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
|
Essex LLC
|
SELL
|
- |
-42- 0.8% |
$2.04K - $2.08K
|
5.19K
$253K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-43- 0.66% |
$2.08K - $2.13K
|
6.49K
$316K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-50- 0.05% |
$2.42K - $2.47K
|
94.4K
$4.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-93- 1.44% |
$4.51K - $4.6K
|
6.38K
$311K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-102- 1.37% |
$4.94K - $5.05K
|
7.36K
$359K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-149- 2.17% |
$7.22K - $7.37K
|
6.72K
$328K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-160- 1.9% |
$7.76K - $7.92K
|
8.27K
$403K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-160- 2.08% |
$7.76K - $7.92K
|
7.52K
$367K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-179- 0.7% |
$8.68K - $8.86K
|
25.3K
$1.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-203- 3.23% |
$9.84K - $10K
|
6.09K
$297K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-204- 3.9% |
$9.89K - $10.1K
|
5.02K
$245K
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-210- 1.96% |
$10.2K - $10.4K
|
10.5K
$511K
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-261- 4.93% |
$12.7K - $12.9K
|
5.03K
$245K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-288- 5.74% |
$14K - $14.2K
|
4.73K
$231K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-370- 0.31% |
$17.9K - $18.3K
|
119K
$5.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-377- 1.23% |
$18.3K - $18.7K
|
30.3K
$1.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-467- 6.38% |
$22.6K - $23.1K
|
6.85K
$334K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-500- 0.39% |
$24.2K - $24.7K
|
128K
$6.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-512- 56.7% |
$24.8K - $25.3K
|
391
$19.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-513- 6.39% |
$24.9K - $25.4K
|
7.51K
$366K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-529- 2.56% |
$25.6K - $26.2K
|
20.2K
$983K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-561- 8.8% |
$27.2K - $27.8K
|
5.82K
$283K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-603- 0.4% |
$29.2K - $29.8K
|
151K
$7.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-660- 1.56% |
$32K - $32.7K
|
41.7K
$2.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-865- 9.09% |
$41.9K - $42.8K
|
8.65K
$422K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-988- 7.69% |
$47.9K - $48.9K
|
11.9K
$578K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-1.04K- 13.66% |
$50.2K - $51.2K
|
6.54K
$319K
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-1.19K- 11.7% |
$57.4K - $58.6K
|
8.94K
$436K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.19K- 9.81% |
$57.6K - $58.8K
|
10.9K
$533K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-1.28K- 12.34% |
$62.1K - $63.4K
|
9.1K
$443K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-1.43K- 17.51% |
$69.4K - $70.8K
|
6.74K
$329K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.57K- 13.15% |
$76.3K - $77.9K
|
10.4K
$507K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.69K- 21.07% |
$81.9K - $83.6K
|
6.33K
$309K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-1.74K- 9.18% |
$84.3K - $86K
|
17.2K
$838K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1.75K- 10.36% |
$84.9K - $86.6K
|
15.2K
$739K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.81K- 0.37% |
$87.6K - $89.4K
|
487K
$23.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.85K- 15.49% |
$89.6K - $91.5K
|
10.1K
$492K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.89K- 14.94% |
$91.6K - $93.5K
|
10.8K
$524K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.96K- 4.36% |
$95K - $96.9K
|
43K
$2.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.25K- 29.8% |
$109K - $111K
|
5.3K
$258K
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-2.51K- 4.16% |
$121K - $124K
|
57.7K
$2.81M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-2.93K- 25.05% |
$142K - $145K
|
8.77K
$427K
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
SELL
|
- |
-3.28K- 39.54% |
$159K - $162K
|
5.02K
$244K
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-4.02K- 1.74% |
$195K - $199K
|
226K
$11M
|
|
|
Jan 16, 2025
Q4 2024
|
Tl Private Wealth
|
SELL
|
- |
-4.25K- 1.39% |
$206K - $210K
|
301K
$14.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-5.12K- 32.98% |
$248K - $253K
|
10.4K
$507K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-5.83K- 7.57% |
$283K - $289K
|
71.2K
$3.47M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-6.3K- 1.78% |
$305K - $312K
|
347K
$16.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-7.16K- 1.51% |
$347K - $354K
|
465K
$22.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-7.42K- 20.07% |
$360K - $367K
|
29.6K
$1.44M
|