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
|
Raymond James Trust N.A.
|
BUY
|
- |
4.43K+ 32.48% |
$216K - $221K
|
18.1K
$878K
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
4.29K+ 15.33% |
$210K - $215K
|
32.3K
$1.57M
|
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.07K+ 27.93% |
$199K - $204K
|
18.7K
$907K
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.03K+ 17.46% |
$197K - $202K
|
27.1K
$1.32M
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.88K+ 15.39% |
$189K - $194K
|
29.1K
$1.41M
|
|
|
Apr 18, 2022
Q1 2022
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
3.81K+ 3.88% |
$186K - $191K
|
102K
$4.96M
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.26K+ 44.17% |
$159K - $163K
|
10.6K
$517K
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.22K+ 1.4% |
$157K - $161K
|
233K
$11.3M
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
3.1KNew |
$151K - $155K
|
3.1K
$151K
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3.05K+ 75.5% |
$149K - $152K
|
7.09K
$345K
|
|
|
May 16, 2022
Q1 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
3.04K+ 44.44% |
$149K - $152K
|
9.88K
$481K
|
|
|
Apr 19, 2022
Q1 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
2.58K+ 58.57% |
$126K - $129K
|
6.99K
$340K
|
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2.37KNew |
$116K - $118K
|
2.37K
$115K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
2.32K+ 5.45% |
$113K - $116K
|
44.9K
$2.18M
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.19K+ 8.64% |
$107K - $110K
|
27.5K
$1.34M
|
|
|
May 09, 2022
Q1 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
2.14K+ 4.97% |
$104K - $107K
|
45.2K
$2.2M
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.13KNew |
$104K - $106K
|
2.13K
$103K
|
|
|
Apr 22, 2022
Q1 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.12K+ 14.76% |
$103K - $106K
|
16.4K
$800K
|
|
|
May 04, 2022
Q1 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.04K+ 39.52% |
$99.7K - $102K
|
7.21K
$350K
|
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2KNew |
$97.7K - $100K
|
2K
$97.3K
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.96K+ 7.98% |
$95.9K - $98.2K
|
26.6K
$1.29M
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.87K+ 30.61% |
$91.3K - $93.5K
|
7.97K
$388K
|
|
|
Apr 12, 2022
Q1 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
1.85K+ 9.02% |
$90.2K - $92.4K
|
22.3K
$1.09M
|
|
|
Apr 18, 2022
Q1 2022
|
Chiron Capital Management, LLC
|
BUY
|
- |
1.69K+ 6.87% |
$82.3K - $84.3K
|
26.2K
$1.27M
|
|
|
May 03, 2022
Q1 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.66K+ 18.24% |
$81K - $82.9K
|
10.7K
$523K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1.64K+ 32.67% |
$80K - $81.9K
|
6.65K
$323K
|
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
BUY
|
- |
1.57K+ 19.45% |
$76.6K - $78.5K
|
9.63K
$469K
|
|
|
May 05, 2022
Q1 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
1.54K+ 19.36% |
$75.2K - $77K
|
9.5K
$462K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.36K+ 2.91% |
$66.5K - $68.1K
|
48.1K
$2.34M
|
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.25K+ 6.5% |
$61.2K - $62.7K
|
20.5K
$999K
|
|
|
May 10, 2022
Q1 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.24K+ 0.45% |
$60.5K - $61.9K
|
278K
$13.5M
|
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.23K+ 2.47% |
$59.8K - $61.3K
|
50.8K
$2.47M
|
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.08K+ 18.56% |
$53K - $54.2K
|
6.93K
$337K
|
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.07K+ 2.48% |
$52.3K - $53.6K
|
44.2K
$2.15M
|
|
|
Apr 29, 2022
Q1 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.06K+ 10.78% |
$52K - $53.2K
|
10.9K
$532K
|
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
992+ 3.2% |
$48.5K - $49.6K
|
32K
$1.56M
|
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
987+ 412.97% |
$48.2K - $49.4K
|
1.23K
$59.6K
|
|
|
May 10, 2022
Q1 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
980+ 8.01% |
$47.9K - $49K
|
13.2K
$642K
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
974+ 1.39% |
$47.6K - $48.7K
|
71.1K
$3.46M
|
|
|
Apr 25, 2022
Q1 2022
|
First Premier Bank
|
BUY
|
- |
903+ 4.66% |
$44.1K - $45.2K
|
20.3K
$987K
|
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
900+ 11.56% |
$44K - $45K
|
8.69K
$422K
|
|
|
Apr 25, 2022
Q1 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
843+ 0.57% |
$41.2K - $42.2K
|
150K
$7.28M
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
779+ 0.96% |
$38.1K - $39K
|
82.2K
$4M
|
|
|
Nov 17, 2023
Q1 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
621+ 6.52% |
$30.3K - $31.1K
|
10.1K
$493K
|
|
|
Apr 26, 2022
Q1 2022
|
Avestar Capital, LLC
|
BUY
|
- |
549+ 7.79% |
$26.8K - $27.5K
|
7.59K
$369K
|
|
|
Apr 04, 2022
Q1 2022
|
M&R Capital Management Inc
|
BUY
|
- |
500New |
$24.4K - $25K
|
500
$24.3K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
453+ 4.45% |
$22.1K - $22.7K
|
10.6K
$517K
|
|
|
May 09, 2022
Q1 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
451+ 49.18% |
$22K - $22.6K
|
1.37K
$66.5K
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
444New |
$21.7K - $22.2K
|
444
$21.6K
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
440+ 1.62% |
$21.5K - $22K
|
27.6K
$1.34M
|