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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
3.49K+ 7.08% |
$169K - $172K
|
52.8K
$2.64M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.46K+ 29.21% |
$168K - $171K
|
15.3K
$765K
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
BUY
|
- |
3.3K+ 10.22% |
$160K - $163K
|
35.6K
$1.77M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.17K+ 29.3% |
$154K - $156K
|
14K
$698K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.13K+ 1.8% |
$152K - $155K
|
177K
$8.82M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
3.03K+ 54.76% |
$147K - $150K
|
8.57K
$428K
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
2.99K+ 6.59% |
$145K - $148K
|
48.4K
$2.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.93K+ 1.43% |
$142K - $144K
|
207K
$10.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
2.71K+ 1.88% |
$131K - $134K
|
147K
$7.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
2.6K+ 2.1% |
$126K - $129K
|
127K
$6.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.52K+ 0.62% |
$122K - $125K
|
407K
$20.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.31K+ 4.58% |
$112K - $114K
|
52.8K
$2.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
2.2K+ 1.94% |
$107K - $108K
|
115K
$5.76M
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.94K+ 10.92% |
$94.3K - $95.9K
|
19.7K
$985K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.88K+ 2.36% |
$91.1K - $92.7K
|
81.7K
$4.08M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.85K+ 7.34% |
$89.9K - $91.4K
|
27.1K
$1.35M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.81K+ 18.18% |
$87.6K - $89.1K
|
11.7K
$586K
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
BUY
|
- |
1.71K+ 4.35% |
$83K - $84.4K
|
41.1K
$2.05M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.67K+ 7.56% |
$81K - $82.5K
|
23.8K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.64K+ 6.27% |
$79.7K - $81.1K
|
27.8K
$1.39M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.63K+ 15.73% |
$78.8K - $80.2K
|
12K
$597K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.52K+ 1.47% |
$73.7K - $75K
|
105K
$5.23M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.41K+ 32.27% |
$68.5K - $69.7K
|
5.79K
$289K
|
|
|
Aug 14, 2025
Q2 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
1.4K+ 2.11% |
$67.9K - $69.1K
|
67.6K
$3.37M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1.36KNew |
$66.2K - $67.3K
|
1.36K
$68.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.17K+ 9.63% |
$56.7K - $57.7K
|
13.3K
$665K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
1.13K+ 2.16% |
$55K - $56K
|
53.7K
$2.68M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.07K+ 23.41% |
$52K - $53K
|
5.66K
$282K
|
|
|
Jul 07, 2025
Q2 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
1.04K+ 1.64% |
$50.2K - $51.1K
|
64.3K
$3.21M
|
|
|
Jul 28, 2025
Q2 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
1.02K+ 0.77% |
$49.6K - $50.4K
|
135K
$6.72M
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.01K+ 23.78% |
$48.9K - $49.8K
|
5.25K
$262K
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
925New |
$44.9K - $45.6K
|
925
$46.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
921+ 8.22% |
$44.7K - $45.5K
|
12.1K
$605K
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
913+ 133.67% |
$44.3K - $45.1K
|
1.6K
$79.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
902+ 2.18% |
$43.7K - $44.5K
|
42.2K
$2.11M
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
838+ 4.77% |
$40.6K - $41.4K
|
18.4K
$919K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
824+ 4.49% |
$40K - $40.7K
|
19.2K
$958K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
824+ 0.48% |
$40K - $40.7K
|
172K
$8.59M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
719+ 2.66% |
$34.9K - $35.5K
|
27.8K
$1.39M
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
699+ 8.78% |
$33.9K - $34.5K
|
8.66K
$432K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
681+ 11.36% |
$33K - $33.6K
|
6.67K
$333K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
638New |
$30.9K - $31.5K
|
638
$31.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
593+ 15.9% |
$28.8K - $29.3K
|
4.32K
$216K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
583+ 0.81% |
$28.3K - $28.8K
|
72.3K
$3.61M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
582+ 3.02% |
$28.2K - $28.7K
|
19.8K
$989K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
576+ 1.21% |
$27.9K - $28.4K
|
48.1K
$2.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
575+ 0.23% |
$27.9K - $28.4K
|
250K
$12.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
541+ 4.32% |
$26.2K - $26.7K
|
13.1K
$653K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
527+ 497.17% |
$25.6K - $26K
|
633
$31.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
488+ 6.07% |
$23.7K - $24.1K
|
8.53K
$426K
|