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
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.7K- 10.22% |
$129K - $131K
|
23.7K
$1.15M
|
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-2.95K- 22.52% |
$141K - $143K
|
10.1K
$492K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.16K- 16.11% |
$152K - $153K
|
16.5K
$798K
|
|
|
Apr 18, 2024
Q1 2024
|
626 Financial, LLC
|
SELL
|
- |
-3.25K- 15.49% |
$156K - $157K
|
17.7K
$860K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-3.37K- 0.82% |
$162K - $164K
|
408K
$19.8M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.38K- 13.77% |
$162K - $164K
|
21.1K
$1.03M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.41K- 13.11% |
$164K - $165K
|
22.6K
$1.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-3.44K- 8.25% |
$165K - $167K
|
38.2K
$1.86M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.5K- 7.81% |
$168K - $170K
|
41.3K
$2M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-3.53K- 11.49% |
$169K - $171K
|
27.2K
$1.32M
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-3.74K- 14.85% |
$179K - $181K
|
21.4K
$1.04M
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-3.86K- 24.64% |
$185K - $187K
|
11.8K
$574K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.31K- 16.46% |
$207K - $209K
|
21.9K
$1.06M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.37K- 12.22% |
$209K - $212K
|
31.4K
$1.52M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.64K- 24.37% |
$223K - $225K
|
14.4K
$699K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.84K- 2.65% |
$232K - $235K
|
178K
$8.62M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.13K- 1.72% |
$246K - $249K
|
293K
$14.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Tl Private Wealth
|
SELL
|
- |
-5.15K- 1.66% |
$247K - $250K
|
305K
$14.8M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-5.36K- 10.69% |
$257K - $260K
|
44.8K
$2.17M
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-5.68K- 9.6% |
$272K - $275K
|
53.5K
$2.59M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-5.88K- 17.14% |
$282K - $285K
|
28.4K
$1.38M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6.01K- 27.57% |
$288K - $291K
|
15.8K
$766K
|
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-6.12K- 2.23% |
$294K - $297K
|
268K
$13M
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-6.18K- 26.76% |
$296K - $300K
|
16.9K
$820K
|
|
|
Apr 22, 2024
Q1 2024
|
Moneywise, Inc.
|
SELL
|
- |
-6.18K- 23.32% |
$296K - $300K
|
20.3K
$987K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-6.41K- 1.79% |
$307K - $311K
|
351K
$17M
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
SELL
|
- |
-6.72K- 15.06% |
$322K - $326K
|
37.9K
$1.84M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.74K- 4.35% |
$323K - $327K
|
148K
$7.19M
|
|
|
Apr 05, 2024
Q1 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-6.83K- 35.52% |
$327K - $331K
|
12.4K
$602K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-6.94K- 8.77% |
$333K - $337K
|
72.2K
$3.5M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.67K- 6.09% |
$368K - $372K
|
118K
$5.74M
|
|
|
Apr 10, 2024
Q1 2024
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-7.93K- 3.0% |
$380K - $385K
|
256K
$12.4M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.39K- 4.17% |
$402K - $407K
|
193K
$9.36M
|
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-8.86K- 3.71% |
$425K - $430K
|
230K
$11.2M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-8.97K- 57.74% |
$430K - $435K
|
6.56K
$319K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-9.51K- 12.7% |
$456K - $461K
|
65.4K
$3.17M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-9.66K- 38.52% |
$463K - $468K
|
15.4K
$748K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.88KClosed |
$474K - $479K
|
0
$0
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-10.4K- 3.17% |
$497K - $503K
|
316K
$15.3M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-10.4K- 99.64% |
$498K - $503K
|
37
$1.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-10.8K- 44.44% |
$517K - $522K
|
13.5K
$654K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-11.9K- 21.6% |
$573K - $579K
|
43.3K
$2.1M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-12.2K- 6.03% |
$585K - $591K
|
190K
$9.22M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-13.2K- 61.96% |
$635K - $642K
|
8.13K
$395K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-13.3K- 37.87% |
$639K - $646K
|
21.9K
$1.06M
|
|
|
Apr 19, 2024
Q1 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-13.7K- 20.4% |
$659K - $666K
|
53.6K
$2.6M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-13.8K- 22.96% |
$663K - $671K
|
46.4K
$2.25M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-15.4K- 27.56% |
$736K - $744K
|
40.4K
$1.96M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-17.5K- 8.91% |
$840K - $850K
|
179K
$8.7M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-19.4K- 13.72% |
$929K - $939K
|
122K
$5.91M
|