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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-204- 3.9% |
$9.89K - $10.1K
|
5.02K
$246K
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-210- 1.96% |
$10.2K - $10.4K
|
10.5K
$513K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-211- 4.2% |
$10.2K - $10.4K
|
4.81K
$235K
|
|
|
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
$56.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-261- 4.93% |
$12.7K - $12.9K
|
5.03K
$246K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-281- 1.19% |
$13.6K - $13.9K
|
23.3K
$1.14M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-288- 5.74% |
$14K - $14.2K
|
4.73K
$231K
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-351- 0.46% |
$17K - $17.4K
|
76.4K
$3.74M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-354- 5.4% |
$17.2K - $17.5K
|
6.21K
$304K
|
|
|
Feb 06, 2025
Q4 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-363- 1.62% |
$17.6K - $18K
|
22.1K
$1.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-370- 0.31% |
$17.9K - $18.3K
|
119K
$5.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-377- 1.23% |
$18.3K - $18.7K
|
30.3K
$1.48M
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-389- 8.46% |
$18.9K - $19.2K
|
4.21K
$206K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-429- 26.16% |
$20.8K - $21.2K
|
1.21K
$59.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-467- 6.38% |
$22.6K - $23.1K
|
6.85K
$335K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-500- 0.39% |
$24.2K - $24.7K
|
128K
$6.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-512- 56.7% |
$24.8K - $25.3K
|
391
$19.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-513- 6.39% |
$24.9K - $25.4K
|
7.51K
$367K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-529- 2.56% |
$25.6K - $26.2K
|
20.2K
$987K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-556- 47.97% |
$27K - $27.5K
|
603
$29.5K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-561- 8.8% |
$27.2K - $27.8K
|
5.82K
$284K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-603- 0.4% |
$29.2K - $29.8K
|
151K
$7.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-660- 1.56% |
$32K - $32.7K
|
41.7K
$2.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-683- 5.28% |
$33.1K - $33.8K
|
12.3K
$599K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-808- 13.66% |
$39.2K - $40K
|
5.11K
$250K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-865- 9.09% |
$41.9K - $42.8K
|
8.65K
$423K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-988- 7.69% |
$47.9K - $48.9K
|
11.9K
$580K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-1.04K- 13.66% |
$50.2K - $51.2K
|
6.54K
$320K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.04K- 0.54% |
$50.6K - $51.6K
|
191K
$9.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-1.17K- 13.1% |
$56.9K - $58.1K
|
7.79K
$381K
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-1.19K- 11.7% |
$57.4K - $58.6K
|
8.94K
$437K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.19K- 9.81% |
$57.6K - $58.8K
|
10.9K
$535K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-1.28K- 12.34% |
$62.1K - $63.4K
|
9.1K
$445K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.32K- 4.97% |
$64.2K - $65.5K
|
25.3K
$1.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.4K- 12.86% |
$68K - $69.4K
|
9.5K
$465K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-1.43K- 17.51% |
$69.4K - $70.8K
|
6.74K
$330K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.57K- 13.15% |
$76.3K - $77.9K
|
10.4K
$509K
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
SELL
|
- |
-1.59K- 10.62% |
$76.8K - $78.4K
|
13.3K
$652K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.68K- 13.76% |
$81.6K - $83.3K
|
10.6K
$516K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.69K- 21.07% |
$81.9K - $83.6K
|
6.33K
$310K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-1.74K- 9.18% |
$84.3K - $86K
|
17.2K
$842K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1.75K- 10.36% |
$84.9K - $86.6K
|
15.2K
$741K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.78K- 3.95% |
$86.4K - $88.2K
|
43.4K
$2.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.81K- 0.37% |
$87.6K - $89.4K
|
487K
$23.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.85K- 15.49% |
$89.6K - $91.5K
|
10.1K
$493K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.89K- 14.94% |
$91.6K - $93.5K
|
10.8K
$526K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.91K- 97.35% |
$92.7K - $94.6K
|
52
$2.54K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.92K- 5.48% |
$92.8K - $94.7K
|
33.1K
$1.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.96K- 4.36% |
$95K - $96.9K
|
43K
$2.1M
|