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 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
1.31K+ 20.09% |
$62.6K - $64.7K
|
7.8K
$384K
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
1.29K+ 12.88% |
$61.7K - $63.8K
|
11.3K
$555K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.25K+ 6.44% |
$60K - $62.1K
|
20.7K
$1.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.16K+ 6.06% |
$55.4K - $57.3K
|
20.2K
$995K
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
1.15K+ 0.83% |
$55.1K - $57.1K
|
140K
$6.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
938+ 1.04% |
$45K - $46.5K
|
91.5K
$4.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
830+ 1.65% |
$39.8K - $41.2K
|
51K
$2.51M
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
808+ 0.91% |
$38.7K - $40.1K
|
89.3K
$4.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
754+ 1.22% |
$36.2K - $37.4K
|
62.7K
$3.08M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
754+ 12.18% |
$36.2K - $37.4K
|
6.94K
$342K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
744+ 1.79% |
$35.7K - $36.9K
|
42.4K
$2.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
737+ 8.96% |
$35.3K - $36.6K
|
8.97K
$441K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
611+ 23.37% |
$29.3K - $30.3K
|
3.23K
$159K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
593+ 5.75% |
$28.4K - $29.4K
|
10.9K
$536K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
591+ 6.1% |
$28.3K - $29.3K
|
10.3K
$506K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
567+ 4.62% |
$27.2K - $28.1K
|
12.8K
$632K
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
555+ 1.62% |
$26.6K - $27.5K
|
34.8K
$1.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
485+ 4.71% |
$23.3K - $24.1K
|
10.8K
$531K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
465+ 1.76% |
$22.3K - $23.1K
|
26.9K
$1.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
453+ 1.28% |
$21.7K - $22.5K
|
35.9K
$1.77M
|
|
|
Nov 07, 2024
Q3 2024
|
Holistic Financial Partners
|
BUY
|
- |
419+ 2.89% |
$20.1K - $20.8K
|
14.9K
$734K
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
391+ 4.29% |
$18.7K - $19.4K
|
9.51K
$468K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
386+ 1.33% |
$18.5K - $19.1K
|
29.5K
$1.45M
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
BUY
|
- |
384+ 1.7% |
$18.4K - $19.1K
|
22.9K
$1.13M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
343New |
$16.4K - $17K
|
343
$16.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
341+ 5.94% |
$16.4K - $16.9K
|
6.08K
$299K
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
326+ 1.22% |
$15.6K - $16.2K
|
27.2K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
304+ 22.75% |
$14.6K - $15.1K
|
1.64K
$80.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
270New |
$12.9K - $13.4K
|
270
$13.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
246+ 1.58% |
$11.8K - $12.2K
|
15.8K
$776K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
207New |
$9.93K - $10.3K
|
207
$10.2K
|
|
|
Oct 22, 2024
Q3 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
176+ 0.08% |
$8.44K - $8.73K
|
230K
$11.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
162+ 6.34% |
$7.77K - $8.04K
|
2.72K
$134K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
145+ 2.63% |
$6.95K - $7.19K
|
5.67K
$279K
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
141+ 0.84% |
$6.76K - $7K
|
17K
$837K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
125+ 0.5% |
$5.99K - $6.2K
|
25.2K
$1.24M
|
|
|
Oct 08, 2024
Q3 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
109+ 0.98% |
$5.23K - $5.41K
|
11.3K
$555K
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
108+ 1.92% |
$5.18K - $5.36K
|
5.72K
$281K
|
|
|
Oct 22, 2024
Q3 2024
|
Narwhal Capital Management
|
BUY
|
- |
83+ 0.66% |
$3.98K - $4.12K
|
12.6K
$619K
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
81+ 1.85% |
$3.88K - $4.02K
|
4.47K
$220K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
68+ 1.38% |
$3.26K - $3.37K
|
5K
$246K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
61+ 0.05% |
$2.92K - $3.03K
|
115K
$5.68M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
52+ 2.72% |
$2.49K - $2.58K
|
1.97K
$96.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
44+ 2.71% |
$2.11K - $2.18K
|
1.67K
$82K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
43+ 126.47% |
$2.06K - $2.13K
|
77
$3.79K
|
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
39+ 0.88% |
$1.87K - $1.93K
|
4.48K
$221K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
20+ 1.06% |
$959 - $992
|
1.91K
$93.9K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
20+ 0.05% |
$959 - $992
|
40.4K
$1.99M
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
19New |
$911 - $943
|
19
$935
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
18+ 0.28% |
$863 - $893
|
6.56K
$323K
|