Purchases and Sales Made in Q3 2024 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 Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
23.1K+ 4.97% |
$1.11M - $1.15M
|
489K
$23.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
22.7K+ 6.69% |
$1.09M - $1.13M
|
362K
$17.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
22.3KNew |
$1.07M - $1.11M
|
22.3K
$1.08M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
22.2K+ 30.79% |
$1.07M - $1.1M
|
94.4K
$4.59M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
21.3K+ 8.7% |
$1.02M - $1.05M
|
266K
$12.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
17.7K+ 8.42% |
$851K - $880K
|
228K
$11.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
17.6K+ 6.73% |
$846K - $875K
|
280K
$13.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
16.8KNew |
$808K - $835K
|
16.8K
$818K
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
16.7K+ 27.91% |
$803K - $830K
|
76.7K
$3.73M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
16.4K+ 13.39% |
$785K - $812K
|
139K
$6.73M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
16.2K+ 7.48% |
$777K - $804K
|
233K
$11.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
15.5KNew |
$741K - $766K
|
15.5K
$750K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
15.3K+ 54.93% |
$736K - $761K
|
43.3K
$2.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15.3K+ 12.8% |
$732K - $757K
|
135K
$6.53M
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
15K+ 163.26% |
$717K - $742K
|
24.1K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
14.6K+ 10.57% |
$699K - $723K
|
152K
$7.41M
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
14.2K+ 4.76% |
$682K - $706K
|
313K
$15.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
13.8K+ 6.84% |
$661K - $683K
|
215K
$10.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
13.8K+ 168.32% |
$659K - $682K
|
21.9K
$1.06M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
13.7K+ 276.7% |
$659K - $682K
|
18.7K
$909K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
13.7K+ 78.24% |
$655K - $678K
|
31.1K
$1.51M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13K+ 8.47% |
$622K - $644K
|
166K
$8.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
12.8KNew |
$613K - $634K
|
12.8K
$621K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
12.5K+ 53.76% |
$600K - $620K
|
35.8K
$1.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.4K+ 40.83% |
$548K - $567K
|
39.4K
$1.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
11.2K+ 10.23% |
$536K - $554K
|
120K
$5.84M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.3K+ 1.07% |
$494K - $511K
|
974K
$47.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
9.9K+ 99.83% |
$475K - $491K
|
19.8K
$963K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.87K+ 49.12% |
$473K - $489K
|
30K
$1.45M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
9.31K+ 28.77% |
$447K - $462K
|
41.7K
$2.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
BUY
|
- |
8.56KNew |
$410K - $425K
|
8.56K
$416K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
8.52K+ 111.41% |
$409K - $423K
|
16.2K
$785K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.49K+ 2.23% |
$407K - $421K
|
389K
$18.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.44K+ 5.15% |
$405K - $419K
|
172K
$8.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
8.36K+ 1.2% |
$401K - $415K
|
705K
$34.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
8.34K+ 21.95% |
$400K - $414K
|
46.3K
$2.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
8.22K+ 5.98% |
$394K - $408K
|
146K
$7.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
7.82K+ 10.77% |
$375K - $388K
|
80.5K
$3.91M
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
7.51K+ 840.99% |
$360K - $373K
|
8.4K
$408K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
7.46KNew |
$358K - $370K
|
7.46K
$362K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
7.22KNew |
$346K - $358K
|
7.22K
$351K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.2K+ 18.05% |
$345K - $357K
|
47.1K
$2.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
7.13K+ 0.84% |
$342K - $353K
|
857K
$41.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
7.07K+ 12.61% |
$339K - $351K
|
63.2K
$3.07M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.85K+ 2.0% |
$329K - $340K
|
349K
$17M
|
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
BUY
|
- |
6.79K+ 1.5% |
$326K - $337K
|
458K
$22.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.68KNew |
$320K - $332K
|
6.68K
$325K
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
6.67K+ 6.85% |
$320K - $331K
|
104K
$5.06M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.61K+ 40.38% |
$317K - $328K
|
23K
$1.12M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.54KNew |
$265K - $275K
|
5.54K
$269K
|