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 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-5.4K- 2.5% |
$262K - $267K
|
211K
$10.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.02K- 2.65% |
$292K - $297K
|
221K
$11M
|
|
|
Aug 05, 2025
Q2 2025
|
Holistic Financial Partners
|
SELL
|
- |
-6.08K- 57.32% |
$295K - $300K
|
4.53K
$226K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-6.15K- 2.3% |
$298K - $304K
|
261K
$13M
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-6.71K- 14.96% |
$326K - $331K
|
38.1K
$1.9M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.99K- 17.79% |
$339K - $345K
|
32.3K
$1.61M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-7.45K- 51.98% |
$362K - $368K
|
6.89K
$344K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.66K- 25.93% |
$372K - $378K
|
21.9K
$1.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-8.21K- 9.51% |
$398K - $405K
|
78.1K
$3.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-8.36K- 4.11% |
$405K - $412K
|
195K
$9.72M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.83K- 1.25% |
$428K - $436K
|
697K
$34.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-9.1K- 26.16% |
$441K - $449K
|
25.7K
$1.28M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-9.14K- 13.43% |
$443K - $451K
|
58.9K
$2.94M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-9.63K- 4.86% |
$467K - $475K
|
189K
$9.41M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.69K- 7.11% |
$470K - $478K
|
127K
$6.31M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-10.8K- 19.21% |
$523K - $532K
|
45.3K
$2.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-11.2K- 22.23% |
$542K - $551K
|
39.1K
$1.95M
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-11.9K- 5.63% |
$577K - $587K
|
199K
$9.96M
|
|
|
Jul 08, 2025
Q2 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-12.5K- 5.58% |
$604K - $615K
|
211K
$10.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-13.1K- 26.24% |
$636K - $647K
|
36.9K
$1.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-14.4K- 3.1% |
$697K - $709K
|
448K
$22.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-14.8K- 74.34% |
$717K - $729K
|
5.1K
$255K
|
|
|
Jul 23, 2025
Q2 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-15.3K- 69.95% |
$741K - $754K
|
6.56K
$327K
|
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
SELL
|
- |
-15.9K- 28.09% |
$771K - $784K
|
40.7K
$2.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-16.2K- 6.39% |
$784K - $798K
|
237K
$11.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-16.8K- 62.41% |
$812K - $827K
|
10.1K
$504K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-17.7K- 13.46% |
$860K - $875K
|
114K
$5.69M
|
|
|
Aug 08, 2025
Q2 2025
|
Petix & Botte CO
|
SELL
|
- |
-18K- 6.1% |
$873K - $889K
|
277K
$13.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-20.2K- 32.12% |
$978K - $995K
|
42.6K
$2.13M
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-20.4K- 23.85% |
$987K - $1M
|
65K
$3.24M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-20.4K- 75.22% |
$990K - $1.01M
|
6.73K
$336K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-20.8K- 21.91% |
$1.01M - $1.02M
|
74K
$3.69M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-20.9K- 12.35% |
$1.01M - $1.03M
|
148K
$7.41M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-21K- 13.81% |
$1.02M - $1.04M
|
131K
$6.55M
|
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-21.6K- 7.57% |
$1.05M - $1.06M
|
263K
$13.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-22.6K- 4.83% |
$1.1M - $1.12M
|
446K
$22.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-23.7K- 17.06% |
$1.15M - $1.17M
|
115K
$5.75M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-27.1K- 7.29% |
$1.31M - $1.34M
|
344K
$17.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-29.1K- 5.47% |
$1.41M - $1.44M
|
503K
$25.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-30.5K- 28.31% |
$1.48M - $1.51M
|
77.3K
$3.86M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-33.1K- 26.84% |
$1.61M - $1.63M
|
90.2K
$4.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-38.5K- 20.29% |
$1.86M - $1.9M
|
151K
$7.54M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-44.8K- 22.79% |
$2.17M - $2.21M
|
152K
$7.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-45.9K- 21.2% |
$2.23M - $2.27M
|
171K
$8.52M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-48.1K- 33.91% |
$2.33M - $2.38M
|
93.8K
$4.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-49.3K- 28.8% |
$2.39M - $2.43M
|
122K
$6.08M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-50.5K- 5.07% |
$2.45M - $2.49M
|
946K
$47.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-53.8K- 66.92% |
$2.61M - $2.65M
|
26.6K
$1.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-56.4K- 8.34% |
$2.73M - $2.78M
|
619K
$30.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-61.6K- 54.36% |
$2.99M - $3.04M
|
51.7K
$2.58M
|