Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
78.3K+ 8.28% |
$3.84M - $3.92M
|
1.02M
$51.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
53.8KNew |
$2.64M - $2.69M
|
53.8K
$2.69M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
49.4K+ 6.36% |
$2.42M - $2.47M
|
825K
$41.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
45.9K+ 23.59% |
$2.25M - $2.3M
|
241K
$12.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
44.4KNew |
$2.18M - $2.22M
|
44.4K
$2.22M
|
|
|
Oct 22, 2025
Q3 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
44K+ 53.06% |
$2.16M - $2.2M
|
127K
$6.35M
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
37K+ 8.16% |
$1.81M - $1.85M
|
490K
$24.5M
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
BUY
|
- |
31.2K+ 19.92% |
$1.53M - $1.56M
|
188K
$9.41M
|
|
|
Oct 14, 2025
Q3 2025
|
Tl Private Wealth
|
BUY
|
- |
29.9K+ 10.01% |
$1.47M - $1.49M
|
328K
$16.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
26.3K+ 14.95% |
$1.29M - $1.31M
|
202K
$10.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
24.8K+ 6.09% |
$1.22M - $1.24M
|
432K
$21.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
21.5K+ 8.65% |
$1.06M - $1.08M
|
271K
$13.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
20.5K+ 2.07% |
$1.01M - $1.03M
|
1.01M
$50.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
17K+ 16.44% |
$835K - $851K
|
121K
$6.04M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
14.2K+ 16.61% |
$694K - $707K
|
99.3K
$4.97M
|
|
|
Oct 14, 2025
Q3 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
13.3K+ 5.05% |
$652K - $664K
|
277K
$13.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
13.2K+ 31.02% |
$648K - $660K
|
55.8K
$2.79M
|
|
|
Oct 06, 2025
Q3 2025
|
Searcy Financial Services Inc
|
BUY
|
- |
12.1K+ 3.06% |
$593K - $604K
|
407K
$20.4M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11.7K+ 19.83% |
$573K - $584K
|
70.6K
$3.53M
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
11K+ 59.74% |
$539K - $550K
|
29.4K
$1.47M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
10.9KNew |
$537K - $547K
|
10.9K
$548K
|
|
|
Oct 23, 2025
Q3 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
9.63K+ 7.53% |
$472K - $481K
|
138K
$6.88M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.98K+ 18.15% |
$342K - $349K
|
45.4K
$2.27M
|
|
|
Oct 07, 2025
Q3 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
6.8K+ 4.64% |
$333K - $340K
|
153K
$7.68M
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
6.75K+ 2.26% |
$331K - $338K
|
306K
$15.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
6.12K+ 2.59% |
$300K - $306K
|
243K
$12.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
5.45KNew |
$267K - $272K
|
5.45K
$273K
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
BUY
|
- |
5.43K+ 7.75% |
$266K - $271K
|
75.5K
$3.78M
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
4.99K+ 2.37% |
$245K - $250K
|
216K
$10.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
4.56K+ 1.32% |
$224K - $228K
|
349K
$17.5M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
4.3K+ 3.28% |
$211K - $215K
|
136K
$6.79M
|
|
|
Oct 08, 2025
Q3 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
4.28K+ 3.64% |
$210K - $214K
|
122K
$6.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.55K+ 14.32% |
$174K - $177K
|
28.3K
$1.42M
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3.54K+ 7.67% |
$173K - $177K
|
49.6K
$2.48M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
2.87KNew |
$141K - $144K
|
2.87K
$144K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.71K+ 45.03% |
$133K - $135K
|
8.72K
$436K
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.51K+ 270.92% |
$123K - $125K
|
3.43K
$172K
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
2.4K+ 4.95% |
$117K - $120K
|
50.7K
$2.54M
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
2.33K+ 1.37% |
$114K - $117K
|
173K
$8.66M
|
|
|
Oct 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
2.19K+ 0.52% |
$107K - $109K
|
425K
$21.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.16K+ 0.71% |
$106K - $108K
|
308K
$15.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
2.14K+ 11.91% |
$105K - $107K
|
20.1K
$1.01M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.1K+ 1.98% |
$103K - $105K
|
109K
$5.43M
|
|
|
Oct 24, 2025
Q3 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
2.01K+ 1.52% |
$98.8K - $101K
|
134K
$6.73M
|
|
|
Oct 14, 2025
Q3 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.85K+ 39.03% |
$90.6K - $92.4K
|
6.58K
$330K
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.39K+ 13.9% |
$68.4K - $69.7K
|
11.4K
$572K
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1.22K+ 5.97% |
$59.8K - $60.9K
|
21.6K
$1.08M
|
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1.17K+ 4.08% |
$57.1K - $58.2K
|
29.7K
$1.49M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
942+ 2.05% |
$46.2K - $47.1K
|
47K
$2.35M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
884+ 1.7% |
$43.4K - $44.2K
|
53K
$2.65M
|