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 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-33- 0.21% |
$1.6K - $1.63K
|
16K
$797K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-37- 0.01% |
$1.79K - $1.83K
|
345K
$17.2M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-38- 0.56% |
$1.84K - $1.88K
|
6.77K
$338K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-45- 2.55% |
$2.18K - $2.22K
|
1.72K
$85.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-54- 10.04% |
$2.62K - $2.66K
|
484
$24.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-56- 0.2% |
$2.72K - $2.76K
|
28.5K
$1.42M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-56- 1.31% |
$2.72K - $2.76K
|
4.21K
$210K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-60- 0.93% |
$2.91K - $2.96K
|
6.41K
$320K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-62- 1.25% |
$3.01K - $3.06K
|
4.9K
$245K
|
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-72- 0.14% |
$3.49K - $3.55K
|
50.7K
$2.53M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-103- 2.02% |
$5K - $5.08K
|
5K
$249K
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-106- 1.56% |
$5.14K - $5.23K
|
6.68K
$334K
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
SELL
|
- |
-112- 2.16% |
$5.43K - $5.53K
|
5.08K
$254K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-122- 0.44% |
$5.92K - $6.02K
|
27.7K
$1.38M
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-140- 12.36% |
$6.79K - $6.91K
|
993
$49.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-143- 1.59% |
$6.94K - $7.06K
|
8.82K
$440K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-167- 1.58% |
$8.1K - $8.24K
|
10.4K
$520K
|
|
|
Aug 14, 2025
Q2 2025
|
Helium Advisors LLC
Everett, WA |
SELL
|
- |
-177- 0.81% |
$8.58K - $8.73K
|
21.7K
$1.08M
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-186- 0.49% |
$9.02K - $9.18K
|
37.8K
$1.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-197- 1.78% |
$9.55K - $9.72K
|
10.9K
$542K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-200- 39.6% |
$9.7K - $9.87K
|
305
$15.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-205- 3.55% |
$9.94K - $10.1K
|
5.56K
$278K
|
|
|
Aug 14, 2025
Q2 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-210- 2.49% |
$10.2K - $10.4K
|
8.22K
$410K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-218- 1.48% |
$10.6K - $10.8K
|
14.5K
$726K
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-220- 1.49% |
$10.7K - $10.9K
|
14.5K
$725K
|
|
|
Aug 04, 2025
Q2 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-225- 2.5% |
$10.9K - $11.1K
|
8.76K
$437K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-237- 3.14% |
$11.5K - $11.7K
|
7.3K
$364K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-251- 1.63% |
$12.2K - $12.4K
|
15.1K
$756K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-266- 5.39% |
$12.9K - $13.1K
|
4.67K
$233K
|
|
|
Aug 01, 2025
Q2 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-282- 3.29% |
$13.7K - $13.9K
|
8.29K
$414K
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-290- 1.01% |
$14.1K - $14.3K
|
28.4K
$1.42M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-317- 0.6% |
$15.4K - $15.6K
|
52.1K
$2.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-320- 3.71% |
$15.5K - $15.8K
|
8.31K
$415K
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-320- 0.16% |
$15.5K - $15.8K
|
204K
$10.2M
|
|
|
Jul 23, 2025
Q2 2025
|
626 Financial, LLC
|
SELL
|
- |
-393- 2.45% |
$19.1K - $19.4K
|
15.6K
$781K
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-400- 2.24% |
$19.4K - $19.7K
|
17.5K
$872K
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-403- 4.26% |
$19.5K - $19.9K
|
9.05K
$452K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-426- 8.55% |
$20.7K - $21K
|
4.55K
$227K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-443- 11.15% |
$21.5K - $21.9K
|
3.53K
$176K
|
|
|
Jul 31, 2025
Q2 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-444- 8.71% |
$21.5K - $21.9K
|
4.65K
$232K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-445- 36.75% |
$21.6K - $22K
|
766
$38.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Capital Cs Group, LLC
|
SELL
|
- |
-465- 4.89% |
$22.6K - $22.9K
|
9.04K
$451K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-546- 0.89% |
$26.5K - $26.9K
|
60.7K
$3.03M
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-556- 5.76% |
$27K - $27.4K
|
9.09K
$454K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-608- 0.69% |
$29.5K - $30K
|
88.1K
$4.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-634- 7.88% |
$30.7K - $31.3K
|
7.41K
$370K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-637- 4.09% |
$30.9K - $31.4K
|
14.9K
$746K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-685- 9.22% |
$33.2K - $33.8K
|
6.75K
$337K
|
|
|
Jul 23, 2025
Q2 2025
|
Narwhal Capital Management
|
SELL
|
- |
-692- 4.95% |
$33.6K - $34.2K
|
13.3K
$664K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-697- 13.15% |
$33.8K - $34.4K
|
4.6K
$230K
|