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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.07MNew |
$149M - $152M
|
3.07M
$150M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
242KNew |
$11.7M - $12M
|
242K
$11.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
240K+ 801.61% |
$11.6M - $11.9M
|
270K
$13.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
223K+ 204.43% |
$10.8M - $11M
|
332K
$16.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
221K+ 94.95% |
$10.7M - $10.9M
|
454K
$22.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
220K+ 150.84% |
$10.7M - $10.9M
|
365K
$17.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
131KNew |
$6.34M - $6.47M
|
131K
$6.38M
|
|
|
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
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
109K+ 711.03% |
$5.29M - $5.4M
|
125K
$6.07M
|
|
|
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
$3.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
76.4K+ 193.78% |
$3.71M - $3.78M
|
116K
$5.65M
|
|
|
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
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
34.6K+ 25.83% |
$1.68M - $1.71M
|
169K
$8.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
34.2K+ 32.85% |
$1.66M - $1.69M
|
138K
$6.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
29.1K+ 37.6% |
$1.41M - $1.44M
|
107K
$5.19M
|
|
|
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
$2.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
27.8K+ 10.21% |
$1.35M - $1.38M
|
300K
$14.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
25.1K+ 19.68% |
$1.22M - $1.24M
|
152K
$7.43M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
24.5K+ 804.8% |
$1.19M - $1.21M
|
27.5K
$1.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Searcy Financial Services Inc
|
BUY
|
- |
22.1K+ 6.16% |
$1.07M - $1.09M
|
381K
$18.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
20.9K+ 21.07% |
$1.01M - $1.03M
|
120K
$5.85M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
19.6K+ 51.0% |
$948K - $968K
|
57.9K
$2.82M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
17.8K+ 89.74% |
$862K - $880K
|
37.6K
$1.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
17.5K+ 57.12% |
$848K - $866K
|
48.1K
$2.35M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
16.6K+ 4.76% |
$807K - $823K
|
366K
$17.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
16.1KNew |
$782K - $798K
|
16.1K
$786K
|
|
|
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
$2.55M
|
|
|
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
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
11K+ 5.81% |
$533K - $544K
|
200K
$9.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.89K+ 3.64% |
$431K - $440K
|
253K
$12.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
8.85KNew |
$429K - $438K
|
8.85K
$432K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
8.63KNew |
$418K - $427K
|
8.63K
$421K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
8.14K+ 104.33% |
$395K - $403K
|
15.9K
$777K
|
|
|
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
$5.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
7.64K+ 26.64% |
$370K - $378K
|
36.3K
$1.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
7.15K+ 5.82% |
$346K - $354K
|
130K
$6.34M
|