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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16K+ 26.56% |
$781K - $800K
|
76.2K
$3.71M
|
|
|
May 16, 2022
Q1 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
15.3KNew |
$747K - $765K
|
15.3K
$745K
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15KNew |
$731K - $749K
|
15K
$729K
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
14.2K+ 2.09% |
$695K - $712K
|
697K
$33.9M
|
|
|
May 25, 2022
Q1 2022
|
L.M. Kohn & Company
|
BUY
|
- |
14.2KNew |
$695K - $711K
|
14.2K
$693K
|
|
|
Apr 21, 2022
Q1 2022
|
Ellsworth Advisors, LLC
|
BUY
|
- |
13.9KNew |
$679K - $695K
|
13.9K
$677K
|
|
|
May 20, 2022
Q1 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
13.6KNew |
$664K - $680K
|
13.6K
$662K
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
13.1K+ 11.38% |
$642K - $657K
|
129K
$6.26M
|
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
12.9KNew |
$629K - $645K
|
12.9K
$628K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12.4K+ 131.61% |
$604K - $619K
|
21.8K
$1.06M
|
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
12.2K+ 32.08% |
$595K - $609K
|
50.1K
$2.44M
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
11.9K+ 137.74% |
$579K - $593K
|
20.5K
$997K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11.1K+ 12.68% |
$543K - $556K
|
98.7K
$4.81M
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
11KNew |
$539K - $552K
|
11K
$537K
|
|
|
Jan 19, 2024
Q1 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
10.9K+ 52.78% |
$533K - $545K
|
31.6K
$1.54M
|
|
|
May 13, 2022
Q1 2022
|
Rmr Wealth Builders
|
BUY
|
- |
10.6K+ 9.23% |
$518K - $531K
|
125K
$6.11M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
10.3K+ 2.77% |
$505K - $518K
|
384K
$18.7M
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
10.2KNew |
$499K - $511K
|
10.2K
$497K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
10.2K+ 158.83% |
$496K - $508K
|
16.6K
$806K
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
10K+ 12.04% |
$489K - $501K
|
93.1K
$4.53M
|
|
|
May 12, 2022
Q1 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
9.72K+ 1.04% |
$475K - $486K
|
945K
$46M
|
|
|
Apr 18, 2022
Q1 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
9.18K+ 17.57% |
$448K - $459K
|
61.4K
$2.99M
|
|
|
May 13, 2022
Q1 2022
|
E Rn Financial, LLC
|
BUY
|
- |
8.98K+ 3.82% |
$438K - $449K
|
244K
$11.9M
|
|
|
May 10, 2022
Q1 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
8.86KNew |
$433K - $443K
|
8.86K
$431K
|
|
|
Apr 18, 2022
Q1 2022
|
Tl Private Wealth
|
BUY
|
- |
8.31K+ 2.26% |
$406K - $416K
|
376K
$18.3M
|
|
|
Apr 26, 2022
Q1 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.88K+ 129.77% |
$385K - $394K
|
14K
$680K
|
|
|
May 27, 2022
Q1 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
7.87K+ 3.93% |
$384K - $394K
|
208K
$10.1M
|
|
|
May 12, 2022
Q1 2022
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
7.64K+ 6.81% |
$373K - $382K
|
120K
$5.84M
|
|
|
May 13, 2022
Q1 2022
|
Holistic Financial Partners
|
BUY
|
- |
7.46KNew |
$364K - $373K
|
7.46K
$363K
|
|
|
May 16, 2022
Q1 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
7.44K+ 106.48% |
$363K - $372K
|
14.4K
$703K
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
7.01K+ 136.32% |
$342K - $351K
|
12.2K
$592K
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.97K+ 59.83% |
$341K - $349K
|
18.6K
$907K
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.97K+ 59.83% |
$341K - $349K
|
18.6K
$907K
|
|
|
Apr 27, 2022
Q1 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
6.58KNew |
$321K - $329K
|
6.58K
$320K
|
|
|
Apr 28, 2022
Q1 2022
|
Friedenthal Financial
|
BUY
|
- |
6.55KNew |
$320K - $328K
|
6.55K
$319K
|
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
BUY
|
- |
5.97K+ 16.0% |
$291K - $298K
|
43.2K
$2.11M
|
|
|
May 16, 2022
Q1 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
5.86K+ 6.9% |
$286K - $293K
|
90.8K
$4.42M
|
|
|
Jul 19, 2022
Q1 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
5.75KNew |
$281K - $288K
|
5.75K
$280K
|
|
|
May 10, 2022
Q1 2022
|
Keystone Financial Services
|
BUY
|
- |
5.54KNew |
$271K - $277K
|
5.54K
$270K
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.37KNew |
$263K - $269K
|
5.37K
$262K
|
|
|
Nov 30, 2023
Q1 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
5.21K+ 2.41% |
$254K - $261K
|
221K
$10.8M
|
|
|
Aug 15, 2022
Q1 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
5.18KNew |
$253K - $259K
|
5.18K
$252K
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
4.93KNew |
$241K - $246K
|
4.93K
$240K
|
|
|
Apr 20, 2022
Q1 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
4.9KNew |
$239K - $245K
|
4.9K
$239K
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
4.86K+ 7.94% |
$237K - $243K
|
66.1K
$3.22M
|
|
|
May 11, 2022
Q1 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4.86K+ 3.56% |
$237K - $243K
|
141K
$6.89M
|
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
4.79K+ 3.18% |
$234K - $240K
|
156K
$7.58M
|
|
|
Apr 12, 2022
Q1 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
4.79KNew |
$234K - $239K
|
4.79K
$233K
|
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
4.7KNew |
$230K - $235K
|
4.7K
$229K
|
|
|
May 10, 2022
Q1 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
4.52K+ 1.99% |
$221K - $226K
|
232K
$11.3M
|