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 |
|---|---|---|---|---|---|---|---|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-587- 5.1% |
$27.3K - $28.4K
|
10.9K
$530K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-626- 8.93% |
$29.2K - $30.3K
|
6.39K
$310K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-627- 60.23% |
$29.2K - $30.3K
|
414
$20.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-647- 2.28% |
$30.1K - $31.3K
|
27.8K
$1.35M
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-662- 7.59% |
$30.8K - $32K
|
8.07K
$392K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-723- 7.69% |
$33.7K - $35K
|
8.68K
$421K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-749- 17.77% |
$34.9K - $36.2K
|
3.47K
$168K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-780- 2.14% |
$36.3K - $37.7K
|
35.7K
$1.73M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-807- 93.4% |
$37.6K - $39K
|
57
$2.77K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-857- 4.76% |
$39.9K - $41.4K
|
17.2K
$834K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-882- 4.28% |
$41.1K - $42.7K
|
19.7K
$958K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-886- 3.18% |
$41.3K - $42.8K
|
27K
$1.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-943- 3.7% |
$43.9K - $45.6K
|
24.5K
$1.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-960- 2.85% |
$44.7K - $46.4K
|
32.7K
$1.59M
|
|
|
Feb 08, 2024
Q4 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-961- 0.69% |
$44.8K - $46.5K
|
139K
$6.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-980- 54.87% |
$45.6K - $47.4K
|
806
$39.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-990- 19.15% |
$46.1K - $47.9K
|
4.18K
$203K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-990- 0.43% |
$46.1K - $47.9K
|
231K
$11.2M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-992- 1.88% |
$46.2K - $48K
|
51.7K
$2.51M
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.04K- 8.2% |
$48.4K - $50.3K
|
11.7K
$566K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.05K- 54.34% |
$48.7K - $50.5K
|
878
$42.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.09K- 1.94% |
$50.8K - $52.8K
|
55.3K
$2.68M
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.19K- 18.76% |
$55.3K - $57.5K
|
5.15K
$250K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-1.22K- 91.73% |
$56.8K - $59K
|
110
$5.34K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.31K- 1.03% |
$60.9K - $63.3K
|
126K
$6.12M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.34K- 23.58% |
$62.4K - $64.8K
|
4.34K
$211K
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-1.36K- 3.37% |
$63.2K - $65.6K
|
38.8K
$1.89M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.44K- 21.19% |
$67.1K - $69.6K
|
5.36K
$260K
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-1.6K- 5.93% |
$74.5K - $77.3K
|
25.4K
$1.23M
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.62K- 24.28% |
$75.6K - $78.4K
|
5.06K
$246K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-1.71K- 9.82% |
$79.8K - $82.9K
|
15.7K
$764K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.76K- 12.26% |
$81.9K - $85K
|
12.6K
$611K
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.76K- 3.33% |
$82K - $85.2K
|
51.1K
$2.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.81K- 43.97% |
$84.3K - $87.5K
|
2.31K
$112K
|
|
|
Jan 31, 2024
Q4 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-1.86K- 16.49% |
$86.6K - $89.9K
|
9.42K
$457K
|
|
|
Feb 06, 2024
Q4 2023
|
Concentrum Wealth Management
|
SELL
|
- |
-1.94K- 8.55% |
$90.1K - $93.6K
|
20.7K
$1.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2K- 29.85% |
$93.2K - $96.7K
|
4.7K
$228K
|
|
|
Jan 30, 2024
Q4 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-2.21K- 1.94% |
$103K - $107K
|
111K
$5.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-2.38K- 4.5% |
$111K - $115K
|
50.5K
$2.45M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.44K- 15.2% |
$114K - $118K
|
13.6K
$661K
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-2.47K- 31.98% |
$115K - $119K
|
5.25K
$255K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2.66K- 1.85% |
$124K - $129K
|
141K
$6.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-2.73K- 28.8% |
$127K - $132K
|
6.76K
$328K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-2.75K- 0.9% |
$128K - $133K
|
301K
$14.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-2.75K- 3.51% |
$128K - $133K
|
75.5K
$3.67M
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-2.82K- 17.75% |
$131K - $136K
|
13.1K
$635K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-2.93K- 3.07% |
$136K - $142K
|
92.5K
$4.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
SELL
|
- |
-2.99K- 5.63% |
$139K - $145K
|
50.1K
$2.43M
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-3K- 34.64% |
$140K - $145K
|
5.65K
$274K
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-3.04K- 99.71% |
$142K - $147K
|
9
$437
|