Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
929K+ 12.17% |
$44.5M - $46.1M
|
8.56M
$415M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
720K+ 11312.4% |
$34.5M - $35.7M
|
726K
$35.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
655KNew |
$31.4M - $32.5M
|
655K
$31.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
435K+ 11.99% |
$20.9M - $21.6M
|
4.06M
$197M
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
426K+ 2695.4% |
$20.4M - $21.1M
|
441K
$21.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
289K+ 2.42% |
$13.8M - $14.3M
|
12.2M
$593M
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
221KNew |
$10.6M - $10.9M
|
221K
$10.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
206K+ 87.39% |
$9.89M - $10.2M
|
442K
$21.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
200K+ 449.26% |
$9.57M - $9.9M
|
244K
$11.8M
|
|
|
Oct 04, 2024
Q3 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
195KNew |
$9.37M - $9.7M
|
195K
$9.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
195K+ 7.83% |
$9.36M - $9.69M
|
2.69M
$130M
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
152K+ 922.82% |
$7.3M - $7.55M
|
169K
$8.18M
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
149K+ 53.91% |
$7.13M - $7.38M
|
425K
$20.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
146K+ 140.98% |
$6.98M - $7.22M
|
249K
$12.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
140K+ 64.37% |
$6.73M - $6.96M
|
358K
$17.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
127K+ 1936.48% |
$6.1M - $6.31M
|
134K
$6.49M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
111K+ 32.26% |
$5.34M - $5.53M
|
457K
$22.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
99.2KNew |
$4.75M - $4.92M
|
99.2K
$4.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
90.7K+ 38.93% |
$4.35M - $4.5M
|
324K
$15.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
88.2K+ 155.71% |
$4.23M - $4.38M
|
145K
$7.02M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
77.1KNew |
$3.7M - $3.82M
|
77.1K
$3.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
75.1K+ 24.41% |
$3.6M - $3.73M
|
383K
$18.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
68KNew |
$3.26M - $3.37M
|
68K
$3.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
65.3K+ 34.37% |
$3.13M - $3.24M
|
255K
$12.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
64.8K+ 1308.92% |
$3.11M - $3.22M
|
69.8K
$3.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
63.5K+ 1.36% |
$3.05M - $3.15M
|
4.72M
$229M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
62.1K+ 132.49% |
$2.98M - $3.08M
|
109K
$5.29M
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
54.1K+ 25.18% |
$2.59M - $2.68M
|
269K
$13M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
53.1K+ 24.21% |
$2.54M - $2.63M
|
272K
$13.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
52.9KNew |
$2.54M - $2.62M
|
52.9K
$2.56M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
49.9K+ 18.63% |
$2.39M - $2.48M
|
318K
$15.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
48.9K+ 6.95% |
$2.35M - $2.43M
|
753K
$36.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
47.6K+ 2228.26% |
$2.28M - $2.36M
|
49.8K
$2.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
47.1K+ 54.12% |
$2.26M - $2.34M
|
134K
$6.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
46K+ 6.02% |
$2.2M - $2.28M
|
810K
$39.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
45.6K+ 11.56% |
$2.19M - $2.26M
|
440K
$21.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
44.5K+ 4.73% |
$2.13M - $2.21M
|
985K
$47.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
43.8K+ 21.06% |
$2.1M - $2.17M
|
252K
$12.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
39.6K+ 56.2% |
$1.9M - $1.96M
|
110K
$5.34M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
34.8K+ 81.73% |
$1.67M - $1.73M
|
77.4K
$3.75M
|
|
|
Oct 22, 2024
Q3 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
34.4K+ 48.04% |
$1.65M - $1.71M
|
106K
$5.14M
|
|
|
Oct 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
30.9K+ 18.86% |
$1.48M - $1.54M
|
195K
$9.45M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
26.9K+ 16.58% |
$1.29M - $1.33M
|
189K
$9.17M
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
26.8KNew |
$1.28M - $1.33M
|
26.8K
$1.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
25.8K+ 185.27% |
$1.24M - $1.28M
|
39.7K
$1.93M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
25.7KNew |
$1.23M - $1.28M
|
25.7K
$1.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
25.7KNew |
$1.23M - $1.27M
|
25.7K
$1.25M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
25K+ 10.85% |
$1.2M - $1.24M
|
255K
$12.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
24.9K+ 1.86% |
$1.19M - $1.23M
|
1.36M
$66M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
24.2K+ 99.53% |
$1.16M - $1.2M
|
48.5K
$2.35M
|