Purchases and Sales Made in Q2 2025 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 2025. 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 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
176KNew |
$8.52M - $8.67M
|
176K
$8.65M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
93.4KNew |
$4.53M - $4.61M
|
93.4K
$4.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
24.8KNew |
$1.2M - $1.22M
|
24.8K
$1.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
16.5KNew |
$799K - $813K
|
16.5K
$812K
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
13.3K+ 13.53% |
$647K - $658K
|
112K
$5.51M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
10.6KNew |
$512K - $521K
|
10.6K
$520K
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
10.2K+ 2.47% |
$494K - $503K
|
422K
$20.8M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
5.3KNew |
$257K - $262K
|
5.3K
$261K
|
|
|
Jul 09, 2025
Q2 2025
|
Searcy Financial Services Inc
|
BUY
|
- |
5.06K+ 1.3% |
$245K - $250K
|
395K
$19.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
4.77K+ 1.35% |
$231K - $235K
|
357K
$17.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
4.35KNew |
$211K - $215K
|
4.35K
$214K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
4K+ 3.58% |
$194K - $197K
|
116K
$5.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
3.68K+ 2.41% |
$179K - $182K
|
157K
$7.72M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
3.03K+ 54.76% |
$147K - $150K
|
8.57K
$422K
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
2.99K+ 6.59% |
$145K - $148K
|
48.4K
$2.38M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.81K+ 18.18% |
$87.6K - $89.1K
|
11.7K
$578K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.07K+ 23.41% |
$52K - $53K
|
5.66K
$279K
|
|
|
Jul 07, 2025
Q2 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
1.04K+ 1.64% |
$50.2K - $51.1K
|
64.3K
$3.17M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
593+ 15.9% |
$28.8K - $29.3K
|
4.32K
$213K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
583+ 0.81% |
$28.3K - $28.8K
|
72.3K
$3.56M
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
350+ 2.03% |
$17K - $17.3K
|
17.6K
$866K
|
|
|
Jul 09, 2025
Q2 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
100+ 0.61% |
$4.85K - $4.94K
|
16.5K
$812K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
94+ 2.12% |
$4.56K - $4.64K
|
4.53K
$223K
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
68+ 0.55% |
$3.3K - $3.36K
|
12.4K
$610K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
63+ 0.4% |
$3.06K - $3.11K
|
16K
$789K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
4+ 0.01% |
$194 - $197
|
46.1K
$2.27M
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-33- 0.21% |
$1.6K - $1.63K
|
16K
$787K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-745- 10.45% |
$36.1K - $36.8K
|
6.39K
$315K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-787- 1.09% |
$38.2K - $38.8K
|
71.1K
$3.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-1.14K- 7.01% |
$55.3K - $56.3K
|
15.1K
$746K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-2.47K- 0.72% |
$120K - $122K
|
341K
$16.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.86K- 27.89% |
$139K - $141K
|
7.4K
$364K
|
|
|
Jul 08, 2025
Q2 2025
|
Tl Private Wealth
|
SELL
|
- |
-4K- 1.32% |
$194K - $197K
|
298K
$14.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.1K- 13.39% |
$247K - $252K
|
33K
$1.62M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-7.45K- 51.98% |
$362K - $368K
|
6.89K
$339K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-8.36K- 4.11% |
$405K - $412K
|
195K
$9.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-11.9K- 5.63% |
$577K - $587K
|
199K
$9.83M
|
|
|
Jul 08, 2025
Q2 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-12.5K- 5.58% |
$604K - $615K
|
211K
$10.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-21.6K- 7.57% |
$1.05M - $1.06M
|
263K
$13M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-286K- 92.36% |
$13.9M - $14.1M
|
23.7K
$1.17M
|