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 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.15K- 5.25% |
$147K - $152K
|
56.8K
$2.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-3.23K- 2.66% |
$150K - $156K
|
118K
$5.72M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-3.39K- 29.81% |
$158K - $164K
|
7.99K
$388K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.72K- 59.74% |
$173K - $180K
|
2.51K
$122K
|
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-3.77K- 37.22% |
$175K - $182K
|
6.35K
$308K
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-3.78K- 3.03% |
$176K - $183K
|
121K
$5.88M
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-3.82K- 6.46% |
$178K - $185K
|
55.3K
$2.69M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-3.89K- 6.93% |
$181K - $188K
|
52.2K
$2.53M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-4.02K- 9.03% |
$187K - $194K
|
40.4K
$1.96M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-4.11K- 29.69% |
$192K - $199K
|
9.74K
$473K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.26K- 14.54% |
$199K - $206K
|
25.1K
$1.22M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.28K- 19.0% |
$199K - $207K
|
18.2K
$885K
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-4.35K- 34.22% |
$203K - $210K
|
8.37K
$406K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.41K- 13.55% |
$205K - $213K
|
28.1K
$1.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.43K- 9.95% |
$206K - $214K
|
40.1K
$1.95M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.44K- 2.66% |
$207K - $215K
|
162K
$7.89M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-4.96K- 47.74% |
$231K - $240K
|
5.43K
$264K
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-5.13K- 6.15% |
$239K - $248K
|
78.4K
$3.81M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-5.21K- 13.17% |
$242K - $252K
|
34.3K
$1.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-5.29K- 4.48% |
$247K - $256K
|
113K
$5.48M
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-5.4K- 1.0% |
$252K - $261K
|
537K
$26.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-5.41K- 29.24% |
$252K - $262K
|
13.1K
$636K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-5.49K- 9.15% |
$256K - $265K
|
54.5K
$2.65M
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-5.57K- 1.39% |
$259K - $269K
|
394K
$19.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-5.71K- 8.8% |
$266K - $276K
|
59.1K
$2.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-6.18K- 8.14% |
$288K - $299K
|
69.7K
$3.39M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-6.33K- 36.69% |
$295K - $306K
|
10.9K
$530K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-6.49KClosed |
$302K - $314K
|
0
$0
|
|
|
Jan 17, 2024
Q4 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-6.52K- 42.52% |
$304K - $315K
|
8.81K
$428K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-7.03K- 31.01% |
$327K - $340K
|
15.6K
$759K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-7.11K- 11.32% |
$331K - $344K
|
55.7K
$2.71M
|
|
|
Jan 11, 2024
Q4 2023
|
626 Financial, LLC
|
SELL
|
- |
-7.43K- 26.17% |
$346K - $359K
|
21K
$1.02M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-7.78K- 28.82% |
$363K - $376K
|
19.2K
$934K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8.31K- 6.92% |
$387K - $402K
|
112K
$5.43M
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-9.04K- 7.32% |
$421K - $437K
|
114K
$5.56M
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-9.5K- 19.19% |
$443K - $460K
|
40K
$1.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-9.7K- 87.38% |
$452K - $469K
|
1.4K
$68K
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-9.98K- 26.47% |
$465K - $482K
|
27.7K
$1.35M
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-10.3K- 1.89% |
$481K - $499K
|
536K
$26M
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-10.9K- 3.82% |
$508K - $528K
|
275K
$13.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
SELL
|
- |
-11.4K- 31.23% |
$532K - $553K
|
25.2K
$1.22M
|
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-11.6K- 3.43% |
$540K - $561K
|
326K
$15.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11.7K- 4.82% |
$547K - $567K
|
232K
$11.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-12.3K- 11.98% |
$574K - $595K
|
90.4K
$4.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-14.3K- 48.87% |
$667K - $693K
|
15K
$728K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-14.5K- 42.49% |
$675K - $701K
|
19.6K
$952K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-14.9K- 65.64% |
$693K - $720K
|
7.79K
$378K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-15.1K- 21.37% |
$704K - $731K
|
55.6K
$2.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-16.2K- 41.18% |
$753K - $781K
|
23.1K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-17.6K- 48.08% |
$822K - $853K
|
19K
$925K
|