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 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.06K+ 5.1% |
$146K - $148K
|
63K
$3.06M
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
3.01K+ 2.21% |
$143K - $146K
|
139K
$6.75M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3K+ 18.67% |
$143K - $145K
|
19.1K
$926K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2.88K+ 3.97% |
$137K - $139K
|
75.5K
$3.66M
|
|
|
Aug 09, 2024
Q2 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
2.8K+ 27.63% |
$133K - $136K
|
12.9K
$628K
|
|
|
Aug 08, 2024
Q2 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
2.79K+ 41.23% |
$133K - $135K
|
9.54K
$464K
|
|
|
Aug 07, 2024
Q2 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
2.73K+ 36.48% |
$130K - $132K
|
10.2K
$495K
|
|
|
Jul 18, 2024
Q2 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
2.72K+ 1.2% |
$129K - $132K
|
229K
$11.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2.66K+ 3.27% |
$127K - $129K
|
83.9K
$4.07M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
2.57K+ 1.5% |
$122K - $125K
|
174K
$8.45M
|
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
2.52K+ 8.0% |
$120K - $122K
|
34.1K
$1.66M
|
|
|
Jul 16, 2024
Q2 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
2.3K+ 2.6% |
$109K - $111K
|
90.5K
$4.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
2.28K+ 9.45% |
$109K - $110K
|
26.4K
$1.28M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.2K+ 5.57% |
$104K - $106K
|
41.6K
$2.02M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
2.14KNew |
$102K - $104K
|
2.14K
$104K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.86K+ 11.89% |
$88.5K - $90K
|
17.5K
$849K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.8K+ 21.18% |
$85.6K - $87.1K
|
10.3K
$500K
|
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.77K+ 24.07% |
$84.2K - $85.6K
|
9.12K
$443K
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.74K+ 4.79% |
$82.7K - $84.1K
|
38K
$1.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1.62K+ 4.25% |
$76.8K - $78.2K
|
39.7K
$1.93M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.52K+ 3.47% |
$72.5K - $73.8K
|
45.4K
$2.21M
|
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.48K+ 4.35% |
$70.4K - $71.6K
|
35.5K
$1.72M
|
|
|
Jul 19, 2024
Q2 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
1.44K+ 1.23% |
$68.3K - $69.5K
|
118K
$5.74M
|
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.4K+ 15.12% |
$66.8K - $68K
|
10.7K
$519K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.3KNew |
$61.8K - $62.8K
|
1.3K
$63K
|
|
|
Aug 01, 2024
Q2 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.29K+ 4.21% |
$61.2K - $62.3K
|
31.8K
$1.55M
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.27K+ 2.63% |
$60.5K - $61.5K
|
49.7K
$2.41M
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.24K+ 2.05% |
$59.2K - $60.2K
|
61.9K
$3.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.21K+ 2.94% |
$57.8K - $58.8K
|
42.5K
$2.06M
|
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1.2K+ 0.71% |
$56.9K - $57.8K
|
168K
$8.18M
|
|
|
Aug 16, 2024
Q2 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
1.19K+ 3.41% |
$56.4K - $57.4K
|
35.9K
$1.74M
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.18K+ 6.47% |
$56.2K - $57.2K
|
19.4K
$944K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.13K+ 17.3% |
$53.7K - $54.6K
|
7.65K
$371K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.1K+ 3.91% |
$52.1K - $53K
|
29.1K
$1.41M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.03K+ 0.87% |
$48.9K - $49.8K
|
119K
$5.79M
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
BUY
|
- |
1.03K+ 4.24% |
$48.9K - $49.7K
|
25.3K
$1.23M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.02KNew |
$48.3K - $49.2K
|
1.02K
$49.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.01K+ 7.84% |
$48.2K - $49K
|
13.9K
$676K
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
992+ 6.46% |
$47.2K - $48K
|
16.3K
$794K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
918New |
$43.7K - $44.4K
|
918
$44.6K
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
900+ 2.86% |
$42.8K - $43.6K
|
32.4K
$1.57M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
893New |
$42.5K - $43.2K
|
893
$43.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
892+ 10.14% |
$42.4K - $43.2K
|
9.69K
$471K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
878New |
$41.8K - $42.5K
|
878
$42.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
858+ 10.33% |
$40.8K - $41.5K
|
9.17K
$445K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
848+ 109.42% |
$40.3K - $41.1K
|
1.62K
$78.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
804+ 17.04% |
$38.3K - $38.9K
|
5.52K
$268K
|
|
|
Jul 10, 2024
Q2 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
727+ 1.11% |
$34.6K - $35.2K
|
66.2K
$3.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
719New |
$34.2K - $34.8K
|
719
$34.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
646+ 1.62% |
$30.7K - $31.3K
|
40.4K
$1.96M
|