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
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-455- 33.51% |
$21.8K - $22.6K
|
903
$44.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-495- 3.69% |
$23.7K - $24.6K
|
12.9K
$635K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-518- 1.99% |
$24.8K - $25.7K
|
25.5K
$1.25M
|
|
|
Oct 04, 2024
Q3 2024
|
Capital Cs Group, LLC
|
SELL
|
- |
-518- 6.37% |
$24.8K - $25.7K
|
7.62K
$374K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-530- 30.03% |
$25.4K - $26.3K
|
1.24K
$60.6K
|
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-596- 5.77% |
$28.6K - $29.6K
|
9.74K
$478K
|
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-602- 3.58% |
$28.9K - $29.9K
|
16.2K
$796K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-693- 2.61% |
$33.2K - $34.4K
|
25.9K
$1.27M
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-709- 0.31% |
$34K - $35.2K
|
229K
$11.2M
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-858- 9.5% |
$41.1K - $42.6K
|
8.17K
$401K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-894- 6.96% |
$42.9K - $44.4K
|
11.9K
$586K
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-923- 1.9% |
$44.3K - $45.8K
|
47.7K
$2.34M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-938- 18.05% |
$45K - $46.5K
|
4.26K
$209K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-966- 6.77% |
$46.3K - $47.9K
|
13.3K
$652K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-970- 1.81% |
$46.5K - $48.1K
|
52.6K
$2.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.01K- 3.67% |
$48.6K - $50.3K
|
26.7K
$1.31M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.06K- 2.95% |
$50.9K - $52.7K
|
35K
$1.72M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.12K- 10.52% |
$53.7K - $55.5K
|
9.52K
$467K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.14K- 16.27% |
$54.7K - $56.6K
|
5.87K
$288K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.18K- 2.55% |
$56.5K - $58.5K
|
45.1K
$2.22M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.18K- 8.99% |
$56.7K - $58.6K
|
12K
$588K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.22K- 10.48% |
$58.6K - $60.7K
|
10.4K
$513K
|
|
|
Nov 06, 2024
Q3 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-1.31K- 3.66% |
$63K - $65.2K
|
34.6K
$1.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-1.44K- 24.25% |
$69K - $71.4K
|
4.5K
$221K
|
|
|
Oct 15, 2024
Q3 2024
|
626 Financial, LLC
|
SELL
|
- |
-1.46K- 8.52% |
$69.9K - $72.3K
|
15.7K
$768K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.46K- 9.68% |
$70.2K - $72.6K
|
13.7K
$670K
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-1.52K- 19.29% |
$73.1K - $75.6K
|
6.38K
$313K
|
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-1.65K- 23.71% |
$78.9K - $81.7K
|
5.3K
$260K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.7K- 6.81% |
$81.7K - $84.5K
|
23.3K
$1.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.72K- 16.15% |
$82.2K - $85.1K
|
8.9K
$437K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.77K- 26.09% |
$84.9K - $87.9K
|
5.02K
$246K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.95K- 5.29% |
$93.5K - $96.7K
|
34.9K
$1.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.22K- 1.82% |
$106K - $110K
|
120K
$5.89M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.34K- 38.72% |
$112K - $116K
|
3.7K
$182K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.46K- 10.61% |
$118K - $122K
|
20.7K
$1.02M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-2.48K- 5.06% |
$119K - $123K
|
46.6K
$2.29M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-2.52K- 5.31% |
$121K - $125K
|
45K
$2.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-2.53K- 3.02% |
$121K - $126K
|
81.4K
$3.99M
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.63K- 2.02% |
$126K - $130K
|
127K
$6.25M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.63K- 30.33% |
$126K - $130K
|
6.03K
$296K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-2.69K- 12.44% |
$129K - $133K
|
18.9K
$930K
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-2.81K- 21.72% |
$135K - $139K
|
10.1K
$497K
|
|
|
Oct 31, 2024
Q3 2024
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-2.84K- 1.13% |
$136K - $141K
|
249K
$12.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3.28K- 38.69% |
$157K - $163K
|
5.19K
$255K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-3.32K- 8.94% |
$159K - $165K
|
33.8K
$1.66M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.46K- 7.63% |
$166K - $172K
|
41.9K
$2.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.49K- 14.31% |
$167K - $173K
|
20.9K
$1.03M
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-3.61K- 1.38% |
$173K - $179K
|
259K
$12.7M
|
|
|
Oct 03, 2024
Q3 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-3.93K- 5.94% |
$189K - $195K
|
62.3K
$3.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-4.2K- 15.76% |
$201K - $208K
|
22.4K
$1.1M
|