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 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
14.4K+ 3.17% |
$700K - $712K
|
470K
$23.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14.1K+ 4.55% |
$686K - $698K
|
325K
$16.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
13.3K+ 13.53% |
$647K - $658K
|
112K
$5.58M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
13.1K+ 115.66% |
$633K - $644K
|
24.3K
$1.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
11.8KNew |
$573K - $583K
|
11.8K
$590K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
11.6K+ 79.88% |
$563K - $573K
|
26.1K
$1.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
10.6KNew |
$512K - $521K
|
10.6K
$527K
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
10.2K+ 2.47% |
$494K - $503K
|
422K
$21.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.93KNew |
$482K - $490K
|
9.93K
$496K
|
|
|
Jul 25, 2025
Q2 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
9.8K+ 101.03% |
$475K - $484K
|
19.5K
$973K
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
9.48K+ 1.27% |
$460K - $468K
|
755K
$37.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.11K+ 1.83% |
$442K - $450K
|
506K
$25.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
9.11K+ 3.79% |
$442K - $449K
|
249K
$12.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
8.95K+ 7.52% |
$434K - $441K
|
128K
$6.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
8.87K+ 30.68% |
$430K - $438K
|
37.8K
$1.89M
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
8.76KNew |
$425K - $432K
|
8.76K
$437K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
8.55K+ 146.8% |
$414K - $422K
|
14.4K
$717K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.32K+ 27.63% |
$404K - $411K
|
38.4K
$1.92M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
7.97K+ 235.44% |
$387K - $393K
|
11.4K
$567K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.66K+ 9.88% |
$372K - $378K
|
85.2K
$4.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.62K+ 8.16% |
$369K - $376K
|
101K
$5.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
7.6KNew |
$369K - $375K
|
7.6K
$380K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.33K+ 6.07% |
$356K - $362K
|
128K
$6.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
7.23K+ 54.88% |
$351K - $357K
|
20.4K
$1.02M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
7.12K+ 7.26% |
$345K - $351K
|
105K
$5.25M
|
|
|
Sep 11, 2025
Q2 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
7.12KNew |
$345K - $351K
|
7.12K
$355K
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
6.8K+ 11.36% |
$330K - $336K
|
66.7K
$3.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
6.75K+ 15.95% |
$327K - $333K
|
49.1K
$2.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.56K+ 2.5% |
$318K - $324K
|
269K
$13.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
6.4K+ 33.04% |
$310K - $316K
|
25.8K
$1.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
6.28K+ 18.33% |
$305K - $310K
|
40.6K
$2.02M
|
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
5.93K+ 12.27% |
$287K - $292K
|
54.2K
$2.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
5.76KNew |
$279K - $284K
|
5.76K
$288K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.66KNew |
$274K - $279K
|
5.66K
$282K
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
5.53K+ 1.8% |
$268K - $273K
|
312K
$15.6M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
5.3KNew |
$257K - $262K
|
5.3K
$265K
|
|
|
Jul 09, 2025
Q2 2025
|
Searcy Financial Services Inc
|
BUY
|
- |
5.06K+ 1.3% |
$245K - $250K
|
395K
$19.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
5.02KNew |
$243K - $248K
|
5.02K
$251K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
4.88K+ 3.78% |
$236K - $241K
|
134K
$6.68M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
4.86K+ 8.9% |
$236K - $240K
|
59.5K
$2.97M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
4.77K+ 1.35% |
$231K - $235K
|
357K
$17.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
BUY
|
- |
4.49KNew |
$218K - $221K
|
4.49K
$224K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.44KNew |
$215K - $219K
|
4.44K
$221K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
4.35KNew |
$211K - $215K
|
4.35K
$217K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.23KNew |
$205K - $209K
|
4.23K
$211K
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
4.11KNew |
$199K - $203K
|
4.11K
$205K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
4K+ 3.58% |
$194K - $197K
|
116K
$5.78M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
3.82K+ 0.87% |
$185K - $188K
|
442K
$22M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
3.68K+ 2.41% |
$179K - $182K
|
157K
$7.82M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.58K+ 7.2% |
$174K - $177K
|
53.3K
$2.66M
|