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 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-443- 0.18% |
$21.4K - $21.8K
|
252K
$12.3M
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-467- 8.39% |
$22.6K - $23K
|
5.1K
$249K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
SELL
|
- |
-500- 4.81% |
$24.2K - $24.6K
|
9.9K
$484K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-500- 4.17% |
$24.2K - $24.6K
|
11.5K
$562K
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-510- 5.7% |
$24.6K - $25.1K
|
8.43K
$412K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-521- 1.08% |
$25.2K - $25.6K
|
47.7K
$2.33M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-529- 9.7% |
$25.6K - $26K
|
4.93K
$241K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-582- 0.19% |
$28.1K - $28.7K
|
312K
$15.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-608- 9.54% |
$29.4K - $29.9K
|
5.77K
$282K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-618- 0.48% |
$29.9K - $30.4K
|
129K
$6.3M
|
|
|
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
$501K
|
|
|
May 01, 2025
Q1 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-697- 0.24% |
$33.7K - $34.3K
|
285K
$13.9M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-731- 95.43% |
$35.3K - $36K
|
35
$1.71K
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-731- 1.7% |
$35.3K - $36K
|
42.3K
$2.07M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-758- 0.92% |
$36.6K - $37.3K
|
81.7K
$3.99M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-772- 9.77% |
$37.3K - $38K
|
7.13K
$348K
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
SELL
|
- |
-797- 3.51% |
$38.5K - $39.2K
|
21.9K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-805- 1.99% |
$38.9K - $39.6K
|
39.6K
$1.93M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-818- 9.23% |
$39.5K - $40.3K
|
8.04K
$393K
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-852- 13.99% |
$41.2K - $41.9K
|
5.24K
$256K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-907- 0.3% |
$43.8K - $44.7K
|
303K
$14.8M
|
|
|
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
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.11K- 4.07% |
$53.7K - $54.7K
|
26.2K
$1.28M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-1.24K- 46.61% |
$59.9K - $61K
|
1.42K
$69.3K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.26K- 2.61% |
$60.9K - $62K
|
46.9K
$2.29M
|
|
|
Jun 02, 2025
Q1 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
SELL
|
- |
-1.35K- 7.61% |
$65.3K - $66.5K
|
16.4K
$801K
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-1.38K- 8.67% |
$66.6K - $67.8K
|
14.5K
$710K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.46K- 2.53% |
$70.4K - $71.8K
|
56.1K
$2.74M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.49K- 4.91% |
$71.8K - $73.2K
|
28.8K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-1.51K- 18.37% |
$72.9K - $74.3K
|
6.71K
$328K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.58K- 7.65% |
$76.2K - $77.6K
|
19K
$930K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.74K- 5.89% |
$84.1K - $85.7K
|
27.8K
$1.36M
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.75K- 26.1% |
$84.7K - $86.3K
|
4.97K
$243K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.77K- 15.71% |
$85.3K - $86.9K
|
9.48K
$463K
|
|
|
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
$1.19M
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-1.84K- 0.45% |
$89K - $90.7K
|
412K
$20.1M
|
|
|
May 05, 2025
Q1 2025
|
1776 Wealth LLC
|
SELL
|
- |
-1.95K- 14.38% |
$94.2K - $96K
|
11.6K
$567K
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Premier Wealth LLC
Hanover, MA |
SELL
|
- |
-1.99K- 1.73% |
$96K - $97.8K
|
113K
$5.53M
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-2.12K- 5.81% |
$102K - $104K
|
34.3K
$1.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.21K- 29.43% |
$107K - $109K
|
5.3K
$259K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.25K- 1.56% |
$109K - $111K
|
142K
$6.94M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-2.34K- 2.57% |
$113K - $115K
|
88.7K
$4.33M
|
|
|
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
$2.99M
|
|
|
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
$298K
|
|
|
Apr 22, 2025
Q1 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
SELL
|
- |
-2.7K- 16.74% |
$130K - $133K
|
13.4K
$656K
|