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 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
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.61KNew |
$126K - $129K
|
2.61K
$127K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.37K+ 34.13% |
$115K - $117K
|
9.31K
$454K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.27K+ 17.06% |
$110K - $112K
|
15.6K
$759K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
2.2K+ 0.85% |
$107K - $109K
|
261K
$12.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
1.78K+ 5.16% |
$86.5K - $88.3K
|
36.4K
$1.77M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.73K+ 1.94% |
$84K - $85.7K
|
91K
$4.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
1.46K+ 5.79% |
$70.7K - $72.2K
|
26.6K
$1.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.43K+ 2.8% |
$69.2K - $70.6K
|
52.4K
$2.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.35K+ 4.58% |
$65.4K - $66.8K
|
30.8K
$1.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
BUY
|
- |
1.3K+ 10.31% |
$62.9K - $64.2K
|
13.9K
$676K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.1K+ 1.35% |
$53.2K - $54.3K
|
82.5K
$4.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
972New |
$47.1K - $48.1K
|
972
$47.4K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
838+ 2.07% |
$40.6K - $41.5K
|
41.2K
$2.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
797+ 4.26% |
$38.6K - $39.4K
|
19.5K
$951K
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
724+ 4.26% |
$35.1K - $35.8K
|
17.7K
$865K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
686+ 9.51% |
$33.3K - $33.9K
|
7.9K
$385K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
658+ 0.72% |
$31.9K - $32.6K
|
92.1K
$4.49M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
541+ 1.51% |
$26.2K - $26.8K
|
36.5K
$1.78M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
529+ 3.04% |
$25.6K - $26.2K
|
17.9K
$874K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
517+ 2.01% |
$25.1K - $25.6K
|
26.2K
$1.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
515+ 6.23% |
$25K - $25.5K
|
8.78K
$428K
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
BUY
|
- |
485+ 3.1% |
$23.5K - $24K
|
16.1K
$786K
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
471+ 2.91% |
$22.8K - $23.3K
|
16.7K
$813K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
469+ 6.16% |
$22.7K - $23.2K
|
8.09K
$394K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
459+ 20.07% |
$22.3K - $22.7K
|
2.75K
$134K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
444+ 10.81% |
$21.5K - $22K
|
4.55K
$222K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
284New |
$13.8K - $14K
|
284
$13.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
250+ 16.2% |
$12.1K - $12.4K
|
1.79K
$87.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
249+ 2.89% |
$12.1K - $12.3K
|
8.86K
$432K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
228New |
$11.1K - $11.3K
|
228
$11.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
215New |
$10.4K - $10.6K
|
215
$10.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
214New |
$10.4K - $10.6K
|
214
$10.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
187+ 0.3% |
$9.07K - $9.25K
|
62.5K
$3.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
174+ 3.07% |
$8.44K - $8.61K
|
5.84K
$285K
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
117+ 1.04% |
$5.67K - $5.79K
|
11.4K
$555K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
106+ 8.17% |
$5.14K - $5.24K
|
1.4K
$68.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
89+ 8.86% |
$4.31K - $4.4K
|
1.09K
$53.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
84+ 0.01% |
$4.07K - $4.16K
|
705K
$34.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
70+ 2.17% |
$3.39K - $3.46K
|
3.3K
$161K
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
46+ 0.31% |
$2.23K - $2.28K
|
15K
$729K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
43+ 0.21% |
$2.08K - $2.13K
|
20.7K
$1.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
39+ 0.87% |
$1.89K - $1.93K
|
4.52K
$220K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
19+ 0.66% |
$921 - $940
|
2.88K
$140K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
8New |
$388 - $396
|
8
$390
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5New |
$242 - $247
|
5
$244
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 0.45% |
$48.5 - $49.5
|
223
$10.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-22- 1.15% |
$1.07K - $1.09K
|
1.89K
$92K
|