Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.26M+ 4688.18% |
$60.6M - $61.3M
|
1.29M
$62.6M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.04M+ 17.13% |
$49.7M - $50.2M
|
7.08M
$344M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
598K+ 294.98% |
$28.7M - $29M
|
800K
$38.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
450K+ 2194.14% |
$21.6M - $21.8M
|
471K
$22.9M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
384K+ 25.22% |
$18.4M - $18.6M
|
1.91M
$92.6M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
342K+ 7.76% |
$16.4M - $16.6M
|
4.75M
$230M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
290K+ 53.98% |
$13.9M - $14.1M
|
827K
$40.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
227KNew |
$10.9M - $11M
|
227K
$11M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
209K+ 50.77% |
$10M - $10.1M
|
619K
$30.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
173K+ 196.19% |
$8.28M - $8.37M
|
261K
$12.6M
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
167K+ 2025.03% |
$8.03M - $8.12M
|
176K
$8.53M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
149K+ 49.14% |
$7.13M - $7.21M
|
451K
$21.9M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
144K+ 6.12% |
$6.93M - $7.01M
|
2.51M
$122M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
114K+ 77.49% |
$5.46M - $5.52M
|
261K
$12.6M
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
112KNew |
$5.35M - $5.41M
|
112K
$5.41M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
110K+ 21.51% |
$5.28M - $5.34M
|
622K
$30.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
91K+ 180.53% |
$4.36M - $4.41M
|
141K
$6.86M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
90.6K+ 42.37% |
$4.35M - $4.4M
|
305K
$14.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
74.3K+ 19.17% |
$3.56M - $3.6M
|
462K
$22.4M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
74.2K+ 78.41% |
$3.56M - $3.6M
|
169K
$8.19M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
63.3K+ 26.89% |
$3.03M - $3.07M
|
299K
$14.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
61.7K+ 10.97% |
$2.96M - $2.99M
|
624K
$30.3M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
58.5KNew |
$2.81M - $2.84M
|
58.5K
$2.84M
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
50.7K+ 21.84% |
$2.43M - $2.46M
|
283K
$13.7M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
47.1K+ 7.39% |
$2.26M - $2.29M
|
685K
$33.3M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
44.4K+ 22.64% |
$2.13M - $2.15M
|
240K
$11.7M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
41.1K+ 0.34% |
$1.97M - $1.99M
|
12M
$582M
|
|
|
Apr 05, 2024
Q1 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
38.1K+ 17.86% |
$1.83M - $1.85M
|
252K
$12.2M
|
|
|
May 10, 2024
Q1 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
38KNew |
$1.82M - $1.84M
|
38K
$1.85M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
34.6KNew |
$1.66M - $1.68M
|
34.6K
$1.68M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
33.8K+ 32.57% |
$1.62M - $1.64M
|
137K
$6.67M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
33.6K+ 14.5% |
$1.61M - $1.63M
|
265K
$12.9M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
32.2K+ 23.81% |
$1.54M - $1.56M
|
167K
$8.12M
|
|
|
Apr 19, 2024
Q1 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
30.8K+ 31.74% |
$1.48M - $1.49M
|
128K
$6.21M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
29.9KNew |
$1.44M - $1.45M
|
29.9K
$1.45M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
29K+ 11445.85% |
$1.39M - $1.4M
|
29.2K
$1.42M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
26.6K+ 16.35% |
$1.27M - $1.29M
|
189K
$9.17M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
25.6K+ 221.56% |
$1.23M - $1.24M
|
37.1K
$1.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
22.7K+ 32.31% |
$1.09M - $1.1M
|
93K
$4.51M
|
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
22.3K+ 61.59% |
$1.07M - $1.08M
|
58.6K
$2.85M
|
|
|
May 15, 2024
Q1 2024
|
Econ Financial Services Corp
|
BUY
|
- |
22.2KNew |
$1.06M - $1.08M
|
22.2K
$1.08M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
20.4K+ 45.98% |
$980K - $991K
|
64.9K
$3.15M
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
20.3KNew |
$972K - $983K
|
20.3K
$984K
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
19.7KNew |
$943K - $953K
|
19.7K
$954K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
18.9K+ 16.6% |
$907K - $918K
|
133K
$6.45M
|
|
|
Apr 12, 2024
Q1 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
18.7KNew |
$894K - $905K
|
18.7K
$905K
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
18.3K+ 15.79% |
$877K - $887K
|
134K
$6.51M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
17.9K+ 383.79% |
$857K - $867K
|
22.5K
$1.09M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
17.2KNew |
$825K - $834K
|
17.2K
$835K
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
15.7K+ 5.72% |
$752K - $761K
|
290K
$14.1M
|