Purchases and Sales Made in Q4 2025 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 2025. 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, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
313K+ 105.15% |
$15.6M - $15.7M
|
610K
$30.5M
|
|
|
Jan 22, 2026
Q4 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
154K+ 109.38% |
$7.64M - $7.7M
|
294K
$14.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
144KNew |
$7.18M - $7.23M
|
144K
$7.2M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
113K+ 2325.85% |
$5.61M - $5.66M
|
118K
$5.88M
|
|
|
Jan 21, 2026
Q4 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
108K+ 30.91% |
$5.39M - $5.43M
|
458K
$22.9M
|
|
|
Jan 20, 2026
Q4 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
80.5K+ 23.66% |
$4.01M - $4.04M
|
421K
$21M
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
62.8K+ 152.41% |
$3.13M - $3.15M
|
104K
$5.2M
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
45.2K+ 264.14% |
$2.25M - $2.27M
|
62.3K
$3.11M
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
41.1K+ 8.4% |
$2.05M - $2.06M
|
531K
$26.5M
|
|
|
Jan 21, 2026
Q4 2025
|
Center For Asset Management LLC
|
BUY
|
- |
31.1KNew |
$1.55M - $1.56M
|
31.1K
$1.55M
|
|
|
Jan 23, 2026
Q4 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
28.9K+ 10.45% |
$1.44M - $1.45M
|
305K
$15.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
27.2K+ 13.88% |
$1.36M - $1.37M
|
223K
$11.2M
|
|
|
Jan 14, 2026
Q4 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
26.6K+ 18.43% |
$1.32M - $1.33M
|
171K
$8.53M
|
|
|
Jan 21, 2026
Q4 2025
|
Pro Core Advisors, LLC
Newport Beach, CA |
BUY
|
- |
21.9KNew |
$1.09M - $1.1M
|
21.9K
$1.09M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
18.6K+ 4.28% |
$925K - $932K
|
453K
$22.6M
|
|
|
Jan 14, 2026
Q4 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
17.5KNew |
$870K - $877K
|
17.5K
$874K
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
17.2KNew |
$857K - $864K
|
17.2K
$860K
|
|
|
Jan 16, 2026
Q4 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
16K+ 47.79% |
$796K - $802K
|
49.4K
$2.47M
|
|
|
Jan 07, 2026
Q4 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
14.2K+ 9.27% |
$708K - $713K
|
168K
$8.37M
|
|
|
Jan 20, 2026
Q4 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
12K+ 86.31% |
$597K - $601K
|
25.9K
$1.29M
|
|
|
Jan 20, 2026
Q4 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
11.9K+ 4.94% |
$592K - $597K
|
253K
$12.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
9.64K+ 7.91% |
$480K - $484K
|
132K
$6.57M
|
|
|
Jan 20, 2026
Q4 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
9.6KNew |
$478K - $482K
|
9.6K
$480K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9.31K+ 9.38% |
$464K - $467K
|
109K
$5.43M
|
|
|
Jan 23, 2026
Q4 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
9.18K+ 228.04% |
$457K - $461K
|
13.2K
$660K
|
|
|
Jan 16, 2026
Q4 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
8.92K+ 3.98% |
$444K - $447K
|
233K
$11.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
BUY
|
- |
8.7K+ 4.63% |
$433K - $436K
|
197K
$9.83M
|
|
|
Jan 22, 2026
Q4 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
7.57K+ 5.5% |
$377K - $380K
|
145K
$7.25M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7.22K+ 214.54% |
$359K - $362K
|
10.6K
$528K
|
|
|
Jan 14, 2026
Q4 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
6.75K+ 22.94% |
$336K - $338K
|
36.1K
$1.81M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
6.14K+ 21.63% |
$306K - $308K
|
34.5K
$1.73M
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
5.83K+ 20.59% |
$290K - $292K
|
34.1K
$1.71M
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
BUY
|
- |
5.17K+ 47.27% |
$258K - $260K
|
16.1K
$805K
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
5.14KNew |
$256K - $258K
|
5.14K
$257K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
5.03KNew |
$251K - $252K
|
5.03K
$251K
|
|
|
Jan 14, 2026
Q4 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
5K+ 3.95% |
$249K - $251K
|
132K
$6.58M
|
|
|
Jan 14, 2026
Q4 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
4.66K+ 1.58% |
$232K - $234K
|
299K
$14.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Tl Private Wealth
|
BUY
|
- |
4.44K+ 1.35% |
$221K - $223K
|
333K
$16.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
3.81K+ 1.76% |
$190K - $191K
|
220K
$11M
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.88K+ 1.43% |
$143K - $144K
|
205K
$10.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
2.87K+ 13.29% |
$143K - $144K
|
24.5K
$1.22M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.23K+ 7.55% |
$111K - $112K
|
31.7K
$1.59M
|
|
|
Jan 23, 2026
Q4 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.87K+ 2.12% |
$93.3K - $94K
|
90.1K
$4.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.75K+ 25.64% |
$87K - $87.7K
|
8.57K
$428K
|
|
|
Jan 07, 2026
Q4 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
BUY
|
- |
1.6K+ 5.13% |
$79.6K - $80.3K
|
32.8K
$1.64M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.38KNew |
$68.5K - $69.1K
|
1.38K
$68.8K
|
|
|
Jan 14, 2026
Q4 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
923+ 1.26% |
$45.9K - $46.3K
|
74.1K
$3.7M
|
|
|
Jan 13, 2026
Q4 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
920+ 6.59% |
$45.8K - $46.1K
|
14.9K
$743K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
837+ 17.07% |
$41.7K - $42K
|
5.74K
$287K
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
766+ 13.96% |
$38.1K - $38.4K
|
6.25K
$312K
|
|