Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
17.5K+ 10.59% |
$814K - $845K
|
182K
$8.86M
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
15.7KNew |
$731K - $758K
|
15.7K
$762K
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
15.4KNew |
$715K - $742K
|
15.4K
$746K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
13.7KNew |
$638K - $662K
|
13.7K
$665K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13.3K+ 20.25% |
$621K - $645K
|
79.2K
$3.84M
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
BUY
|
- |
12.9K+ 46.04% |
$599K - $622K
|
40.8K
$1.98M
|
|
|
Feb 12, 2024
Q4 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
12.9K+ 202.5% |
$599K - $622K
|
19.2K
$933K
|
|
|
Feb 13, 2024
Q4 2023
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
11.7KNew |
$547K - $568K
|
11.7K
$570K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
11.2KNew |
$521K - $541K
|
11.2K
$543K
|
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
11KNew |
$511K - $531K
|
11K
$533K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.1K+ 8.05% |
$469K - $487K
|
135K
$6.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
9.87K+ 32.35% |
$460K - $477K
|
40.4K
$1.96M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
9.57KNew |
$446K - $463K
|
9.57K
$465K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
9.57KNew |
$446K - $463K
|
9.57K
$465K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
9.21K+ 2.29% |
$429K - $446K
|
411K
$20M
|
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
8.87K+ 8.29% |
$413K - $429K
|
116K
$5.63M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.67K+ 2.24% |
$404K - $419K
|
395K
$19.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
8.27KNew |
$385K - $400K
|
8.27K
$402K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.14K+ 4.31% |
$379K - $394K
|
197K
$9.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
6.63K+ 44.97% |
$309K - $321K
|
21.4K
$1.04M
|
|
|
Jan 10, 2024
Q4 2023
|
Tl Private Wealth
|
BUY
|
- |
6.5K+ 2.14% |
$303K - $315K
|
310K
$15.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6.47KNew |
$302K - $313K
|
6.47K
$314K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
6.35K+ 12.85% |
$296K - $307K
|
55.7K
$2.71M
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
6.3K+ 8.12% |
$293K - $305K
|
83.8K
$4.07M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.05KNew |
$282K - $292K
|
6.05K
$294K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
5.97KNew |
$278K - $289K
|
5.97K
$290K
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.58KNew |
$260K - $270K
|
5.58K
$271K
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
5.19KNew |
$242K - $251K
|
5.19K
$252K
|
|
|
Feb 07, 2024
Q4 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
4.96KNew |
$231K - $240K
|
4.96K
$241K
|
|
|
Jan 24, 2024
Q4 2023
|
Narwhal Capital Management
|
BUY
|
- |
3.9K+ 35.49% |
$181K - $188K
|
14.9K
$722K
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
3.48K+ 1.78% |
$162K - $168K
|
199K
$9.65M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.47K+ 1405.67% |
$162K - $168K
|
3.72K
$181K
|
|
|
Jan 16, 2024
Q4 2023
|
Searcy Financial Services Inc
|
BUY
|
- |
3.28K+ 0.82% |
$153K - $158K
|
405K
$19.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
3.24K+ 11.82% |
$151K - $157K
|
30.7K
$1.49M
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
3.17K+ 9.17% |
$148K - $153K
|
37.8K
$1.84M
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
3.12K+ 2.09% |
$145K - $151K
|
153K
$7.41M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
2.83K+ 22.3% |
$132K - $137K
|
15.5K
$754K
|
|
|
Jan 19, 2024
Q4 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
2.79K+ 4.33% |
$130K - $135K
|
67.3K
$3.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.53K+ 9.57% |
$118K - $123K
|
29K
$1.41M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2.49KNew |
$116K - $120K
|
2.49K
$121K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.4K+ 6.21% |
$112K - $116K
|
41.1K
$1.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.17K+ 28.84% |
$101K - $105K
|
9.71K
$472K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.09K+ 8.1% |
$97.3K - $101K
|
27.9K
$1.35M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.04K+ 10.31% |
$94.9K - $98.5K
|
21.8K
$1.06M
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
2.04K+ 7.05% |
$94.9K - $98.5K
|
30.9K
$1.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1.95K+ 2.04% |
$90.6K - $94.1K
|
97.1K
$4.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.84K+ 12.7% |
$85.8K - $89K
|
16.3K
$793K
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.68K+ 3.73% |
$78.1K - $81.1K
|
46.6K
$2.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
1.65K+ 24.79% |
$76.6K - $79.6K
|
8.28K
$402K
|
|
|
Feb 06, 2024
Q4 2023
|
Petix & Botte CO
|
BUY
|
- |
1.64K+ 0.36% |
$76.3K - $79.3K
|
462K
$22.4M
|