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 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
583+ 3.81% |
$28.6K - $29.1K
|
15.9K
$796K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
570New |
$28K - $28.5K
|
570
$28.5K
|
|
|
Oct 03, 2025
Q3 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
493+ 0.77% |
$24.2K - $24.6K
|
64.8K
$3.24M
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
BUY
|
- |
491+ 0.91% |
$24.1K - $24.5K
|
54.2K
$2.71M
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
450New |
$22.1K - $22.5K
|
450
$22.5K
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
286+ 5.39% |
$14K - $14.3K
|
5.59K
$280K
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
212+ 0.58% |
$10.4K - $10.6K
|
37.1K
$1.86M
|
|
|
Oct 07, 2025
Q3 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
192+ 1.09% |
$9.42K - $9.6K
|
17.8K
$890K
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
181+ 0.21% |
$8.88K - $9.05K
|
88.3K
$4.42M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
170+ 0.4% |
$8.34K - $8.5K
|
42.4K
$2.12M
|
|
|
Oct 23, 2025
Q3 2025
|
Narwhal Capital Management
|
BUY
|
- |
158+ 1.19% |
$7.75K - $7.9K
|
13.5K
$674K
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
BUY
|
- |
136+ 0.32% |
$6.67K - $6.8K
|
42.2K
$2.11M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
104+ 24.7% |
$5.1K - $5.2K
|
525
$26.3K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
80+ 2.48% |
$3.92K - $4K
|
3.3K
$165K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
75+ 0.41% |
$3.68K - $3.75K
|
18.6K
$929K
|
|
|
Oct 15, 2025
Q3 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
47+ 0.29% |
$2.31K - $2.35K
|
16K
$802K
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
11+ 0.21% |
$540 - $550
|
5.21K
$261K
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
10+ 1.01% |
$491 - $500
|
1K
$50.2K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
9+ 0.13% |
$441 - $450
|
6.69K
$335K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
3+ 5.26% |
$147 - $150
|
60
$3K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1New |
$49.1 - $50
|
1
$50.1
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-5- 0.07% |
$245 - $250
|
7.39K
$370K
|
|
|
Oct 24, 2025
Q3 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-14- 0.09% |
$687 - $700
|
16.1K
$806K
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-23- 0.36% |
$1.13K - $1.15K
|
6.36K
$319K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-101- 45.29% |
$4.95K - $5.05K
|
122
$6.11K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-177- 3.99% |
$8.68K - $8.85K
|
4.26K
$213K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
SELL
|
- |
-208- 2.92% |
$10.2K - $10.4K
|
6.91K
$346K
|
|
|
Oct 17, 2025
Q3 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-224- 5.15% |
$11K - $11.2K
|
4.13K
$207K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-254- 4.98% |
$12.5K - $12.7K
|
4.85K
$243K
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-257- 0.43% |
$12.6K - $12.8K
|
59.3K
$2.97M
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-258- 0.68% |
$12.7K - $12.9K
|
37.5K
$1.88M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-351- 4.1% |
$17.2K - $17.5K
|
8.22K
$411K
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-400- 6.96% |
$19.6K - $20K
|
5.35K
$268K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-429- 9.32% |
$21K - $21.4K
|
4.17K
$209K
|
|
|
Oct 22, 2025
Q3 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-492- 1.2% |
$24.1K - $24.6K
|
40.5K
$2.03M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-501- 11.07% |
$24.6K - $25K
|
4.03K
$202K
|
|
|
Oct 06, 2025
Q3 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
SELL
|
- |
-557- 1.76% |
$27.3K - $27.8K
|
31.2K
$1.56M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-624- 3.39% |
$30.6K - $31.2K
|
17.8K
$889K
|
|
|
Oct 23, 2025
Q3 2025
|
Moneywise, Inc.
|
SELL
|
- |
-708- 14.0% |
$34.7K - $35.4K
|
4.35K
$218K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-725- 1.72% |
$35.6K - $36.2K
|
41.5K
$2.08M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.1K- 40.09% |
$54K - $55K
|
1.65K
$82.3K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.32K- 22.72% |
$64.5K - $65.8K
|
4.48K
$224K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.41K- 11.99% |
$69.1K - $70.4K
|
10.3K
$517K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.83K- 27.14% |
$89.6K - $91.3K
|
4.9K
$245K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-2.27K- 0.66% |
$111K - $114K
|
343K
$17.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-2.73K- 6.44% |
$134K - $136K
|
39.6K
$1.98M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.94K- 33.42% |
$144K - $147K
|
5.86K
$293K
|
|
|
Oct 27, 2025
Q3 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-3.88K- 13.69% |
$191K - $194K
|
24.5K
$1.23M
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-4.75K- 45.55% |
$233K - $237K
|
5.67K
$284K
|