Purchases and Sales Made in Q1 2023 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 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 24, 2023
Q1 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
3.88K+ 70.98% |
$184K - $187K
|
9.35K
$455K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.86K+ 24.16% |
$183K - $186K
|
19.8K
$966K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.84K+ 17.01% |
$182K - $185K
|
26.4K
$1.29M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.69K+ 45.89% |
$175K - $178K
|
11.7K
$571K
|
|
|
May 09, 2023
Q1 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
3.66K+ 19.06% |
$173K - $176K
|
22.9K
$1.11M
|
|
|
May 02, 2023
Q1 2023
|
Friedenthal Financial
|
BUY
|
- |
3.59K+ 7.82% |
$170K - $173K
|
49.5K
$2.41M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.06K+ 11.1% |
$145K - $148K
|
30.6K
$1.49M
|
|
|
May 01, 2023
Q1 2023
|
Narwhal Capital Management
|
BUY
|
- |
2.65K+ 44.86% |
$125K - $128K
|
8.55K
$416K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
2.64K+ 86.56% |
$125K - $127K
|
5.69K
$277K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.52K+ 20.96% |
$119K - $121K
|
14.5K
$707K
|
|
|
Apr 11, 2023
Q1 2023
|
Tl Private Wealth
|
BUY
|
- |
2.47K+ 0.86% |
$117K - $119K
|
290K
$14.1M
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.46KNew |
$116K - $118K
|
2.46K
$120K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.38K+ 4.73% |
$113K - $115K
|
52.7K
$2.57M
|
|
|
Apr 13, 2023
Q1 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
2.34K+ 4.95% |
$111K - $113K
|
49.6K
$2.42M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
2.2K+ 15.03% |
$104K - $106K
|
16.8K
$820K
|
|
|
May 15, 2023
Q1 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
2.12K+ 13.44% |
$100K - $102K
|
17.9K
$872K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.97K+ 1.8% |
$93.4K - $95.2K
|
112K
$5.45M
|
|
|
May 04, 2023
Q1 2023
|
Holistic Financial Partners
|
BUY
|
- |
1.86K+ 18.6% |
$87.9K - $89.5K
|
11.8K
$576K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
1.8K+ 16.32% |
$85.1K - $86.6K
|
12.8K
$624K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.52KNew |
$72.1K - $73.4K
|
1.52K
$74.2K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.47K+ 3.64% |
$69.5K - $70.8K
|
41.8K
$2.04M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.42KNew |
$67.2K - $68.4K
|
1.42K
$69.1K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.29K+ 12.28% |
$60.8K - $61.9K
|
11.8K
$572K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.25K+ 154.71% |
$59K - $60.1K
|
2.05K
$100K
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
BUY
|
- |
1.23K+ 0.43% |
$58.4K - $59.4K
|
291K
$14.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.22K+ 28.88% |
$57.9K - $59K
|
5.46K
$266K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
1.2K+ 119800.0% |
$56.7K - $57.8K
|
1.2K
$58.4K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.1K+ 2.13% |
$52K - $53K
|
52.8K
$2.57M
|
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
1.08KNew |
$51K - $52K
|
1.08K
$52.5K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.06K+ 11.88% |
$50.3K - $51.2K
|
10K
$487K
|
|
|
Apr 18, 2023
Q1 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
912+ 5.81% |
$43.2K - $44K
|
16.6K
$809K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
890+ 2.45% |
$42.1K - $42.9K
|
37.3K
$1.82M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
877New |
$41.5K - $42.3K
|
877
$42.7K
|
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
871+ 5.73% |
$41.2K - $42K
|
16.1K
$782K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
865+ 3.97% |
$40.9K - $41.7K
|
22.7K
$1.1M
|
|
|
May 15, 2023
Q1 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
708+ 0.94% |
$33.5K - $34.1K
|
75.8K
$3.69M
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
698+ 7.54% |
$33K - $33.7K
|
9.96K
$485K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
651+ 0.72% |
$30.8K - $31.4K
|
91.4K
$4.45M
|
|
|
May 12, 2023
Q1 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
640+ 10.97% |
$30.3K - $30.9K
|
6.47K
$315K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
635+ 5.33% |
$30.1K - $30.6K
|
12.6K
$612K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
625+ 2.73% |
$29.6K - $30.1K
|
23.5K
$1.15M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
504+ 0.89% |
$23.9K - $24.3K
|
57.4K
$2.8M
|
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
BUY
|
- |
389+ 6.69% |
$18.4K - $18.8K
|
6.2K
$302K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
344+ 3.48% |
$16.3K - $16.6K
|
10.2K
$498K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
318New |
$15.1K - $15.3K
|
318
$15.5K
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
246+ 0.74% |
$11.6K - $11.9K
|
33.4K
$1.63M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
223+ 0.75% |
$10.6K - $10.8K
|
30K
$1.46M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
214+ 2.34% |
$10.1K - $10.3K
|
9.35K
$455K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
195+ 1.16% |
$9.23K - $9.4K
|
17.1K
$831K
|
|
|
Apr 18, 2023
Q1 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
195+ 0.04% |
$9.23K - $9.4K
|
554K
$27M
|