25% |
$12.2K - $12.5K
|
7.54K
$368K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-263- 1.35% |
$12.7K - $12.9K
|
19.2K
$940K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-264- 5.08% |
$12.8K - $13K
|
4.94K
$241K
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-264- 1.66% |
$12.8K - $13K
|
15.7K
$766K
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-264- 2.15% |
$12.8K - $13K
|
12K
$586K
|
|
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
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-351- 96.96% |
$17K - $17.3K
|
11
$537
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-374- 2.47% |
$18.1K - $18.4K
|
14.8K
$721K
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-436- 7.91% |
$21.1K - $21.5K
|
5.08K
$248K
|