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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.27K- 15.36% |
$205K - $212K
|
23.5K
$1.16M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.29K- 8.74% |
$206K - $213K
|
44.8K
$2.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.74K- 37.16% |
$227K - $235K
|
8.02K
$394K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
SELL
|
- |
-5K- 24.37% |
$240K - $248K
|
15.5K
$762K
|
|
|
Oct 21, 2024
Q3 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-5.05K- 14.15% |
$242K - $250K
|
30.6K
$1.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-5.26K- 10.47% |
$252K - $261K
|
45K
$2.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-5.49K- 16.4% |
$263K - $272K
|
28K
$1.37M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-5.54K- 18.58% |
$266K - $275K
|
24.3K
$1.19M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.67K- 3.04% |
$272K - $281K
|
181K
$8.87M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.01K- 32.95% |
$288K - $298K
|
12.2K
$600K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.33K- 47.27% |
$303K - $314K
|
7.06K
$346K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-6.53K- 2.93% |
$313K - $324K
|
217K
$10.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-6.99K- 62.32% |
$335K - $347K
|
4.23K
$207K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-7.07K- 15.57% |
$339K - $351K
|
38.4K
$1.88M
|
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
SELL
|
- |
-7.42K- 47.23% |
$356K - $368K
|
8.3K
$407K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8.21K- 3.11% |
$393K - $407K
|
256K
$12.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-8.21K- 6.24% |
$394K - $407K
|
124K
$6.06M
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-8.35K- 40.77% |
$400K - $414K
|
12.1K
$595K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-8.68K- 16.89% |
$416K - $431K
|
42.7K
$2.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-9.87K- 55.16% |
$473K - $490K
|
8.02K
$394K
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-10.9K- 2.99% |
$522K - $540K
|
353K
$17.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-11.8K- 43.46% |
$566K - $586K
|
15.4K
$754K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-13.2K- 64.25% |
$631K - $653K
|
7.32K
$359K
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-13.8K- 42.12% |
$663K - $686K
|
19K
$933K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-14.6K- 89.41% |
$701K - $725K
|
1.73K
$85K
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-16.4K- 5.53% |
$785K - $812K
|
280K
$13.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-21.3K- 50.12% |
$1.02M - $1.06M
|
21.2K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-26K- 9.53% |
$1.25M - $1.29M
|
247K
$12.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Searcy Financial Services Inc
|
SELL
|
- |
-31.4K- 8.05% |
$1.51M - $1.56M
|
359K
$17.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-33K- 35.41% |
$1.58M - $1.64M
|
60.2K
$2.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-38.6K- 60.4% |
$1.85M - $1.92M
|
25.3K
$1.24M
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-40.3K- 81.06% |
$1.93M - $2M
|
9.41K
$462K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-48.7K- 7.71% |
$2.34M - $2.42M
|
584K
$28.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-53K- 7.78% |
$2.54M - $2.63M
|
628K
$30.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-53.5K- 84.86% |
$2.57M - $2.65M
|
9.55K
$469K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-56.5K- 51.54% |
$2.71M - $2.81M
|
53.2K
$2.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-58.6K- 23.35% |
$2.81M - $2.91M
|
192K
$9.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-75.1K- 10.76% |
$3.6M - $3.73M
|
623K
$30.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-84.5K- 41.42% |
$4.05M - $4.19M
|
120K
$5.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-138K- 90.62% |
$6.63M - $6.86M
|
14.3K
$703K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-145K- 48.36% |
$6.97M - $7.21M
|
155K
$7.62M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-149K- 12.47% |
$7.17M - $7.41M
|
1.05M
$51.5M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-158K- 55.75% |
$7.56M - $7.82M
|
125K
$6.14M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-158K- 55.75% |
$7.56M - $7.82M
|
125K
$6.14M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-187K- 93.65% |
$8.95M - $9.26M
|
12.7K
$621K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-213K- 75.47% |
$10.2M - $10.6M
|
69.1K
$3.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
SELL
|
- |
-218K- 90.94% |
$10.5M - $10.8M
|
21.7K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-262K- 30.27% |
$12.6M - $13M
|
605K
$29.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-273K- 13.55% |
$13.1M - $13.5M
|
1.74M
$85.3M
|