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 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-5.67K- 57.35% |
$270K - $274K
|
4.22K
$205K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5.83K- 10.63% |
$277K - $282K
|
49.1K
$2.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-6.25K- 28.36% |
$297K - $303K
|
15.8K
$767K
|
|
|
Aug 05, 2024
Q2 2024
|
Narwhal Capital Management
|
SELL
|
- |
-6.41K- 33.89% |
$305K - $310K
|
12.5K
$607K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-6.47K- 11.98% |
$308K - $313K
|
47.5K
$2.31M
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-6.53K- 17.96% |
$311K - $316K
|
29.8K
$1.45M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.68K- 26.81% |
$318K - $324K
|
18.2K
$886K
|
|
|
Aug 08, 2024
Q2 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-6.79K- 2.95% |
$323K - $328K
|
223K
$10.8M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.1K- 12.14% |
$338K - $344K
|
51.4K
$2.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-7.32K- 62.84% |
$348K - $354K
|
4.33K
$210K
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-7.64K- 59.52% |
$364K - $370K
|
5.2K
$252K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.78K- 4.17% |
$418K - $425K
|
202K
$9.79M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-8.94K- 24.77% |
$425K - $433K
|
27.2K
$1.32M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-9.12K- 40.52% |
$434K - $441K
|
13.4K
$650K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-9.32K- 58.57% |
$443K - $451K
|
6.59K
$320K
|
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-9.93K- 45.29% |
$473K - $481K
|
12K
$583K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-10.6K- 72.84% |
$504K - $513K
|
3.95K
$192K
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-11.3K- 25.22% |
$537K - $547K
|
33.5K
$1.63M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-11.6K- 4.36% |
$550K - $560K
|
253K
$12.3M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-12.1K- 61.82% |
$575K - $585K
|
7.46K
$362K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12.4K- 2.68% |
$590K - $601K
|
450K
$21.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.7K- 0.51% |
$604K - $615K
|
2.49M
$121M
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
SELL
|
- |
-12.9K- 34.07% |
$614K - $625K
|
25K
$1.21M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-13.2K- 3.24% |
$629K - $640K
|
395K
$19.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-13.4K- 75.27% |
$635K - $647K
|
4.39K
$213K
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-14.1K- 12.65% |
$672K - $683K
|
97.4K
$4.73M
|
|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-20.2K- 6.4% |
$963K - $979K
|
296K
$14.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-22.9K- 52.78% |
$1.09M - $1.11M
|
20.5K
$994K
|
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-23.3K- 9.07% |
$1.11M - $1.13M
|
233K
$11.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-23.4K- 78.08% |
$1.11M - $1.13M
|
6.57K
$319K
|
|
|
Aug 14, 2024
Q2 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-25K- 18.64% |
$1.19M - $1.21M
|
109K
$5.3M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-25.7K- 85.92% |
$1.22M - $1.24M
|
4.22K
$205K
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-27.1K- 36.09% |
$1.29M - $1.31M
|
47.9K
$2.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-27.1K- 92.68% |
$1.29M - $1.31M
|
2.14K
$104K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-28.5K- 58.64% |
$1.36M - $1.38M
|
20.1K
$976K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-35K- 13.2% |
$1.67M - $1.7M
|
230K
$11.2M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-41.1K- 0.34% |
$1.95M - $1.99M
|
11.9M
$580M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-41.1K- 0.34% |
$1.95M - $1.99M
|
11.9M
$580M
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-59K- 38.78% |
$2.81M - $2.86M
|
93.2K
$4.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-65K- 9.33% |
$3.09M - $3.15M
|
632K
$30.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-76.4K- 26.06% |
$3.63M - $3.7M
|
217K
$10.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
SELL
|
- |
-84.8K- 59.96% |
$4.03M - $4.11M
|
56.6K
$2.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-91.4K- 1.92% |
$4.35M - $4.43M
|
4.66M
$226M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-110K- 11.29% |
$5.25M - $5.34M
|
867K
$42.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-129K- 54.1% |
$6.15M - $6.26M
|
110K
$5.33M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-151K- 33.42% |
$7.18M - $7.3M
|
301K
$14.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-168K- 56.44% |
$8.02M - $8.16M
|
130K
$6.32M
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-173K- 32.21% |
$8.23M - $8.37M
|
364K
$17.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-190K- 72.97% |
$9.05M - $9.21M
|
70.5K
$3.42M
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-282K- 97.28% |
$13.4M - $13.7M
|
7.9K
$384K
|