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 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
643+ 10.46% |
$30.6K - $31.1K
|
6.79K
$330K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
631New |
$30K - $30.5K
|
631
$30.6K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
575+ 4.69% |
$27.4K - $27.8K
|
12.8K
$624K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
463+ 25.95% |
$22K - $22.4K
|
2.25K
$109K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
430+ 4.35% |
$20.5K - $20.8K
|
10.3K
$501K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
424+ 9.18% |
$20.2K - $20.5K
|
5.04K
$245K
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
387+ 6.4% |
$18.4K - $18.7K
|
6.44K
$313K
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
358+ 6.55% |
$17K - $17.3K
|
5.83K
$283K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
342+ 0.28% |
$16.3K - $16.6K
|
122K
$5.93M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
335New |
$15.9K - $16.2K
|
335
$16.3K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
334+ 0.6% |
$15.9K - $16.2K
|
56.1K
$2.73M
|
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
BUY
|
- |
330+ 1.49% |
$15.7K - $16K
|
22.5K
$1.09M
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
BUY
|
- |
300+ 0.75% |
$14.3K - $14.5K
|
40.4K
$1.96M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
262New |
$12.5K - $12.7K
|
262
$12.7K
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
222New |
$10.6K - $10.7K
|
222
$10.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
220New |
$10.5K - $10.7K
|
220
$10.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
185+ 770.83% |
$8.8K - $8.96K
|
209
$10.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
165+ 8250.0% |
$7.85K - $7.99K
|
167
$8.11K
|
|
|
Aug 13, 2024
Q2 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
124+ 1.21% |
$5.9K - $6K
|
10.3K
$502K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
102+ 0.86% |
$4.85K - $4.94K
|
12K
$583K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
99+ 1.23% |
$4.71K - $4.79K
|
8.13K
$395K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
58New |
$2.76K - $2.81K
|
58
$2.82K
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
57+ 1.1% |
$2.71K - $2.76K
|
5.26K
$256K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
57+ 64.04% |
$2.71K - $2.76K
|
146
$7.09K
|
|
|
Aug 13, 2024
Q2 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
52+ 0.47% |
$2.47K - $2.52K
|
11.2K
$542K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
43+ 0.02% |
$2.05K - $2.08K
|
190K
$9.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
41New |
$1.95K - $1.98K
|
41
$1.99K
|
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
40+ 0.63% |
$1.9K - $1.94K
|
6.39K
$311K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
35+ 0.72% |
$1.67K - $1.69K
|
4.93K
$239K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
34New |
$1.62K - $1.65K
|
34
$1.65K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
27+ 1.07% |
$1.28K - $1.31K
|
2.56K
$124K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
26+ 1.15% |
$1.24K - $1.26K
|
2.29K
$111K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
18+ 0.28% |
$856 - $871
|
6.51K
$316K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
18New |
$856 - $871
|
18
$874
|
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
8+ 0.15% |
$381 - $387
|
5.27K
$256K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4+ 1.26% |
$190 - $194
|
321
$15.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
3+ 0.23% |
$143 - $145
|
1.29K
$62.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.0% |
$47.6 - $48.4
|
26K
$1.26M
|
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-2- 0.03% |
$95.2 - $96.8
|
6.97K
$338K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-10- 13.33% |
$476 - $484
|
65
$3.16K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-10- 0.09% |
$476 - $484
|
11.4K
$553K
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-24- 0.23% |
$1.14K - $1.16K
|
10.3K
$501K
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-26- 0.26% |
$1.24K - $1.26K
|
9.98K
$485K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-30- 27.27% |
$1.43K - $1.45K
|
80
$3.89K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-32- 0.11% |
$1.52K - $1.55K
|
28.4K
$1.38M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-36- 0.05% |
$1.71K - $1.74K
|
72.2K
$3.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-36- 12.2% |
$1.71K - $1.74K
|
259
$12.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-38- 1.97% |
$1.81K - $1.84K
|
1.89K
$91.7K
|