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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
11K+ 16.12% |
$524K - $533K
|
79.3K
$3.85M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.9K+ 0.54% |
$516K - $525K
|
2.01M
$97.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
BUY
|
- |
10.6K+ 4.19% |
$503K - $511K
|
263K
$12.8M
|
|
|
Jul 10, 2024
Q2 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
10.5K+ 4.18% |
$501K - $509K
|
262K
$12.7M
|
|
|
Oct 23, 2024
Q2 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
10.4KNew |
$497K - $505K
|
10.4K
$507K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
10.3K+ 7.41% |
$489K - $498K
|
149K
$7.25M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
10.2K+ 11.01% |
$487K - $495K
|
103K
$5.01M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
10.2K+ 5.38% |
$484K - $493K
|
199K
$9.68M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.1K+ 1.35% |
$483K - $491K
|
764K
$37.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Searcy Financial Services Inc
|
BUY
|
- |
10.1K+ 2.65% |
$480K - $488K
|
390K
$18.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
9.2K+ 128.2% |
$438K - $445K
|
16.4K
$795K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.16KNew |
$436K - $443K
|
9.16K
$445K
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
9K+ 4.3% |
$428K - $435K
|
218K
$10.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.88K+ 28.28% |
$375K - $382K
|
35.8K
$1.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.13K+ 3.98% |
$339K - $345K
|
186K
$9.05M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
7.02KNew |
$334K - $340K
|
7.02K
$341K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.87K+ 32.46% |
$327K - $332K
|
28K
$1.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.78K+ 32.25% |
$323K - $328K
|
27.8K
$1.35M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6.46KNew |
$307K - $313K
|
6.46K
$314K
|
|
|
Jul 12, 2024
Q2 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
6.4K+ 34.3% |
$304K - $310K
|
25.1K
$1.22M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
6.37KNew |
$303K - $308K
|
6.37K
$309K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.27K+ 18.64% |
$298K - $303K
|
39.9K
$1.94M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.22K+ 29.77% |
$296K - $301K
|
27.1K
$1.32M
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
6.19KNew |
$294K - $300K
|
6.19K
$301K
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
5.96K+ 49.95% |
$284K - $288K
|
17.9K
$869K
|
|
|
Aug 07, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
5.89K+ 53.64% |
$280K - $285K
|
16.9K
$820K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.78KNew |
$275K - $280K
|
5.78K
$281K
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
5.74KNew |
$273K - $278K
|
5.74K
$279K
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
5.61KNew |
$267K - $272K
|
5.61K
$273K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.51K+ 5.02% |
$262K - $267K
|
115K
$5.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
5.29K+ 9.03% |
$252K - $256K
|
63.9K
$3.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.08K+ 3.43% |
$242K - $246K
|
153K
$7.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
5.05K+ 1.88% |
$240K - $244K
|
273K
$13.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.91K+ 39.12% |
$234K - $238K
|
17.5K
$848K
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
4.59K+ 3.46% |
$218K - $222K
|
137K
$6.68M
|
|
|
Jul 18, 2024
Q2 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
4.44KNew |
$211K - $215K
|
4.44K
$216K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
4.44K+ 19.13% |
$211K - $215K
|
27.7K
$1.34M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.34K+ 11.34% |
$206K - $210K
|
42.6K
$2.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
4.32KNew |
$206K - $209K
|
4.32K
$210K
|
|
|
Jul 16, 2024
Q2 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
4.16K+ 3.25% |
$198K - $201K
|
132K
$6.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
4.1K+ 6.32% |
$195K - $199K
|
69K
$3.35M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.07K+ 10.09% |
$194K - $197K
|
44.4K
$2.16M
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
4KNew |
$190K - $194K
|
4K
$194K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
3.53K+ 2.9% |
$168K - $171K
|
125K
$6.09M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3.29K+ 132.04% |
$156K - $159K
|
5.78K
$281K
|
|
|
Aug 02, 2024
Q2 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
3.26K+ 1.4% |
$155K - $158K
|
236K
$11.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.24K+ 1.06% |
$154K - $157K
|
308K
$15M
|
|
|
Jul 12, 2024
Q2 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
3.08K+ 1.13% |
$147K - $149K
|
276K
$13.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
3.08K+ 9.88% |
$147K - $149K
|
34.3K
$1.66M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.07K+ 40.72% |
$146K - $149K
|
10.6K
$516K
|