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 14, 2025
Q4 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
91+ 0.21% |
$4.41K - $4.5K
|
43K
$2.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
89+ 8.86% |
$4.31K - $4.4K
|
1.09K
$53.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
84+ 0.01% |
$4.07K - $4.16K
|
705K
$34.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
81+ 0.69% |
$3.93K - $4.01K
|
11.8K
$580K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
77New |
$3.73K - $3.81K
|
77
$3.78K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
70+ 2.17% |
$3.39K - $3.46K
|
3.3K
$162K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
56New |
$2.71K - $2.77K
|
56
$2.75K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
51+ 1.02% |
$2.47K - $2.52K
|
5.05K
$248K
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
46+ 0.31% |
$2.23K - $2.28K
|
15K
$734K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
43+ 0.62% |
$2.08K - $2.13K
|
6.98K
$343K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
43+ 0.21% |
$2.08K - $2.13K
|
20.7K
$1.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
39+ 0.87% |
$1.89K - $1.93K
|
4.52K
$222K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
19+ 0.66% |
$921 - $940
|
2.88K
$141K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
11New |
$533 - $544
|
11
$540
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
10+ 0.24% |
$485 - $495
|
4.23K
$208K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
8New |
$388 - $396
|
8
$393
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5New |
$242 - $247
|
5
$245
|
|
|
Feb 13, 2025
Q4 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
4+ 0.04% |
$194 - $198
|
9.74K
$478K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 0.45% |
$48.5 - $49.5
|
223
$10.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-5- 8.06% |
$242 - $247
|
57
$2.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-6- 5.36% |
$291 - $297
|
106
$5.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-13- 0.02% |
$630 - $643
|
79.9K
$3.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-22- 1.15% |
$1.07K - $1.09K
|
1.89K
$92.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-29- 0.26% |
$1.41K - $1.43K
|
11.2K
$552K
|
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-31- 0.36% |
$1.5K - $1.53K
|
8.51K
$418K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-42- 0.8% |
$2.04K - $2.08K
|
5.19K
$255K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-43- 0.66% |
$2.08K - $2.13K
|
6.49K
$318K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-50- 0.05% |
$2.42K - $2.47K
|
94.4K
$4.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-52- 3.0% |
$2.52K - $2.57K
|
1.68K
$82.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-61- 1.17% |
$2.96K - $3.02K
|
5.13K
$252K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-88- 0.33% |
$4.27K - $4.35K
|
26.8K
$1.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-93- 1.44% |
$4.51K - $4.6K
|
6.38K
$313K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-102- 1.37% |
$4.94K - $5.05K
|
7.36K
$361K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-130- 77.84% |
$6.3K - $6.43K
|
37
$1.82K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-142- 2.66% |
$6.88K - $7.02K
|
5.2K
$255K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-149- 2.17% |
$7.22K - $7.37K
|
6.72K
$330K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-151- 2.57% |
$7.32K - $7.47K
|
5.72K
$281K
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-155- 2.55% |
$7.51K - $7.67K
|
5.93K
$291K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-156- 1.75% |
$7.56K - $7.72K
|
8.75K
$429K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-160- 1.9% |
$7.76K - $7.92K
|
8.27K
$406K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-160- 2.08% |
$7.76K - $7.92K
|
7.52K
$369K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-179- 0.7% |
$8.68K - $8.86K
|
25.3K
$1.24M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-186- 2.59% |
$9.02K - $9.2K
|
7K
$344K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-203- 3.23% |
$9.84K - $10K
|
6.09K
$299K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-204- 3.9% |
$9.89K - $10.1K
|
5.02K
$247K
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-210- 1.96% |
$10.2K - $10.4K
|
10.5K
$515K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-211- 4.2% |
$10.2K - $10.4K
|
4.81K
$236K
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-216- 4.69% |
$10.5K - $10.7K
|
4.39K
$215K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-244- 17.47% |
$11.8K - $12.1K
|
1.15K
$56.6K
|