Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 |
---|---|---|---|---|---|---|---|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
909K+ 5.85% |
$44.4M - $45.5M
|
16.4M
$800M
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
783K+ 5745.77% |
$38.3M - $39.2M
|
797K
$38.8M
|
|
May 13, 2022
Q1 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
595K+ 27.71% |
$29.1M - $29.8M
|
2.74M
$133M
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
494K+ 166.61% |
$24.1M - $24.7M
|
791K
$38.5M
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
368K+ 7810.85% |
$18M - $18.4M
|
373K
$18.1M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
362KNew |
$17.7M - $18.1M
|
362K
$17.6M
|
|
Jul 18, 2022
Q1 2022
|
Retirement Guys Formula LLC
|
BUY
|
- |
330K+ 92.91% |
$16.1M - $16.5M
|
684K
$33.3M
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
298K+ 12.01% |
$14.6M - $14.9M
|
2.78M
$135M
|
|
May 09, 2022
Q1 2022
|
Gw Henssler & Associates LTD
|
BUY
|
- |
267K+ 17.89% |
$13M - $13.4M
|
1.76M
$85.6M
|
|
May 10, 2022
Q1 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
227KNew |
$11.1M - $11.3M
|
227K
$11M
|
|
Apr 26, 2022
Q1 2022
|
Petix & Botte CO
|
BUY
|
- |
222K+ 115.06% |
$10.8M - $11.1M
|
414K
$20.1M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
192K+ 19.61% |
$9.35M - $9.58M
|
1.17M
$56.8M
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
157K+ 1220.64% |
$7.69M - $7.88M
|
170K
$8.29M
|
|
May 13, 2022
Q1 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
154KNew |
$7.5M - $7.69M
|
154K
$7.47M
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
152K+ 13.58% |
$7.41M - $7.59M
|
1.27M
$61.7M
|
|
Apr 13, 2022
Q1 2022
|
Hedeker Wealth, LLC
|
BUY
|
- |
141KNew |
$6.9M - $7.07M
|
141K
$6.87M
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
127K+ 39.95% |
$6.2M - $6.35M
|
445K
$21.6M
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
BUY
|
- |
126KNew |
$6.15M - $6.3M
|
126K
$6.12M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
111K+ 126.11% |
$5.43M - $5.56M
|
199K
$9.69M
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
109K+ 53.33% |
$5.33M - $5.46M
|
314K
$15.3M
|
|
Apr 14, 2022
Q1 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
89.3K+ 35.08% |
$4.36M - $4.47M
|
344K
$16.7M
|
|
Apr 11, 2022
Q1 2022
|
Karp Capital Management Corp
|
BUY
|
- |
89.3K+ 51.75% |
$4.36M - $4.47M
|
262K
$12.7M
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
72.5K+ 130.54% |
$3.54M - $3.63M
|
128K
$6.23M
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
72.3K+ 51.55% |
$3.53M - $3.62M
|
213K
$10.3M
|
|
Apr 26, 2022
Q1 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
61.7K+ 47.27% |
$3.01M - $3.09M
|
192K
$9.35M
|
|
May 16, 2022
Q1 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
55.1K+ 19.95% |
$2.69M - $2.76M
|
331K
$16.1M
|
|
May 11, 2022
Q1 2022
|
Q3 Asset Management
|
BUY
|
- |
54.6KNew |
$2.67M - $2.73M
|
54.6K
$2.66M
|
|
Apr 14, 2022
Q1 2022
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
51.6K+ 18.86% |
$2.52M - $2.58M
|
325K
$15.8M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
51.4K+ 15.82% |
$2.51M - $2.57M
|
376K
$18.3M
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
50.9K+ 36.87% |
$2.49M - $2.55M
|
189K
$9.19M
|
|
Oct 03, 2022
Q1 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
49.8KNew |
$2.43M - $2.49M
|
49.8K
$2.42M
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
38.2KNew |
$1.86M - $1.91M
|
38.2K
$1.86M
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
35.6K+ 44.56% |
$1.74M - $1.78M
|
116K
$5.62M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
31.4K+ 2.2% |
$1.53M - $1.57M
|
1.46M
$70.9M
|
|
May 03, 2022
Q1 2022
|
Triumph Capital Management
|
BUY
|
- |
31.1K+ 67.79% |
$1.52M - $1.56M
|
77K
$3.75M
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
28.6K+ 57.0% |
$1.4M - $1.43M
|
78.9K
$3.84M
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
24.7K+ 38.95% |
$1.21M - $1.24M
|
88.1K
$4.28M
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
24.3KNew |
$1.19M - $1.22M
|
24.3K
$1.18M
|
|
May 03, 2022
Q1 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
23.4K+ 9.59% |
$1.14M - $1.17M
|
268K
$13M
|
|
May 13, 2022
Q1 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
22.4KNew |
$1.09M - $1.12M
|
22.4K
$1.09M
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
22.3K+ 10.33% |
$1.09M - $1.11M
|
238K
$11.6M
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
21.6K+ 15.18% |
$1.06M - $1.08M
|
164K
$7.99M
|
|
May 05, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
20.6K+ 34.39% |
$1M - $1.03M
|
80.3K
$3.91M
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
19.7K+ 30.21% |
$962K - $985K
|
84.9K
$4.13M
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
18.9K+ 120.85% |
$925K - $947K
|
34.6K
$1.68M
|
|
Apr 25, 2022
Q1 2022
|
Prism Advisors, Inc.
|
BUY
|
- |
18.9K+ 7.97% |
$921K - $944K
|
256K
$12.4M
|
|
Apr 25, 2022
Q1 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
17.7KNew |
$864K - $885K
|
17.7K
$861K
|
|
Apr 18, 2022
Q1 2022
|
Marks Wealth, LLC
|
BUY
|
- |
17.3K+ 14.9% |
$846K - $867K
|
134K
$6.5M
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
16.5K+ 39.07% |
$805K - $824K
|
58.6K
$2.85M
|
|
May 06, 2022
Q1 2022
|
Independent Advisor Alliance
|
BUY
|
- |
16K+ 20.64% |
$783K - $801K
|
93.7K
$4.56M
|