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
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-8.62K- 97.18% |
$418K - $426K
|
250
$12.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.65K- 4.02% |
$419K - $428K
|
207K
$10.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-10.5K- 2.48% |
$511K - $521K
|
414K
$20.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-10.8K- 56.77% |
$523K - $534K
|
8.22K
$401K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-12.5K- 27.76% |
$606K - $618K
|
32.5K
$1.58M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13.4K- 9.99% |
$652K - $665K
|
121K
$5.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-15.7K- 5.85% |
$763K - $778K
|
253K
$12.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-16.7K- 10.06% |
$810K - $827K
|
149K
$7.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-17.3K- 99.9% |
$836K - $854K
|
17
$829
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-21.7K- 37.95% |
$1.05M - $1.07M
|
35.5K
$1.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-26.6K- 10.43% |
$1.29M - $1.32M
|
229K
$11.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-37.9K- 71.24% |
$1.84M - $1.87M
|
15.3K
$745K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-41.4K- 9.39% |
$2.01M - $2.05M
|
399K
$19.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-46.4K- 42.14% |
$2.25M - $2.29M
|
63.7K
$3.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-47.6K- 6.32% |
$2.31M - $2.35M
|
705K
$34.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-87.4K- 60.36% |
$4.24M - $4.32M
|
57.4K
$2.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-112K- 24.42% |
$5.43M - $5.54M
|
346K
$16.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-130K- 36.22% |
$6.29M - $6.42M
|
229K
$11.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-190K- 43.01% |
$9.23M - $9.41M
|
252K
$12.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-721K- 99.27% |
$35M - $35.7M
|
5.33K
$260K
|