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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
14.8K+ 178.51% |
$709K - $717K
|
23.1K
$1.12M
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
14.7K+ 9.62% |
$704K - $712K
|
167K
$8.12M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
14.5K+ 16.04% |
$696K - $703K
|
105K
$5.09M
|
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
13.3K+ 5.47% |
$637K - $644K
|
256K
$12.4M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
12.8K+ 0.37% |
$616K - $623K
|
3.51M
$170M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.7K+ 0.51% |
$609K - $616K
|
2.51M
$122M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
12.7KNew |
$607K - $614K
|
12.7K
$614K
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
12.3KNew |
$588K - $594K
|
12.3K
$595K
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
11.9KNew |
$572K - $579K
|
11.9K
$579K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11.8K+ 5.94% |
$566K - $572K
|
210K
$10.2M
|
|
|
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
11.7K+ 45.16% |
$560K - $566K
|
37.5K
$1.82M
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
11.1K+ 9.68% |
$531K - $537K
|
125K
$6.09M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
11K+ 6.86% |
$528K - $534K
|
171K
$8.32M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
11KNew |
$527K - $533K
|
11K
$533K
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
10.4K+ 5.24% |
$499K - $505K
|
209K
$10.1M
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
10.3K+ 48.59% |
$494K - $499K
|
31.5K
$1.53M
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
10KNew |
$481K - $487K
|
10K
$487K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.88KNew |
$474K - $479K
|
9.88K
$479K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
9.64K+ 19.15% |
$462K - $467K
|
60K
$2.91M
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
9.52K+ 16.19% |
$456K - $461K
|
68.3K
$3.31M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.37K+ 38.63% |
$449K - $454K
|
33.6K
$1.63M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
8.8KNew |
$422K - $427K
|
8.8K
$427K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
8.72K+ 7.4% |
$418K - $423K
|
127K
$6.14M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
8.59KNew |
$412K - $417K
|
8.59K
$417K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
8.5K+ 7.5% |
$408K - $412K
|
122K
$5.91M
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
8.38K+ 20.93% |
$402K - $406K
|
48.4K
$2.35M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.27KNew |
$396K - $401K
|
8.27K
$401K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
7.88K+ 19.51% |
$378K - $382K
|
48.2K
$2.34M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.71K+ 3.33% |
$370K - $374K
|
239K
$11.6M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
7.61K+ 14.71% |
$365K - $369K
|
59.3K
$2.88M
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
7.58KNew |
$363K - $367K
|
7.58K
$368K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
7.3K+ 2.42% |
$350K - $354K
|
309K
$15M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
7.15KNew |
$343K - $346K
|
7.15K
$347K
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
6.97KNew |
$334K - $338K
|
6.97K
$338K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
6.91K+ 23.47% |
$331K - $335K
|
36.3K
$1.76M
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
6.73K+ 119.02% |
$323K - $326K
|
12.4K
$601K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.93K+ 33.98% |
$284K - $287K
|
23.4K
$1.13M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.69K+ 37.1% |
$273K - $276K
|
21K
$1.02M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.68K+ 101.85% |
$273K - $276K
|
11.3K
$547K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.42K+ 12.57% |
$260K - $263K
|
48.6K
$2.36M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.42K+ 83.7% |
$260K - $263K
|
11.9K
$577K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
5.35K+ 28.35% |
$257K - $260K
|
24.2K
$1.18M
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
5.25K+ 7.53% |
$252K - $255K
|
75K
$3.64M
|
|
|
Apr 23, 2024
Q1 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
5.24K+ 4.7% |
$251K - $254K
|
117K
$5.66M
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
4.94K+ 8.87% |
$237K - $240K
|
60.7K
$2.94M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
4.85KNew |
$233K - $235K
|
4.85K
$236K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.64KNew |
$222K - $225K
|
4.64K
$225K
|
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.47K+ 42.68% |
$214K - $217K
|
15K
$726K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.28K+ 23.46% |
$205K - $207K
|
22.5K
$1.09M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.26KNew |
$204K - $206K
|
4.26K
$207K
|