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 06, 2025
Q1 2025
|
Holistic Financial Partners
|
SELL
|
- |
-2.73K- 20.44% |
$132K - $134K
|
10.6K
$518K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-2.78K- 37.71% |
$134K - $137K
|
4.58K
$224K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2.79K- 45.18% |
$135K - $137K
|
3.39K
$165K
|
|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-2.84K- 5.91% |
$137K - $140K
|
45.3K
$2.21M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.92K- 1.08% |
$141K - $144K
|
267K
$13.1M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.01K- 43.1% |
$145K - $148K
|
3.97K
$194K
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-3.08K- 0.89% |
$149K - $152K
|
344K
$16.8M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.78K- 12.26% |
$183K - $186K
|
27K
$1.32M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.25K- 4.69% |
$205K - $209K
|
86.3K
$4.21M
|
|
|
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
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-6.49K- 54.45% |
$313K - $319K
|
5.43K
$265K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-6.97K- 12.24% |
$337K - $343K
|
50K
$2.44M
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-7K- 27.14% |
$338K - $344K
|
18.8K
$917K
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-7.16K- 47.21% |
$346K - $352K
|
8K
$391K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.73K- 6.38% |
$373K - $380K
|
113K
$5.54M
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-7.74K- 2.44% |
$374K - $381K
|
309K
$15.1M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-8.84K- 54.34% |
$427K - $435K
|
7.43K
$363K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-8.98K- 15.71% |
$434K - $442K
|
48.2K
$2.35M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-9.13K- 23.59% |
$441K - $449K
|
29.6K
$1.44M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-9.47K- 61.94% |
$458K - $466K
|
5.82K
$284K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-9.66K- 46.59% |
$467K - $476K
|
11.1K
$541K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-10.2K- 4.96% |
$495K - $505K
|
196K
$9.6M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-11.3K- 0.66% |
$547K - $558K
|
1.71M
$83.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-12.3K- 14.64% |
$596K - $607K
|
71.9K
$3.51M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-13.2K- 8.84% |
$638K - $650K
|
136K
$6.65M
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-14.4K- 33.55% |
$698K - $711K
|
28.6K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-14.9K- 2.91% |
$721K - $735K
|
497K
$24.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-15.7K- 23.77% |
$757K - $772K
|
50.3K
$2.46M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-16K- 20.95% |
$773K - $788K
|
60.4K
$2.95M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-18.1K- 31.55% |
$875K - $892K
|
39.3K
$1.92M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-19.7K- 0.21% |
$950K - $968K
|
9.25M
$452M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-24.1K- 0.58% |
$1.16M - $1.19M
|
4.13M
$202M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-24.6K- 10.74% |
$1.19M - $1.21M
|
204K
$9.97M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-27.3K- 99.16% |
$1.32M - $1.34M
|
230
$11.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-27.5K- 5.9% |
$1.33M - $1.35M
|
438K
$21.4M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-27.5K- 6.89% |
$1.33M - $1.35M
|
372K
$18.2M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-29.8K- 23.96% |
$1.44M - $1.47M
|
94.7K
$4.63M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-30.4K- 13.3% |
$1.47M - $1.5M
|
198K
$9.68M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-33.1KClosed |
$1.6M - $1.63M
|
0
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-40K- 4.13% |
$1.93M - $1.97M
|
928K
$45.4M
|
|
|
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
$8.74M
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
SELL
|
- |
-51.2K- 14.78% |
$2.47M - $2.52M
|
295K
$14.4M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-56K- 82.95% |
$2.7M - $2.75M
|
11.5K
$562K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-62.9K- 97.97% |
$3.04M - $3.1M
|
1.31K
$63.8K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-64.6K- 6.13% |
$3.12M - $3.18M
|
990K
$48.4M
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-69K- 49.88% |
$3.33M - $3.4M
|
69.3K
$3.39M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-72.1K- 24.07% |
$3.48M - $3.55M
|
227K
$11.1M
|