Purchases and Sales Made in Q4 2023 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 2023. 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 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.26MNew |
$58.6M - $60.8M
|
1.26M
$61M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
621K+ 35.67% |
$28.9M - $30M
|
2.36M
$114M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
512KNew |
$23.9M - $24.8M
|
512K
$24.8M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
331K+ 2.77% |
$15.4M - $16M
|
12.3M
$595M
|
|
|
Jan 18, 2024
Q4 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
231K+ 68.4% |
$10.8M - $11.2M
|
568K
$27.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
207K+ 11.01% |
$9.64M - $10M
|
2.09M
$101M
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
BUY
|
- |
198K+ 248.31% |
$9.23M - $9.58M
|
278K
$13.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
136KNew |
$6.32M - $6.57M
|
136K
$6.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
114KNew |
$5.3M - $5.5M
|
114K
$5.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
111K+ 58.32% |
$5.19M - $5.39M
|
303K
$14.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
104K+ 125.89% |
$4.86M - $5.05M
|
187K
$9.08M
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
85.4K+ 46.96% |
$3.98M - $4.13M
|
267K
$13M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
81.1K+ 1449.89% |
$3.78M - $3.92M
|
86.7K
$4.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
80.9K+ 29.25% |
$3.77M - $3.91M
|
357K
$17.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
80.4K+ 60.22% |
$3.75M - $3.89M
|
214K
$10.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
76.2K+ 22.76% |
$3.55M - $3.68M
|
411K
$19.9M
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
70.2KNew |
$3.27M - $3.4M
|
70.2K
$3.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
62.2KNew |
$2.9M - $3.01M
|
62.2K
$3.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
58.8KNew |
$2.74M - $2.84M
|
58.8K
$2.85M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
58.7K+ 17.82% |
$2.73M - $2.84M
|
388K
$18.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
55.9K+ 38.22% |
$2.6M - $2.7M
|
202K
$9.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
55.2K+ 64.29% |
$2.57M - $2.67M
|
141K
$6.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
50.4K+ 2427.59% |
$2.35M - $2.44M
|
52.5K
$2.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
50.3KNew |
$2.35M - $2.43M
|
50.3K
$2.44M
|
|
|
Jan 24, 2024
Q4 2023
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
48.8K+ 26.18% |
$2.28M - $2.36M
|
235K
$11.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
47.1K+ 115.27% |
$2.19M - $2.28M
|
88K
$4.26M
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
45.8KNew |
$2.13M - $2.21M
|
45.8K
$2.22M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
44.4K+ 17.5% |
$2.07M - $2.15M
|
298K
$14.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
43.9KNew |
$2.05M - $2.12M
|
43.9K
$2.13M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
41.9K+ 39.87% |
$1.95M - $2.02M
|
147K
$7.12M
|
|
|
Mar 15, 2024
Q4 2023
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
41.7KNew |
$1.94M - $2.02M
|
41.7K
$2.02M
|
|
|
Jan 31, 2024
Q4 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
36.6K+ 174.26% |
$1.71M - $1.77M
|
57.6K
$2.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
36.3KNew |
$1.69M - $1.75M
|
36.3K
$1.76M
|
|
|
Jan 11, 2024
Q4 2023
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
36KNew |
$1.68M - $1.74M
|
36K
$1.75M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
35.8K+ 52.83% |
$1.67M - $1.73M
|
104K
$5.02M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
31.9K+ 19.47% |
$1.49M - $1.54M
|
196K
$9.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
31.6KNew |
$1.47M - $1.53M
|
31.6K
$1.53M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
31KNew |
$1.44M - $1.5M
|
31K
$1.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
29.6K+ 23.6% |
$1.38M - $1.43M
|
155K
$7.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
29.4KNew |
$1.37M - $1.42M
|
29.4K
$1.43M
|
|
|
Feb 05, 2024
Q4 2023
|
Win Advisors, Inc
|
BUY
|
- |
28.8KNew |
$1.34M - $1.39M
|
28.8K
$1.4M
|
|
|
Aug 14, 2024
Q4 2023
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
25.9KNew |
$1.2M - $1.25M
|
25.9K
$1.25M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
24.2KNew |
$1.13M - $1.17M
|
24.2K
$1.18M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
23.5K+ 13.2% |
$1.09M - $1.14M
|
201K
$9.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
21.8K+ 3.54% |
$1.02M - $1.06M
|
638K
$30.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
21.5K+ 55.57% |
$1M - $1.04M
|
60.3K
$2.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
21.2KNew |
$989K - $1.03M
|
21.2K
$1.03M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
21.2K+ 422.81% |
$987K - $1.02M
|
26.2K
$1.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
18.3KNew |
$850K - $883K
|
18.3K
$885K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
18K+ 31.57% |
$837K - $869K
|
74.9K
$3.63M
|