Purchases and Sales Made in Q1 2023 in First Tr ETF Fd Iv First Tr Lo (LMBS)

LMBS Quotes by TradingView

This table provides information about the institutional ownership of First Tr ETF Fd Iv First Tr Lo (LMBS) during Q1 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
Apr 05, 2023 Q1 2023
Weitzel Financial Services, Inc.

BUY
 -
17.1K
+ 6.56%
$812K - $827K
279K $13.6M
Aug 22, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
15.8K
+ 11.89%
$746K - $760K
148K $7.22M
May 15, 2023 Q1 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
14.6K
New
$690K - $703K
14.6K $710K
May 15, 2023 Q1 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
14.3K
New
$675K - $687K
14.3K $694K
Apr 18, 2023 Q1 2023
Park Avenue Securities LLC

BUY
 -
14.1K
+ 214.26%
$669K - $682K
20.7K $1.01M
Aug 15, 2023 Q1 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
13.7K
+ 7.57%
$649K - $661K
195K $9.49M
Apr 12, 2023 Q1 2023
Lion Street Advisors, LLC

BUY
 -
12.9K
New
$611K - $622K
12.9K $629K
Apr 14, 2023 Q1 2023
Signal Point Asset Management, LLC

BUY
 -
12.8K
+ 22.25%
$607K - $618K
70.5K $3.43M
Apr 27, 2023 Q1 2023
Mainsail Financial Group, LLC

Bellevue, WA
BUY
 -
12.8K
+ 27.58%
$604K - $615K
59K $2.87M
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
11.8K
+ 1.05%
$559K - $569K
1.13M $55.2M
May 15, 2023 Q1 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
11.2K
+ 0.85%
$530K - $540K
1.33M $64.9M
Apr 25, 2023 Q1 2023
Advisor Resource Council

BUY
 -
10.9K
New
$516K - $525K
10.9K $531K
Apr 14, 2023 Q1 2023
O'Connor Financial Group LLC

Quincy, IL
BUY
 -
10.4K
New
$492K - $501K
10.4K $506K
May 16, 2023 Q1 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
10.3K
+ 2.2%
$486K - $495K
476K $23.2M
May 02, 2023 Q1 2023
Arkadios Wealth Advisors

BUY
 -
10K
+ 16.54%
$475K - $484K
70.7K $3.44M
Apr 11, 2023 Q1 2023
Lex Aurum Advisors, LLC

BUY
 -
9.79K
+ 10.09%
$463K - $472K
107K $5.2M
Apr 13, 2023 Q1 2023
Kmg Fiduciary Partners, LLC

BUY
 -
9.57K
+ 91.94%
$453K - $461K
20K $973K
May 01, 2023 Q1 2023
Truadvice, LLC

Sarasota, FL
BUY
 -
9.52K
New
$451K - $459K
9.52K $464K
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

BUY
 -
9.16K
+ 96.23%
$434K - $442K
18.7K $910K
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
8.98K
New
$425K - $433K
8.98K $437K
May 15, 2023 Q1 2023
Prism Advisors, Inc.

BUY
 -
8.94K
+ 3.94%
$423K - $431K
236K $11.5M
May 02, 2023 Q1 2023
Td Capital Management LLC

Memphis, TN
BUY
 -
8.85K
+ 3.3%
$419K - $426K
277K $13.5M
May 15, 2023 Q1 2023
River Tree Advisors, LLC

Winter Park, FL
BUY
 -
8.84K
+ 4.58%
$419K - $426K
202K $9.84M
Apr 17, 2023 Q1 2023
City Holding CO

BUY
 -
8.78K
+ 103.48%
$415K - $423K
17.3K $840K
May 15, 2023 Q1 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
7.66K
New
$363K - $369K
7.66K $373K
May 08, 2023 Q1 2023
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
7.4K
New
$350K - $357K
7.4K $361K
May 05, 2023 Q1 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
7.35K
+ 13.56%
$348K - $355K
61.6K $3M
May 10, 2023 Q1 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
7.2K
+ 271.26%
$341K - $347K
9.86K $480K
May 10, 2023 Q1 2023
Condor Capital Management

Martinsville, NJ
BUY
 -
7.11K
+ 2.64%
$337K - $343K
276K $13.5M
Apr 27, 2023 Q1 2023
Stratos Wealth Advisors, LLC

BUY
 -
6.42K
+ 2.91%
$304K - $310K
227K $11.1M
May 12, 2023 Q1 2023
Laidlaw Wealth Management LLC

New York City, NY
BUY
 -
6.36K
+ 18.79%
$301K - $307K
40.2K $1.96M
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
6.19K
+ 8.62%
$293K - $299K
78.1K $3.8M
Apr 20, 2023 Q1 2023
Walkner Condon Financial Advisors LLC

BUY
 -
6.12K
+ 1.65%
$290K - $295K
377K $18.4M
Dec 10, 2024 Q1 2023
Cypress Capital, LLC

BUY
 -
6.07K
New
$287K - $293K
6.07K $296K
Apr 20, 2023 Q1 2023
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
6.06K
New
$287K - $292K
6.06K $295K
May 10, 2023 Q1 2023
Mach 1 Financial Group, LLC

Bentonville, AR
BUY
 -
5.87K
+ 17.27%
$278K - $283K
39.8K $1.94M
May 26, 2023 Q1 2023
Sheets Smith Wealth Management

BUY
 -
5.65K
+ 11775.0%
$268K - $272K
5.7K $278K
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

BUY
 -
5.53K
+ 12.77%
$262K - $267K
48.8K $2.38M
May 10, 2023 Q1 2023
Endowment Wealth Management, Inc.

Appleton, WI
BUY
 -
5.28K
+ 35.98%
$250K - $255K
20K $972K
May 10, 2023 Q1 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
5.07K
+ 17.33%
$240K - $244K
34.3K $1.67M
Apr 28, 2023 Q1 2023
Janney Montgomery Scott LLC

BUY
 -
4.92K
+ 2.37%
$233K - $237K
212K $10.3M
Apr 24, 2023 Q1 2023
Dominguez Wealth Management Solutions, Inc.

Williamsburg, VA
BUY
 -
4.66K
+ 4.69%
$221K - $225K
104K $5.07M
Jun 05, 2023 Q1 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
4.55K
+ 11.06%
$215K - $219K
45.7K $2.23M
May 04, 2023 Q1 2023
Fsb Premier Wealth Management, Inc.

BUY
 -
4.4K
+ 11.32%
$208K - $212K
43.3K $2.11M
Apr 14, 2023 Q1 2023
Searcy Financial Services Inc

BUY
 -
4.33K
+ 0.95%
$205K - $209K
462K $22.5M
May 15, 2023 Q1 2023
Imprint Wealth LLC

Mount Pleasant, SC
BUY
 -
4.29K
New
$203K - $207K
4.29K $209K
May 12, 2023 Q1 2023
Private Advisory Group LLC

Redmond, WA
BUY
 -
4.21K
New
$199K - $203K
4.21K $205K
May 12, 2023 Q1 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
4.12K
+ 31.45%
$195K - $199K
17.2K $839K
Dec 13, 2023 Q1 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
4.12K
+ 31.45%
$195K - $199K
17.2K $839K

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