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
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.93K- 20.44% |
$142K - $145K
|
11.4K
$559K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-2.93K- 25.05% |
$142K - $145K
|
8.77K
$430K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.99K- 0.66% |
$145K - $148K
|
451K
$22.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
SELL
|
- |
-3.28K- 39.54% |
$159K - $162K
|
5.02K
$246K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-3.56K- 1.37% |
$172K - $176K
|
255K
$12.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.97K- 0.66% |
$192K - $196K
|
601K
$29.5M
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-4.02K- 1.74% |
$195K - $199K
|
226K
$11.1M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.04K- 9.46% |
$196K - $200K
|
38.7K
$1.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Tl Private Wealth
|
SELL
|
- |
-4.25K- 1.39% |
$206K - $210K
|
301K
$14.8M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-4.38K- 8.33% |
$212K - $217K
|
48.2K
$2.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.41K- 9.85% |
$214K - $218K
|
40.4K
$1.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-4.63K- 22.16% |
$225K - $229K
|
16.3K
$799K
|
|
|
Feb 13, 2025
Q4 2024
|
Concentrum Wealth Management
|
SELL
|
- |
-4.9K- 23.67% |
$238K - $242K
|
15.8K
$775K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-5.12K- 32.98% |
$248K - $253K
|
10.4K
$511K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-5.25K- 20.29% |
$254K - $260K
|
20.6K
$1.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-5.46K- 3.24% |
$265K - $270K
|
163K
$8.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-5.56K- 20.67% |
$270K - $275K
|
21.3K
$1.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-5.63K- 12.51% |
$273K - $278K
|
39.3K
$1.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-5.83K- 7.57% |
$283K - $289K
|
71.2K
$3.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.85K- 0.6% |
$284K - $290K
|
968K
$47.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Rock Capital LLC
|
SELL
|
- |
-5.93K- 4.23% |
$288K - $293K
|
134K
$6.59M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-6.3K- 1.78% |
$305K - $312K
|
347K
$17M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-6.39K- 58.94% |
$310K - $316K
|
4.45K
$219K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.58K- 60.99% |
$319K - $326K
|
4.21K
$207K
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-6.6K- 19.52% |
$320K - $326K
|
27.2K
$1.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-7.13K- 2.2% |
$346K - $353K
|
317K
$15.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-7.16K- 1.51% |
$347K - $354K
|
465K
$22.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-7.42K- 20.07% |
$360K - $367K
|
29.6K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-8.15K- 26.19% |
$395K - $403K
|
23K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-8.32K- 4.66% |
$403K - $411K
|
170K
$8.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-8.62K- 97.18% |
$418K - $426K
|
250
$12.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.65K- 4.02% |
$419K - $428K
|
207K
$10.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-10.5K- 2.48% |
$511K - $521K
|
414K
$20.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-10.8K- 56.77% |
$523K - $534K
|
8.22K
$403K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-11.6K- 16.72% |
$560K - $572K
|
57.6K
$2.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-11.6K- 16.82% |
$563K - $574K
|
57.4K
$2.82M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-12.5K- 27.76% |
$606K - $618K
|
32.5K
$1.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13.4K- 9.99% |
$652K - $665K
|
121K
$5.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-14.1K- 55.83% |
$685K - $699K
|
11.2K
$549K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-15.7K- 5.85% |
$763K - $778K
|
253K
$12.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-16.7K- 10.06% |
$810K - $827K
|
149K
$7.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-17.3K- 99.9% |
$836K - $854K
|
17
$834
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-21.7K- 37.95% |
$1.05M - $1.07M
|
35.5K
$1.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-24.9K- 21.57% |
$1.21M - $1.23M
|
90.5K
$4.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-26.5K- 22.03% |
$1.29M - $1.31M
|
93.8K
$4.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-26.6K- 10.43% |
$1.29M - $1.32M
|
229K
$11.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-27.6K- 22.02% |
$1.34M - $1.36M
|
97.6K
$4.79M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-28.1K- 16.33% |
$1.36M - $1.39M
|
144K
$7.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-31.5K- 67.53% |
$1.53M - $1.56M
|
15.1K
$742K
|
|
|
Feb 10, 2025
Q4 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-37.6K- 27.3% |
$1.82M - $1.86M
|
100K
$4.91M
|