Purchases and Sales Made in Q4 2024 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 2024. 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 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
242KNew |
$11.7M - $12M
|
242K
$11.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
221K+ 94.95% |
$10.7M - $10.9M
|
454K
$22.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
130KNew |
$6.3M - $6.43M
|
130K
$6.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
126KNew |
$6.09M - $6.21M
|
126K
$6.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
115KNew |
$5.58M - $5.7M
|
115K
$5.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
97.3KNew |
$4.72M - $4.81M
|
97.3K
$4.74M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
91.5KNew |
$4.44M - $4.53M
|
91.5K
$4.46M
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
77.2KNew |
$3.74M - $3.82M
|
77.2K
$3.76M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
45.1K+ 815.04% |
$2.19M - $2.23M
|
50.7K
$2.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
44.2K+ 17.3% |
$2.14M - $2.18M
|
300K
$14.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
41.4K+ 18.12% |
$2.01M - $2.05M
|
270K
$13.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
39K+ 22.48% |
$1.89M - $1.93M
|
213K
$10.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
29.1K+ 11.68% |
$1.41M - $1.44M
|
278K
$13.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
28.2K+ 97.71% |
$1.37M - $1.4M
|
57.1K
$2.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
27.8K+ 10.21% |
$1.35M - $1.38M
|
300K
$14.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Searcy Financial Services Inc
|
BUY
|
- |
22.1K+ 6.16% |
$1.07M - $1.09M
|
381K
$18.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
20.9K+ 21.07% |
$1.01M - $1.03M
|
120K
$5.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
17.5K+ 57.12% |
$848K - $866K
|
48.1K
$2.35M
|
|
|
Jan 10, 2025
Q4 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
15.6K+ 7.96% |
$754K - $769K
|
211K
$10.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
13.8K+ 146.51% |
$668K - $682K
|
23.2K
$1.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
13.5KNew |
$655K - $669K
|
13.5K
$659K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
12.6K+ 36.13% |
$610K - $623K
|
47.4K
$2.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
12.5K+ 31.47% |
$606K - $618K
|
52.2K
$2.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
12.4K+ 35.45% |
$599K - $611K
|
47.2K
$2.3M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11.9KNew |
$575K - $587K
|
11.9K
$578K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.89K+ 3.64% |
$431K - $440K
|
253K
$12.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.96K+ 8.43% |
$386K - $394K
|
102K
$4.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
7.75K+ 7.32% |
$376K - $384K
|
114K
$5.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
7.15K+ 5.82% |
$346K - $354K
|
130K
$6.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.43K+ 69.81% |
$312K - $318K
|
15.6K
$762K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
6.16K+ 3.16% |
$299K - $305K
|
201K
$9.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
6.1KNew |
$296K - $302K
|
6.1K
$297K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.04K+ 26.4% |
$293K - $299K
|
28.9K
$1.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
5.79K+ 4.28% |
$281K - $286K
|
141K
$6.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
5.66K+ 98.93% |
$274K - $280K
|
11.4K
$555K
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
5.66K+ 2.02% |
$274K - $280K
|
285K
$13.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
5.6K+ 13.36% |
$272K - $277K
|
47.5K
$2.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
5.15K+ 2.33% |
$250K - $255K
|
226K
$11M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
5.07KNew |
$246K - $251K
|
5.07K
$247K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
5.01K+ 9.64% |
$243K - $248K
|
56.9K
$2.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
4.62KNew |
$224K - $228K
|
4.62K
$225K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
4.11K+ 11.13% |
$199K - $203K
|
41K
$2M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.88K+ 26.16% |
$188K - $192K
|
18.7K
$911K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
3.78K+ 4.7% |
$183K - $187K
|
84.3K
$4.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
3.74K+ 88.17% |
$181K - $185K
|
7.97K
$389K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
3.71K+ 2.68% |
$180K - $184K
|
142K
$6.94M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3.69K+ 8.85% |
$179K - $182K
|
45.4K
$2.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
3.44K+ 2.57% |
$167K - $170K
|
137K
$6.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.89K+ 6.05% |
$140K - $143K
|
50.6K
$2.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.71K+ 19.85% |
$131K - $134K
|
16.4K
$797K
|