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 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
|
American Financial Advisors, LLC
|
SELL
|
- |
-3.77K- 1.1% |
$185K - $188K
|
337K
$16.9M
|
|
|
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
|
|
|
Oct 07, 2025
Q3 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-4.86K- 2.3% |
$238K - $243K
|
206K
$10.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.88K- 2.65% |
$288K - $294K
|
216K
$10.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-6.79K- 8.38% |
$333K - $339K
|
74.3K
$3.72M
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-7.06K- 1.98% |
$346K - $353K
|
350K
$17.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-7.11K- 29.97% |
$349K - $355K
|
16.6K
$831K
|
|
|
Oct 24, 2025
Q3 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-7.47K- 28.9% |
$366K - $373K
|
18.4K
$919K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-7.55K- 1.71% |
$370K - $378K
|
434K
$21.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-15K- 2.99% |
$738K - $752K
|
488K
$24.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-18.3K- 5.88% |
$900K - $917K
|
294K
$14.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-50.5K- 69.85% |
$2.48M - $2.53M
|
21.8K
$1.09M
|
|
|
Oct 09, 2025
Q3 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-59.5K- 16.12% |
$2.92M - $2.97M
|
310K
$15.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-66.1K- 32.46% |
$3.24M - $3.31M
|
138K
$6.89M
|