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 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-230- 4.77% |
$11K - $11.2K
|
4.59K
$223K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-240- 0.44% |
$11.5K - $11.6K
|
54.3K
$2.63M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-290- 12.58% |
$13.9K - $14.1K
|
2.02K
$97.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-295- 5.46% |
$14.1K - $14.3K
|
5.11K
$248K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-310- 28.57% |
$14.9K - $15K
|
775
$37.6K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-339- 89.45% |
$16.3K - $16.4K
|
40
$1.94K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-389- 2.38% |
$18.7K - $18.9K
|
16K
$775K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-454- 2.78% |
$21.8K - $22K
|
15.9K
$771K
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-462- 9.13% |
$22.2K - $22.4K
|
4.6K
$223K
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-469- 1.21% |
$22.5K - $22.7K
|
38.4K
$1.86M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-505- 14.57% |
$24.2K - $24.5K
|
2.96K
$144K
|
|
|
May 01, 2024
Q1 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-527- 5.6% |
$25.3K - $25.6K
|
8.89K
$432K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-533- 8.43% |
$25.6K - $25.8K
|
5.79K
$281K
|
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-554- 5.15% |
$26.6K - $26.9K
|
10.2K
$495K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-556- 22.39% |
$26.7K - $27K
|
1.93K
$93.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-601- 4.41% |
$28.8K - $29.1K
|
13K
$631K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-634- 1.58% |
$30.4K - $30.7K
|
39.4K
$1.91M
|
|
|
Apr 11, 2024
Q1 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-698- 0.78% |
$33.5K - $33.8K
|
88.2K
$4.28M
|
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-712- 8.08% |
$34.1K - $34.5K
|
8.1K
$393K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-717- 2.68% |
$34.4K - $34.8K
|
26K
$1.26M
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-740- 1.81% |
$35.5K - $35.9K
|
40.1K
$1.94M
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-759- 10.67% |
$36.4K - $36.8K
|
6.35K
$308K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-761- 7.95% |
$36.5K - $36.9K
|
8.81K
$428K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-842- 3.5% |
$40.4K - $40.8K
|
23.2K
$1.13M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-845- 13.38% |
$40.5K - $41K
|
5.47K
$265K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-849- 2.3% |
$40.7K - $41.2K
|
36.1K
$1.75M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-855- 4.47% |
$41K - $41.5K
|
18.3K
$886K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-879- 3.13% |
$42.1K - $42.6K
|
27.2K
$1.32M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.14K- 2.04% |
$54.5K - $55.1K
|
54.5K
$2.64M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.17K- 4.37% |
$55.9K - $56.5K
|
25.5K
$1.24M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1.29K- 11.57% |
$62K - $62.7K
|
9.89K
$480K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.42K- 17.5% |
$68K - $68.8K
|
6.69K
$325K
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.47K- 2.88% |
$70.5K - $71.3K
|
49.6K
$2.41M
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.51K- 4.0% |
$72.4K - $73.2K
|
36.3K
$1.76M
|
|
|
Apr 11, 2024
Q1 2024
|
Capital Cs Group, LLC
|
SELL
|
- |
-1.53K- 16.0% |
$73.4K - $74.2K
|
8.04K
$390K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-1.58K- 18.21% |
$75.8K - $76.6K
|
7.1K
$344K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-1.67K- 26.09% |
$79.8K - $80.7K
|
4.72K
$229K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.94K- 3.42% |
$93.2K - $94.3K
|
54.9K
$2.66M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.02K- 7.51% |
$97.1K - $98.1K
|
24.9K
$1.21M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.16K- 29.87% |
$103K - $105K
|
5.06K
$246K
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.22K- 26.54% |
$106K - $108K
|
6.15K
$298K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2.23K- 1.58% |
$107K - $108K
|
139K
$6.74M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-2.3K- 26.22% |
$110K - $112K
|
6.48K
$314K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-2.31K- 48.06% |
$111K - $112K
|
2.49K
$121K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
SELL
|
- |
-2.32K- 21.15% |
$111K - $113K
|
8.65K
$420K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.42K- 22.19% |
$116K - $117K
|
8.49K
$412K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.47K- 16.46% |
$119K - $120K
|
12.5K
$609K
|
|
|
Apr 15, 2024
Q1 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-2.5K- 1.06% |
$120K - $121K
|
233K
$11.3M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.54K- 26.13% |
$122K - $123K
|
7.18K
$348K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-2.56K- 31.98% |
$123K - $124K
|
5.43K
$264K
|