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 08, 2024
Q1 2024
|
Holistic Financial Partners
|
BUY
|
- |
200+ 1.27% |
$9.59K - $9.7K
|
15.9K
$775K
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
195+ 0.7% |
$9.35K - $9.46K
|
28K
$1.36M
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
179+ 44.31% |
$8.58K - $8.68K
|
583
$28.4K
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
177+ 1.18% |
$8.49K - $8.58K
|
15.2K
$742K
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
159+ 2.97% |
$7.62K - $7.71K
|
5.52K
$269K
|
|
Apr 11, 2024
Q1 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
137+ 1.25% |
$6.57K - $6.64K
|
11.1K
$542K
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
123+ 0.33% |
$5.9K - $5.96K
|
37.9K
$1.85M
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
111+ 0.51% |
$5.32K - $5.38K
|
21.9K
$1.07M
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
106+ 4.92% |
$5.08K - $5.14K
|
2.26K
$110K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
89New |
$4.27K - $4.32K
|
89
$4.34K
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
89+ 0.59% |
$4.27K - $4.32K
|
15.1K
$735K
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
75New |
$3.6K - $3.64K
|
75
$3.66K
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
58+ 1.13% |
$2.78K - $2.81K
|
5.2K
$254K
|
|
Apr 11, 2024
Q1 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
58+ 0.37% |
$2.78K - $2.81K
|
15.8K
$770K
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
58+ 0.1% |
$2.78K - $2.81K
|
60.1K
$2.93M
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
53+ 1.1% |
$2.54K - $2.57K
|
4.89K
$238K
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
38+ 1.53% |
$1.82K - $1.84K
|
2.53K
$123K
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
21+ 0.43% |
$1.01K - $1.02K
|
4.9K
$239K
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
18+ 138.46% |
$863 - $873
|
31
$1.51K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
16New |
$767 - $776
|
16
$780
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
14+ 0.04% |
$671 - $679
|
38.3K
$1.86M
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
13+ 0.25% |
$623 - $630
|
5.26K
$256K
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
7+ 0.49% |
$336 - $339
|
1.45K
$70.7K
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 25, 2024
Q1 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-9Closed |
$432 - $436
|
0
$0
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-11- 0.25% |
$527 - $533
|
4.4K
$214K
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-12- 0.05% |
$575 - $582
|
25.4K
$1.24M
|
|
May 13, 2024
Q1 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-16- 0.31% |
$767 - $776
|
5.08K
$247K
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-28- 8.67% |
$1.34K - $1.36K
|
295
$14.4K
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-30- 2.06% |
$1.44K - $1.45K
|
1.43K
$69.6K
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-38- 4.33% |
$1.82K - $1.84K
|
840
$40.9K
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-38- 0.29% |
$1.82K - $1.84K
|
13.1K
$636K
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-38- 4.33% |
$1.82K - $1.84K
|
840
$40.9K
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-45- 0.46% |
$2.16K - $2.18K
|
9.69K
$472K
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-49- 1.05% |
$2.35K - $2.38K
|
4.62K
$225K
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-55- 96.49% |
$2.64K - $2.67K
|
2
$97.5
|
|
May 15, 2024
Q1 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-59- 0.19% |
$2.83K - $2.86K
|
30.6K
$1.49M
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-61- 0.76% |
$2.92K - $2.96K
|
8K
$390K
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-65- 18.01% |
$3.12K - $3.15K
|
296
$14.4K
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-102- 16.8% |
$4.89K - $4.95K
|
505
$24.6K
|
|
Apr 15, 2024
Q1 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-114- 0.66% |
$5.47K - $5.53K
|
17.1K
$834K
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-120- 1.32% |
$5.75K - $5.82K
|
8.94K
$436K
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-151- 2.01% |
$7.24K - $7.32K
|
7.35K
$358K
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-154- 7.28% |
$7.38K - $7.47K
|
1.96K
$95.6K
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-163- 0.83% |
$7.82K - $7.9K
|
19.5K
$948K
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-176- 0.89% |
$8.44K - $8.53K
|
19.5K
$952K
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-177- 0.99% |
$8.49K - $8.58K
|
17.7K
$865K
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-204- 1.94% |
$9.78K - $9.89K
|
10.3K
$503K
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-222- 3.31% |
$10.6K - $10.8K
|
6.49K
$316K
|