Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
2K+ 32.52% |
$97.1K - $99.1K
|
8.16K
$401K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2K+ 2.13% |
$97K - $99K
|
95.9K
$4.71M
|
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
1.78K+ 5.16% |
$86.5K - $88.3K
|
36.4K
$1.79M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.73K+ 1.94% |
$84K - $85.7K
|
91K
$4.47M
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1.65K+ 6.82% |
$79.7K - $81.4K
|
25.8K
$1.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.55K+ 9.81% |
$75K - $76.6K
|
17.3K
$850K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.53K+ 7.58% |
$74.4K - $75.9K
|
21.8K
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
1.46K+ 5.79% |
$70.7K - $72.2K
|
26.6K
$1.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.43K+ 2.8% |
$69.2K - $70.6K
|
52.4K
$2.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.35K+ 4.58% |
$65.4K - $66.8K
|
30.8K
$1.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
BUY
|
- |
1.3K+ 10.31% |
$62.9K - $64.2K
|
13.9K
$681K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
1.21K+ 4.34% |
$58.9K - $60.1K
|
29.2K
$1.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.11K+ 10.78% |
$53.8K - $54.9K
|
11.4K
$559K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.1K+ 1.35% |
$53.2K - $54.3K
|
82.5K
$4.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.1K+ 2.33% |
$53.2K - $54.3K
|
48.2K
$2.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
972New |
$47.1K - $48.1K
|
972
$47.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
884+ 46.33% |
$42.9K - $43.7K
|
2.79K
$137K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
838+ 2.07% |
$40.6K - $41.5K
|
41.2K
$2.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
797+ 4.26% |
$38.6K - $39.4K
|
19.5K
$957K
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
724+ 4.26% |
$35.1K - $35.8K
|
17.7K
$871K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
689+ 894.81% |
$33.4K - $34.1K
|
766
$37.6K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
686+ 9.51% |
$33.3K - $33.9K
|
7.9K
$388K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
658+ 0.72% |
$31.9K - $32.6K
|
92.1K
$4.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
625New |
$30.3K - $30.9K
|
625
$30.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
541+ 1.51% |
$26.2K - $26.8K
|
36.5K
$1.79M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
529+ 3.04% |
$25.6K - $26.2K
|
17.9K
$880K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
517+ 2.01% |
$25.1K - $25.6K
|
26.2K
$1.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
515+ 6.23% |
$25K - $25.5K
|
8.78K
$431K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
510+ 3.03% |
$24.7K - $25.2K
|
17.4K
$852K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
486+ 7.65% |
$23.6K - $24K
|
6.84K
$336K
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
BUY
|
- |
485+ 3.1% |
$23.5K - $24K
|
16.1K
$792K
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
471+ 2.91% |
$22.8K - $23.3K
|
16.7K
$819K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
469+ 6.16% |
$22.7K - $23.2K
|
8.09K
$397K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
459+ 20.07% |
$22.3K - $22.7K
|
2.75K
$135K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
444+ 10.81% |
$21.5K - $22K
|
4.55K
$223K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
420+ 4.42% |
$20.4K - $20.8K
|
9.93K
$487K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
284New |
$13.8K - $14K
|
284
$13.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
250+ 16.2% |
$12.1K - $12.4K
|
1.79K
$88K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
249+ 2.89% |
$12.1K - $12.3K
|
8.86K
$435K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
228New |
$11.1K - $11.3K
|
228
$11.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
225+ 164.23% |
$10.9K - $11.1K
|
362
$17.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
215New |
$10.4K - $10.6K
|
215
$10.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
214New |
$10.4K - $10.6K
|
214
$10.5K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
203New |
$9.84K - $10K
|
203
$9.96K
|
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
187+ 0.3% |
$9.07K - $9.25K
|
62.5K
$3.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
174+ 3.07% |
$8.44K - $8.61K
|
5.84K
$287K
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
141+ 0.52% |
$6.84K - $6.98K
|
27.3K
$1.34M
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
117+ 1.04% |
$5.67K - $5.79K
|
11.4K
$559K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
106+ 8.17% |
$5.14K - $5.24K
|
1.4K
$68.9K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
103New |
$4.99K - $5.1K
|
103
$5.06K
|