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 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.45K+ 8.19% |
$67.4K - $70K
|
19.1K
$929K
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.35K+ 23.36% |
$62.7K - $65.1K
|
7.11K
$345K
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.33KNew |
$62K - $64.3K
|
1.33K
$64.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.25K+ 9.54% |
$58.3K - $60.5K
|
14.4K
$698K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
1.22K+ 1.08% |
$56.7K - $58.9K
|
114K
$5.54M
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.21K+ 6.06% |
$56.4K - $58.5K
|
21.2K
$1.03M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
1.21K+ 0.77% |
$56.1K - $58.3K
|
158K
$7.67M
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
874+ 1.76% |
$40.7K - $42.3K
|
50.4K
$2.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
763+ 0.48% |
$35.5K - $36.9K
|
160K
$7.79M
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
733+ 0.96% |
$34.1K - $35.4K
|
77K
$3.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
693+ 1.58% |
$32.3K - $33.5K
|
44.5K
$2.16M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
683+ 1.78% |
$31.8K - $33K
|
39K
$1.89M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
679+ 17.06% |
$31.6K - $32.8K
|
4.66K
$226K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
665+ 2.59% |
$31K - $32.2K
|
26.4K
$1.28M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
652+ 5.99% |
$30.4K - $31.5K
|
11.5K
$561K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
612+ 1.63% |
$28.5K - $29.6K
|
38.2K
$1.86M
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
573New |
$26.7K - $27.7K
|
573
$27.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
549+ 3.71% |
$25.6K - $26.5K
|
15.3K
$745K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
528+ 3.52% |
$24.6K - $25.5K
|
15.5K
$755K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
445+ 26.02% |
$20.7K - $21.5K
|
2.16K
$105K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
438+ 0.17% |
$20.4K - $21.2K
|
254K
$12.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
BUY
|
- |
404+ 2.19% |
$18.8K - $19.5K
|
18.9K
$917K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
402+ 20100.0% |
$18.7K - $19.4K
|
404
$19.6K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
379New |
$17.7K - $18.3K
|
379
$18.4K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
334+ 7.7% |
$15.6K - $16.2K
|
4.67K
$227K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
323New |
$15K - $15.6K
|
323
$15.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
293+ 4.07% |
$13.6K - $14.2K
|
7.5K
$364K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
260New |
$12.1K - $12.6K
|
260
$12.6K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
259+ 1.75% |
$12.1K - $12.5K
|
15K
$730K
|
|
|
Feb 09, 2024
Q4 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
238+ 1.27% |
$11.1K - $11.5K
|
18.9K
$920K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
233+ 1.2% |
$10.9K - $11.3K
|
19.6K
$953K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
231+ 1.14% |
$10.8K - $11.2K
|
20.5K
$997K
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
211+ 0.56% |
$9.83K - $10.2K
|
37.8K
$1.83M
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
174+ 0.81% |
$8.1K - $8.41K
|
21.7K
$1.05M
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
171+ 2.01% |
$7.97K - $8.27K
|
8.67K
$421K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
161New |
$7.5K - $7.79K
|
161
$7.82K
|
|
|
Jan 17, 2024
Q4 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
121+ 1.11% |
$5.64K - $5.85K
|
11K
$533K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
106+ 1.18% |
$4.94K - $5.13K
|
9.06K
$440K
|
|
|
Feb 12, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
98+ 1.85% |
$4.56K - $4.74K
|
5.4K
$262K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
80+ 0.68% |
$3.73K - $3.87K
|
11.9K
$579K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
72+ 1.52% |
$3.35K - $3.48K
|
4.82K
$234K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
71+ 1.13% |
$3.31K - $3.43K
|
6.38K
$310K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
61+ 1.28% |
$2.84K - $2.95K
|
4.84K
$235K
|
|
|
Feb 12, 2024
Q4 2023
|
Holistic Financial Partners
|
BUY
|
- |
59+ 0.38% |
$2.75K - $2.85K
|
15.7K
$763K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
55+ 2750.0% |
$2.56K - $2.66K
|
57
$2.77K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
41New |
$1.91K - $1.98K
|
41
$1.99K
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
41+ 0.19% |
$1.91K - $1.98K
|
21.8K
$1.06M
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
23+ 0.47% |
$1.07K - $1.11K
|
4.88K
$237K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
21New |
$978 - $1.02K
|
21
$1.02K
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
21+ 0.23% |
$978 - $1.02K
|
9.18K
$446K
|