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 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
$4.77M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-28.1K- 16.33% |
$1.36M - $1.39M
|
144K
$7.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-31.5K- 67.53% |
$1.53M - $1.56M
|
15.1K
$740K
|
|
|
Feb 10, 2025
Q4 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-37.6K- 27.3% |
$1.82M - $1.86M
|
100K
$4.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-37.9K- 71.24% |
$1.84M - $1.87M
|
15.3K
$748K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-41.4K- 9.39% |
$2.01M - $2.05M
|
399K
$19.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-46.4K- 42.14% |
$2.25M - $2.29M
|
63.7K
$3.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-47.6K- 6.32% |
$2.31M - $2.35M
|
705K
$34.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-49.2K- 13.6% |
$2.39M - $2.44M
|
313K
$15.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-87.4K- 60.36% |
$4.24M - $4.32M
|
57.4K
$2.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-89.1K- 15.28% |
$4.32M - $4.41M
|
494K
$24.2M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-93.4KClosed |
$4.53M - $4.62M
|
0
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-112K- 24.42% |
$5.43M - $5.54M
|
346K
$16.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-112K- 8.26% |
$5.45M - $5.56M
|
1.25M
$61.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-130K- 36.22% |
$6.29M - $6.42M
|
229K
$11.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-166K- 1.36% |
$8.07M - $8.23M
|
12.1M
$590M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-190K- 43.01% |
$9.23M - $9.41M
|
252K
$12.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-721K- 99.27% |
$35M - $35.7M
|
5.33K
$261K
|