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 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
4.24K+ 83.99% |
$203K - $206K
|
9.29K
$451K
|
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
BUY
|
- |
4.03K+ 27.12% |
$193K - $196K
|
18.9K
$918K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.99K+ 33.45% |
$191K - $193K
|
15.9K
$772K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.74K+ 21.8% |
$179K - $181K
|
20.9K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.63K+ 33.28% |
$174K - $176K
|
14.5K
$706K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
3.59K+ 6.88% |
$172K - $174K
|
55.8K
$2.71M
|
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
3.48K+ 12.57% |
$167K - $169K
|
31.2K
$1.51M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
3.48K+ 6.89% |
$167K - $169K
|
53.9K
$2.62M
|
|
|
Apr 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
3.35K+ 67.55% |
$161K - $162K
|
8.31K
$403K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.1K+ 83.25% |
$148K - $150K
|
6.82K
$331K
|
|
|
May 13, 2024
Q1 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
3.09K+ 9.75% |
$148K - $150K
|
34.7K
$1.69M
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2.89K+ 3.69% |
$139K - $140K
|
81.2K
$3.94M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.84K+ 2.65% |
$136K - $138K
|
110K
$5.33M
|
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
2.83K+ 14.73% |
$136K - $137K
|
22K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
2.47K+ 11.38% |
$118K - $120K
|
24.2K
$1.17M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2.35K+ 3.35% |
$113K - $114K
|
72.6K
$3.52M
|
|
|
Apr 18, 2024
Q1 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
2.15K+ 3.4% |
$103K - $104K
|
65.5K
$3.18M
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.64K+ 3.53% |
$78.8K - $79.7K
|
48.2K
$2.34M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
1.61K+ 1.02% |
$77.4K - $78.3K
|
160K
$7.75M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.58K+ 14.79% |
$75.8K - $76.6K
|
12.3K
$595K
|
|
|
Apr 29, 2024
Q1 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.57K+ 1.69% |
$75K - $75.9K
|
94.1K
$4.57M
|
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.53K+ 5.27% |
$73.3K - $74.1K
|
30.5K
$1.48M
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.32K+ 4.02% |
$63.1K - $63.8K
|
34K
$1.65M
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1.28KNew |
$61.5K - $62.2K
|
1.28K
$62.3K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.2K+ 3.36% |
$57.5K - $58.1K
|
36.9K
$1.79M
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
1.19K+ 10.22% |
$57.1K - $57.8K
|
12.8K
$623K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.16K+ 18.17% |
$55.6K - $56.2K
|
7.55K
$366K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.14KNew |
$54.5K - $55.1K
|
1.14K
$55.1K
|
|
|
May 13, 2024
Q1 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
1.08K+ 5.69% |
$51.6K - $52.2K
|
20K
$971K
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
997+ 0.19% |
$47.8K - $48.3K
|
537K
$26.1M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
975+ 6.78% |
$46.8K - $47.3K
|
15.4K
$745K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
856+ 46.8% |
$41K - $41.5K
|
2.69K
$130K
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
829+ 9.03% |
$39.8K - $40.2K
|
10K
$486K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
788+ 2.02% |
$37.8K - $38.2K
|
39.8K
$1.93M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
717+ 20.57% |
$34.4K - $34.8K
|
4.2K
$204K
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
708+ 8.17% |
$33.9K - $34.3K
|
9.38K
$455K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
685+ 62.33% |
$32.8K - $33.2K
|
1.78K
$86.6K
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
625+ 2.02% |
$30K - $30.3K
|
31.6K
$1.53M
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
523+ 285.79% |
$25.1K - $25.4K
|
706
$34.3K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
521+ 3.35% |
$25K - $25.3K
|
16.1K
$780K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
518New |
$24.8K - $25.1K
|
518
$25.1K
|
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
452+ 2.48% |
$21.7K - $21.9K
|
18.7K
$908K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
373+ 6.07% |
$17.9K - $18.1K
|
6.52K
$316K
|
|
|
Apr 29, 2024
Q1 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
370+ 5.21% |
$17.7K - $17.9K
|
7.47K
$363K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
354+ 4.19% |
$17K - $17.2K
|
8.8K
$427K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
350New |
$16.8K - $17K
|
350
$17K
|
|
|
May 14, 2024
Q1 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
321+ 0.23% |
$15.4K - $15.6K
|
140K
$6.77M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
317New |
$15.2K - $15.4K
|
317
$15.4K
|
|
|
May 15, 2024
Q1 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
282+ 0.21% |
$13.5K - $13.7K
|
136K
$6.6M
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
207+ 4.3% |
$9.93K - $10K
|
5.03K
$244K
|