Purchases and Sales Made in Q2 2024 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 Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-59- 1.2% |
$2.81K - $2.86K
|
4.84K
$235K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-59- 1.4% |
$2.81K - $2.86K
|
4.14K
$202K
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-64- 1.32% |
$3.05K - $3.1K
|
4.79K
$233K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-65- 4.64% |
$3.09K - $3.15K
|
1.34K
$65K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-65- 1.12% |
$3.09K - $3.15K
|
5.73K
$279K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-70- 4.9% |
$3.33K - $3.39K
|
1.36K
$66.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-70- 2.61% |
$3.33K - $3.39K
|
2.62K
$127K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-74- 1.61% |
$3.52K - $3.58K
|
4.52K
$220K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-97- 1.17% |
$4.62K - $4.7K
|
8.17K
$397K
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-101- 14.31% |
$4.81K - $4.89K
|
605
$29.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-102- 0.44% |
$4.85K - $4.94K
|
23.3K
$1.13M
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-104- 3.51% |
$4.95K - $5.03K
|
2.86K
$139K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-105- 0.28% |
$5K - $5.08K
|
36.8K
$1.79M
|
|
|
Jul 22, 2024
Q2 2024
|
Essex LLC
|
SELL
|
- |
-111- 2.04% |
$5.28K - $5.37K
|
5.32K
$259K
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-112- 0.19% |
$5.33K - $5.42K
|
60K
$2.92M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-146- 2.18% |
$6.95K - $7.07K
|
6.54K
$318K
|
|
|
Jul 25, 2024
Q2 2024
|
Shaker Investments LLC
|
SELL
|
- |
-150- 2.54% |
$7.14K - $7.26K
|
5.77K
$280K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-218- 1.37% |
$10.4K - $10.6K
|
15.7K
$766K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-218- 3.32% |
$10.4K - $10.6K
|
6.35K
$309K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-246- 19.92% |
$11.7K - $11.9K
|
989
$48.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-247- 1.9% |
$11.8K - $12K
|
12.8K
$621K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-250- 12.41% |
$11.9K - $12.1K
|
1.77K
$85.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-280- 4.51% |
$13.3K - $13.6K
|
5.94K
$289K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-288- 3.22% |
$13.7K - $13.9K
|
8.66K
$421K
|
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-293- 1.71% |
$13.9K - $14.2K
|
16.8K
$818K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-293- 20.21% |
$13.9K - $14.2K
|
1.16K
$56.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-301- 5.93% |
$14.3K - $14.6K
|
4.78K
$232K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-323- 2.55% |
$15.4K - $15.6K
|
12.3K
$600K
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-355- 4.44% |
$16.9K - $17.2K
|
7.65K
$372K
|
|
|
Aug 09, 2024
Q2 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-367- 1.83% |
$17.5K - $17.8K
|
19.6K
$956K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-473- 1.86% |
$22.5K - $22.9K
|
25K
$1.22M
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-548- 5.46% |
$26.1K - $26.5K
|
9.49K
$461K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-550- 9.97% |
$26.2K - $26.6K
|
4.97K
$242K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-581- 6.6% |
$27.6K - $28.1K
|
8.23K
$400K
|
|
|
Jul 17, 2024
Q2 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-595- 3.77% |
$28.3K - $28.8K
|
15.2K
$739K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-602- 8.48% |
$28.6K - $29.1K
|
6.5K
$316K
|
|
|
Jul 12, 2024
Q2 2024
|
626 Financial, LLC
|
SELL
|
- |
-604- 3.41% |
$28.7K - $29.2K
|
17.1K
$832K
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-683- 5.52% |
$32.5K - $33.1K
|
11.7K
$569K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-690- 2.53% |
$32.8K - $33.4K
|
26.5K
$1.29M
|
|
|
Jul 29, 2024
Q2 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-743- 2.04% |
$35.4K - $36K
|
35.7K
$1.74M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-765- 4.82% |
$36.4K - $37K
|
15.1K
$735K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-795- 69.98% |
$37.8K - $38.5K
|
341
$16.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-806- 15.92% |
$38.3K - $39K
|
4.26K
$207K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-812- 5.39% |
$38.6K - $39.3K
|
14.3K
$694K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-832- 0.93% |
$39.6K - $40.3K
|
88.4K
$4.3M
|
|
|
Jul 11, 2024
Q2 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-885- 9.44% |
$42.1K - $42.8K
|
8.49K
$413K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-907- 1.66% |
$43.2K - $43.9K
|
53.6K
$2.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-911- 1.54% |
$43.3K - $44.1K
|
58.4K
$2.84M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
SELL
|
- |
-912- 4.26% |
$43.4K - $44.1K
|
20.5K
$998K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-955- 13.07% |
$45.4K - $46.2K
|
6.35K
$309K
|