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 |
---|---|---|---|---|---|---|---|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
20New |
$932 - $967
|
20
$971
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
15+ 0.06% |
$699 - $725
|
24.1K
$1.17M
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
4+ 0.01% |
$186 - $193
|
26.8K
$1.3M
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
3+ 1.36% |
$140 - $145
|
224
$10.9K
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
2+ 0.94% |
$93.2 - $96.7
|
215
$10.4K
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
2New |
$93.2 - $96.7
|
2
$97.1
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$46.6 - $48.4
|
1
$48.6
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1- 0.02% |
$46.6 - $48.4
|
5.05K
$245K
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-3- 4.62% |
$140 - $145
|
62
$3.01K
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-18- 58.06% |
$838 - $870
|
13
$631
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-20- 1.35% |
$932 - $967
|
1.46K
$70.8K
|
|
Jan 17, 2024
Q4 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-21- 0.25% |
$978 - $1.02K
|
8.54K
$415K
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-34- 0.4% |
$1.58K - $1.64K
|
8.45K
$410K
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-41- 0.85% |
$1.91K - $1.98K
|
4.8K
$233K
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-53- 3.54% |
$2.47K - $2.56K
|
1.44K
$70.1K
|
|
Jul 10, 2024
Q4 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-76- 1.75% |
$3.54K - $3.68K
|
4.27K
$207K
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-92- 1.35% |
$4.29K - $4.45K
|
6.71K
$326K
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-92- 0.85% |
$4.29K - $4.45K
|
10.7K
$519K
|
|
Feb 07, 2024
Q4 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-96- 0.88% |
$4.47K - $4.64K
|
10.8K
$523K
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-118- 9.7% |
$5.5K - $5.71K
|
1.1K
$53.4K
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-124- 0.51% |
$5.78K - $6K
|
24.3K
$1.18M
|
|
Feb 13, 2024
Q4 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-127- 2.43% |
$5.92K - $6.14K
|
5.09K
$247K
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-132Closed |
$6.15K - $6.38K
|
0
$0
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-148- 3.25% |
$6.89K - $7.16K
|
4.41K
$214K
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-178- 3.17% |
$8.29K - $8.61K
|
5.44K
$264K
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-179- 2.54% |
$8.34K - $8.66K
|
6.87K
$334K
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-181- 1.03% |
$8.43K - $8.75K
|
17.4K
$847K
|
|
Jan 29, 2024
Q4 2023
|
Moneywise, Inc.
|
SELL
|
- |
-208- 0.78% |
$9.69K - $10.1K
|
26.5K
$1.29M
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-210- 16.22% |
$9.78K - $10.2K
|
1.09K
$52.7K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-211- 4.48% |
$9.83K - $10.2K
|
4.5K
$219K
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-218- 26.42% |
$10.2K - $10.5K
|
607
$29.5K
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-220- 3.36% |
$10.2K - $10.6K
|
6.33K
$307K
|
|
Jan 25, 2024
Q4 2023
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-234- 0.26% |
$10.9K - $11.3K
|
88.9K
$4.32M
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-258- 1.55% |
$12K - $12.5K
|
16.4K
$794K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-277- 2.02% |
$12.9K - $13.4K
|
13.4K
$651K
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-290- 0.63% |
$13.5K - $14K
|
45.4K
$2.21M
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
SELL
|
- |
-315- 5.48% |
$14.7K - $15.2K
|
5.43K
$264K
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-334- 3.07% |
$15.6K - $16.2K
|
10.5K
$512K
|
|
Jan 23, 2024
Q4 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-380- 2.16% |
$17.7K - $18.4K
|
17.2K
$836K
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-397- 6.07% |
$18.5K - $19.2K
|
6.15K
$299K
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-400- 17.39% |
$18.6K - $19.3K
|
1.9K
$92.3K
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-408- 0.38% |
$19K - $19.7K
|
107K
$5.2M
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-450- 15.34% |
$21K - $21.8K
|
2.48K
$121K
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-458- 2.49% |
$21.3K - $22.1K
|
17.9K
$870K
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-521- 6.73% |
$24.3K - $25.2K
|
7.22K
$351K
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-524- 1.78% |
$24.4K - $25.3K
|
29K
$1.41M
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-527- 1.94% |
$24.5K - $25.5K
|
26.6K
$1.29M
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-537- 1.64% |
$25K - $26K
|
32.1K
$1.56M
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-543- 10.12% |
$25.3K - $26.3K
|
4.82K
$234K
|