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 |
|---|---|---|---|---|---|---|---|
|
Jun 08, 2022
Q1 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-280- 5.76% |
$13.7K - $14K
|
4.59K
$223K
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-287Closed |
$14K - $14.4K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-288Closed |
$14.1K - $14.4K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
SELL
|
- |
-297- 9.89% |
$14.5K - $14.9K
|
2.71K
$132K
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-300Closed |
$14.7K - $15K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-303- 17.63% |
$14.8K - $15.2K
|
1.42K
$68.9K
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-309- 12.28% |
$15.1K - $15.5K
|
2.21K
$107K
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-349- 87.91% |
$17K - $17.5K
|
48
$2.33K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-364- 91.0% |
$17.8K - $18.2K
|
36
$1.75K
|
|
|
Apr 27, 2022
Q1 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-435- 0.17% |
$21.2K - $21.8K
|
258K
$12.6M
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-473- 26.4% |
$23.1K - $23.7K
|
1.32K
$64.2K
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-494- 21.52% |
$24.1K - $24.7K
|
1.8K
$87.6K
|
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-535- 19.35% |
$26.1K - $26.8K
|
2.23K
$108K
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-544- 99.45% |
$26.6K - $27.2K
|
3
$146
|
|
|
May 05, 2022
Q1 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-666- 2.43% |
$32.5K - $33.3K
|
26.7K
$1.3M
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-672- 9.24% |
$32.8K - $33.6K
|
6.6K
$321K
|
|
|
May 16, 2022
Q1 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-720- 12.2% |
$35.2K - $36K
|
5.18K
$252K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-724- 38.92% |
$35.4K - $36.2K
|
1.14K
$55.3K
|
|
|
Apr 27, 2022
Q1 2022
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-732- 9.23% |
$35.8K - $36.6K
|
7.2K
$350K
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-747- 5.16% |
$36.5K - $37.4K
|
13.7K
$668K
|
|
|
Apr 08, 2022
Q1 2022
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-800- 9.7% |
$39.1K - $40K
|
7.45K
$362K
|
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-802- 15.09% |
$39.2K - $40.1K
|
4.51K
$219K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-803Closed |
$39.2K - $40.2K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-815- 1.0% |
$39.8K - $40.8K
|
80.4K
$3.91M
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-822- 5.72% |
$40.2K - $41.1K
|
13.6K
$659K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-839- 0.11% |
$41K - $42K
|
740K
$36M
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-857- 74.91% |
$41.9K - $42.9K
|
287
$14K
|
|
|
May 16, 2022
Q1 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-880- 5.85% |
$43K - $44K
|
14.2K
$689K
|
|
|
Jan 02, 2024
Q1 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-954- 7.86% |
$46.6K - $47.7K
|
11.2K
$544K
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-967- 13.95% |
$47.2K - $48.4K
|
5.97K
$290K
|
|
|
May 13, 2022
Q1 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-1.04K- 15.54% |
$50.7K - $51.9K
|
5.64K
$274K
|
|
|
May 11, 2022
Q1 2022
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.11K- 19.54% |
$54.2K - $55.5K
|
4.57K
$222K
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.15KClosed |
$56.1K - $57.5K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.17K- 14.25% |
$57.1K - $58.4K
|
7.03K
$342K
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.2K- 9.84% |
$58.6K - $60K
|
11K
$535K
|
|
|
May 16, 2022
Q1 2022
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-1.24K- 6.18% |
$60.6K - $62.1K
|
18.8K
$917K
|
|
|
May 16, 2022
Q1 2022
|
Wealth Effects LLC
|
SELL
|
- |
-1.25K- 1.53% |
$60.8K - $62.3K
|
80.1K
$3.9M
|
|
|
May 06, 2022
Q1 2022
|
Concentrum Wealth Management
|
SELL
|
- |
-1.25K- 3.74% |
$60.9K - $62.3K
|
32.1K
$1.56M
|
|
|
May 16, 2022
Q1 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-1.25K- 8.04% |
$61K - $62.4K
|
14.3K
$694K
|
|
|
May 03, 2022
Q1 2022
|
Platform Technology Partners
|
SELL
|
- |
-1.29K- 11.12% |
$62.9K - $64.4K
|
10.3K
$501K
|
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.29K- 9.91% |
$62.9K - $64.4K
|
11.7K
$569K
|
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-1.31K- 22.65% |
$63.7K - $65.3K
|
4.46K
$217K
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-1.44K- 8.35% |
$70.3K - $72K
|
15.8K
$769K
|
|
|
Apr 18, 2022
Q1 2022
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-1.5K- 14.33% |
$73.3K - $75K
|
8.97K
$436K
|
|
|
May 06, 2022
Q1 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-1.58KClosed |
$77.2K - $79K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-1.68K- 1.99% |
$82K - $84K
|
82.7K
$4.02M
|
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.7K- 10.94% |
$82.9K - $84.9K
|
13.8K
$672K
|
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.7K- 10.95% |
$82.9K - $85K
|
13.8K
$672K
|
|
|
May 17, 2022
Q1 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-1.83K- 11.64% |
$89.2K - $91.3K
|
13.8K
$674K
|
|
|
May 02, 2022
Q1 2022
|
Telos Capital Management, Inc.
|
SELL
|
- |
-1.84K- 29.02% |
$90K - $92.2K
|
4.51K
$219K
|