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
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-955- 13.07% |
$45.4K - $46.2K
|
6.35K
$309K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.01K- 2.18% |
$48.2K - $49.1K
|
45.4K
$2.21M
|
|
|
Jul 25, 2024
Q2 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.04K- 2.09% |
$49.4K - $50.3K
|
48.6K
$2.36M
|
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-1.05K- 4.12% |
$49.7K - $50.6K
|
24.3K
$1.18M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.05K- 12.18% |
$49.8K - $50.7K
|
7.55K
$367K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.09K- 2.94% |
$51.9K - $52.8K
|
36K
$1.75M
|
|
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-1.12K- 2.93% |
$53.2K - $54.2K
|
37.1K
$1.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1.12K- 6.36% |
$53.2K - $54.2K
|
16.5K
$801K
|
|
|
Aug 02, 2024
Q2 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-1.16K- 14.29% |
$55.1K - $56K
|
6.94K
$337K
|
|
|
Jul 17, 2024
Q2 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-1.28K- 3.34% |
$61K - $62.1K
|
37.1K
$1.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1.36K- 2.32% |
$64.5K - $65.6K
|
57.2K
$2.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.37K- 14.14% |
$65.2K - $66.4K
|
8.32K
$404K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.39K- 0.4% |
$66.2K - $67.3K
|
343K
$16.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Holistic Financial Partners
|
SELL
|
- |
-1.4K- 8.82% |
$66.7K - $67.9K
|
14.5K
$704K
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-1.44K- 6.22% |
$68.3K - $69.5K
|
21.6K
$1.05M
|
|
|
Jul 26, 2024
Q2 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.55K- 1.11% |
$73.8K - $75.1K
|
138K
$6.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1.56K- 1.65% |
$74.1K - $75.4K
|
92.6K
$4.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.86K- 27.32% |
$88.6K - $90.1K
|
4.95K
$241K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.92K- 3.99% |
$91.5K - $93.1K
|
46.3K
$2.25M
|
|
|
Jul 17, 2024
Q2 2024
|
Tl Private Wealth
|
SELL
|
- |
-1.97K- 0.65% |
$93.6K - $95.3K
|
303K
$14.7M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.01K- 10.34% |
$95.7K - $97.4K
|
17.4K
$847K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.06K- 3.15% |
$98.1K - $99.8K
|
63.3K
$3.08M
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-2.08K- 0.96% |
$98.9K - $101K
|
215K
$10.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.09K- 25.74% |
$99.6K - $101K
|
6.04K
$293K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.26K- 14.66% |
$107K - $109K
|
13.2K
$639K
|
|
|
Jul 22, 2024
Q2 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-2.67K- 1.14% |
$127K - $129K
|
230K
$11.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.74K- 19.0% |
$130K - $132K
|
11.7K
$567K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.83K- 21.02% |
$135K - $137K
|
10.6K
$517K
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-2.86K- 5.92% |
$136K - $138K
|
45.4K
$2.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.02K- 18.36% |
$144K - $146K
|
13.4K
$652K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.08K- 13.62% |
$147K - $149K
|
19.5K
$949K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-3.16K- 22.0% |
$151K - $153K
|
11.2K
$545K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.21K- 13.53% |
$152K - $155K
|
20.5K
$995K
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
SELL
|
- |
-3.21K- 2.56% |
$153K - $155K
|
122K
$5.94M
|
|
|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-3.23K- 6.03% |
$153K - $156K
|
50.2K
$2.44M
|
|
|
Jul 01, 2024
Q2 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-3.37K- 27.16% |
$160K - $163K
|
9.03K
$439K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.51K- 22.24% |
$167K - $170K
|
12.3K
$596K
|
|
|
Aug 06, 2024
Q2 2024
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-3.82K- 1.49% |
$182K - $185K
|
252K
$12.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-4.01K- 14.76% |
$191K - $194K
|
23.1K
$1.12M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-4.11K- 7.57% |
$196K - $199K
|
50.2K
$2.44M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.11K- 32.69% |
$196K - $199K
|
8.47K
$411K
|
|
|
Jul 17, 2024
Q2 2024
|
Moneywise, Inc.
|
SELL
|
- |
-4.61K- 22.68% |
$219K - $223K
|
15.7K
$763K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-4.68K- 12.48% |
$223K - $227K
|
32.8K
$1.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.92K- 2.92% |
$234K - $238K
|
164K
$7.96M
|
|
|
Aug 01, 2024
Q2 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-4.97K- 9.2% |
$237K - $241K
|
49.1K
$2.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-5.03KClosed |
$239K - $243K
|
0
$0
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-5.17K- 1.1% |
$246K - $250K
|
466K
$22.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.23K- 2.33% |
$249K - $253K
|
219K
$10.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-5.44K- 35.4% |
$259K - $263K
|
9.92K
$482K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.63K- 3.17% |
$268K - $272K
|
172K
$8.35M
|