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
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-19.6K- 63.25% |
$940K - $951K
|
11.4K
$553K
|
|
|
May 10, 2024
Q1 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-21.2K- 36.81% |
$1.02M - $1.03M
|
36.4K
$1.77M
|
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-21.5K- 28.43% |
$1.03M - $1.04M
|
54K
$2.62M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-22.5K- 20.09% |
$1.08M - $1.09M
|
89.4K
$4.34M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-22.7K- 2.27% |
$1.09M - $1.1M
|
977K
$47.4M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-23.6K- 20.88% |
$1.13M - $1.14M
|
89.3K
$4.33M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-24.4K- 6.76% |
$1.17M - $1.18M
|
337K
$16.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Searcy Financial Services Inc
|
SELL
|
- |
-25.1K- 6.2% |
$1.2M - $1.22M
|
380K
$18.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-25.8K- 9.3% |
$1.24M - $1.25M
|
252K
$12.2M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-26.1K- 64.44% |
$1.25M - $1.26M
|
14.4K
$698K
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-26.8K- 14.96% |
$1.28M - $1.3M
|
152K
$7.39M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-27.5K- 70.25% |
$1.32M - $1.33M
|
11.6K
$565K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-28.1K- 68.56% |
$1.35M - $1.36M
|
12.9K
$626K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-29.2K- 11.52% |
$1.4M - $1.42M
|
224K
$10.9M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-29.4K- 10.0% |
$1.41M - $1.43M
|
265K
$12.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-30.9K- 96.16% |
$1.48M - $1.5M
|
1.24K
$59.9K
|
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-32.9K- 42.64% |
$1.58M - $1.59M
|
44.2K
$2.14M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-34.6K- 65.87% |
$1.66M - $1.68M
|
17.9K
$870K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-35K- 16.68% |
$1.68M - $1.7M
|
175K
$8.49M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-35.6K- 44.76% |
$1.71M - $1.72M
|
43.9K
$2.13M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-41K- 13.26% |
$1.97M - $1.99M
|
268K
$13M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-41.6K- 41.55% |
$1.99M - $2.02M
|
58.5K
$2.84M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-41.6K- 15.49% |
$2M - $2.02M
|
227K
$11M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-44.1K- 5.53% |
$2.11M - $2.14M
|
754K
$36.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-50.3K- 18.83% |
$2.41M - $2.44M
|
217K
$10.5M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-51.5K- 13.02% |
$2.47M - $2.5M
|
344K
$16.7M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-79.4K- 91.57% |
$3.81M - $3.85M
|
7.31K
$355K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-85.5K- 4.1% |
$4.1M - $4.15M
|
2M
$97.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-104K- 85.46% |
$4.96M - $5.02M
|
17.6K
$854K
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-104K- 9.47% |
$4.97M - $5.03M
|
991K
$48.1M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-107K- 85.68% |
$5.14M - $5.2M
|
17.9K
$870K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-120K- 34.71% |
$5.75M - $5.81M
|
226K
$10.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-121K- 30.75% |
$5.81M - $5.87M
|
273K
$13.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-122K- 95.14% |
$5.83M - $5.9M
|
6.22K
$302K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-170K- 45.67% |
$8.17M - $8.26M
|
203K
$9.83M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
SELL
|
- |
-235K- 50.78% |
$11.3M - $11.4M
|
227K
$11M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-290K- 2.36% |
$13.9M - $14M
|
12M
$582M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-290K- 2.36% |
$13.9M - $14M
|
12M
$582M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-322K- 31.58% |
$15.4M - $15.6M
|
697K
$33.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-336K- 59.05% |
$16.1M - $16.3M
|
233K
$11.3M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-441K- 31.72% |
$21.1M - $21.4M
|
949K
$46M
|