Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
550K+ 7.77% |
$26.2M - $26.6M
|
7.63M
$371M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
449K+ 2052.58% |
$21.4M - $21.7M
|
471K
$22.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
265K+ 1478.52% |
$12.6M - $12.8M
|
283K
$13.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Win Advisors, Inc
|
BUY
|
- |
240KNew |
$11.4M - $11.6M
|
240K
$11.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
BUY
|
- |
224K+ 98.53% |
$10.7M - $10.8M
|
452K
$21.9M
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
207K+ 20.91% |
$9.86M - $10M
|
1.2M
$58.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
175K+ 195.54% |
$8.32M - $8.46M
|
264K
$12.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
158K+ 84.49% |
$7.53M - $7.66M
|
345K
$16.8M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
158K+ 126.0% |
$7.5M - $7.63M
|
283K
$13.7M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
153KNew |
$7.26M - $7.39M
|
153K
$7.41M
|
|
|
Aug 06, 2024
Q2 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
149K+ 997.44% |
$7.09M - $7.22M
|
164K
$7.97M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
140K+ 17.51% |
$6.67M - $6.78M
|
940K
$45.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
119KNew |
$5.64M - $5.74M
|
119K
$5.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
118K+ 3.37% |
$5.63M - $5.73M
|
3.63M
$176M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
111KNew |
$5.26M - $5.35M
|
111K
$5.37M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
81.6K+ 13.11% |
$3.88M - $3.95M
|
704K
$34.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
78.9K+ 12.73% |
$3.75M - $3.82M
|
698K
$33.9M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
77.1K+ 46.1% |
$3.67M - $3.73M
|
244K
$11.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
72.7KNew |
$3.46M - $3.52M
|
72.7K
$3.53M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
67.3K+ 342.53% |
$3.2M - $3.26M
|
87K
$4.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
61.9KNew |
$2.95M - $3M
|
61.9K
$3.01M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
56.5K+ 9.05% |
$2.69M - $2.74M
|
681K
$33.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
48.7KNew |
$2.32M - $2.36M
|
48.7K
$2.36M
|
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
44.3K+ 100.25% |
$2.11M - $2.14M
|
88.5K
$4.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
38.3K+ 222.53% |
$1.82M - $1.85M
|
55.5K
$2.69M
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
35K+ 19.9% |
$1.66M - $1.69M
|
211K
$10.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
30.9K+ 10.0% |
$1.47M - $1.49M
|
339K
$16.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
29.6K+ 8.43% |
$1.41M - $1.43M
|
380K
$18.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
29.2K+ 16.67% |
$1.39M - $1.41M
|
204K
$9.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
27.9KNew |
$1.33M - $1.35M
|
27.9K
$1.36M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
27.8K+ 11.57% |
$1.32M - $1.35M
|
268K
$13M
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
26.8KNew |
$1.28M - $1.3M
|
26.8K
$1.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
26.8K+ 25.53% |
$1.27M - $1.3M
|
132K
$6.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
26.6KNew |
$1.27M - $1.29M
|
26.6K
$1.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
24.9K+ 18.14% |
$1.19M - $1.21M
|
162K
$7.88M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
24.4KNew |
$1.16M - $1.18M
|
24.4K
$1.18M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
24.4K+ 108.13% |
$1.16M - $1.18M
|
46.9K
$2.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
23.9K+ 10.5% |
$1.14M - $1.16M
|
251K
$12.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
23.3K+ 2.82% |
$1.11M - $1.13M
|
850K
$41.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
21KNew |
$998K - $1.01M
|
21K
$1.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
18.6KNew |
$884K - $900K
|
18.6K
$902K
|
|
|
Jul 16, 2024
Q2 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
18K+ 33.54% |
$855K - $870K
|
71.6K
$3.48M
|
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
16K+ 5.68% |
$764K - $777K
|
299K
$14.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.5K+ 1.63% |
$735K - $748K
|
964K
$46.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
15.1K+ 7.85% |
$721K - $733K
|
208K
$10.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.6K+ 691.59% |
$646K - $657K
|
15.5K
$754K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
13.4K+ 4.98% |
$637K - $648K
|
282K
$13.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.2KNew |
$580K - $590K
|
12.2K
$591K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
11.4K+ 8.98% |
$541K - $550K
|
138K
$6.69M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
11.3K+ 1.65% |
$537K - $546K
|
697K
$33.8M
|