Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.54KNew |
$265K - $275K
|
5.54K
$272K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.52K+ 15.44% |
$265K - $274K
|
41.3K
$2.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.49K+ 6.21% |
$263K - $272K
|
93.9K
$4.61M
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
5.19K+ 3.08% |
$249K - $258K
|
174K
$8.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
5.02KNew |
$241K - $249K
|
5.02K
$247K
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
5K+ 115.69% |
$240K - $248K
|
9.32K
$458K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
4.83K+ 1.91% |
$232K - $240K
|
258K
$12.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
4.7K+ 3.97% |
$225K - $233K
|
123K
$6.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
4.5K+ 70.94% |
$216K - $223K
|
10.8K
$532K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
4.47K+ 5.92% |
$214K - $222K
|
79.9K
$3.92M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.34K+ 0.96% |
$208K - $215K
|
454K
$22.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
4.32K+ 2.48% |
$207K - $214K
|
178K
$8.75M
|
|
|
Oct 23, 2024
Q3 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
4.24KNew |
$203K - $210K
|
4.24K
$208K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
4.16KNew |
$200K - $206K
|
4.16K
$204K
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
4.11KNew |
$197K - $204K
|
4.11K
$202K
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
4.02K+ 8.39% |
$193K - $199K
|
51.9K
$2.55M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
3.63K+ 4.58% |
$174K - $180K
|
82.9K
$4.07M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
3.46K+ 2.76% |
$166K - $171K
|
129K
$6.32M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.43K+ 30.15% |
$165K - $170K
|
14.8K
$727K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
3.42K+ 13.54% |
$164K - $170K
|
28.7K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
3.29K+ 8.29% |
$158K - $163K
|
42.9K
$2.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3.08KNew |
$147K - $153K
|
3.08K
$151K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.06K+ 17.49% |
$147K - $152K
|
20.5K
$1.01M
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
3.04K+ 2.3% |
$146K - $151K
|
135K
$6.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.98K+ 5141.38% |
$143K - $148K
|
3.04K
$149K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.89K+ 60.43% |
$139K - $144K
|
7.68K
$377K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
2.83K+ 8.3% |
$136K - $140K
|
36.9K
$1.81M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.8K+ 67.45% |
$134K - $139K
|
6.94K
$341K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.77K+ 43.11% |
$133K - $138K
|
9.21K
$452K
|
|
|
Oct 08, 2024
Q3 2024
|
Tl Private Wealth
|
BUY
|
- |
2.69K+ 0.89% |
$129K - $133K
|
306K
$15M
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.6K+ 8.16% |
$124K - $129K
|
34.4K
$1.69M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.58K+ 42.82% |
$124K - $128K
|
8.61K
$423K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.48K+ 4.01% |
$119K - $123K
|
64.4K
$3.16M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.26K+ 7.96% |
$108K - $112K
|
30.7K
$1.51M
|
|
|
Nov 08, 2024
Q3 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
2.04K+ 10.37% |
$97.7K - $101K
|
21.7K
$1.06M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2K+ 1.34% |
$95.7K - $99K
|
151K
$7.42M
|
|
|
Oct 18, 2024
Q3 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.94K+ 2.1% |
$93.2K - $96.4K
|
94.5K
$4.64M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.94K+ 1.13% |
$93.1K - $96.3K
|
174K
$8.53M
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
BUY
|
- |
1.93K+ 7.71% |
$92.3K - $95.5K
|
26.9K
$1.32M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.91K+ 9.11% |
$91.6K - $94.8K
|
22.9K
$1.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.77K+ 6.53% |
$84.9K - $87.8K
|
28.9K
$1.42M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.66K+ 10.55% |
$79.6K - $82.4K
|
17.4K
$854K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.64K+ 15.94% |
$78.7K - $81.4K
|
11.9K
$586K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.61K+ 13.79% |
$77.3K - $80K
|
13.3K
$653K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.6KNew |
$76.7K - $79.4K
|
1.6K
$78.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1.54KNew |
$74K - $76.5K
|
1.54K
$75.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
1.5K+ 14.71% |
$71.9K - $74.4K
|
11.7K
$574K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.4KNew |
$67K - $69.3K
|
1.4K
$68.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
1.38K+ 28.96% |
$66.3K - $68.6K
|
6.16K
$302K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.36K+ 0.29% |
$65.4K - $67.7K
|
473K
$23.2M
|