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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.39K- 2.61% |
$113K - $115K
|
89.1K
$4.34M
|
|
|
May 12, 2023
Q1 2023
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-2.4K- 38.1% |
$114K - $116K
|
3.9K
$190K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.44K- 4.13% |
$116K - $118K
|
56.8K
$2.77M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.54K- 1.71% |
$120K - $122K
|
146K
$7.12M
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
SELL
|
- |
-2.6K- 2.0% |
$123K - $125K
|
128K
$6.22M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.6K- 28.45% |
$123K - $125K
|
6.54K
$319K
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-2.63K- 37.23% |
$124K - $127K
|
4.43K
$216K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.97K- 9.78% |
$140K - $143K
|
27.3K
$1.33M
|
|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-3.04K- 1.98% |
$144K - $146K
|
151K
$7.34M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.19K- 2.95% |
$151K - $154K
|
105K
$5.11M
|
|
|
May 10, 2023
Q1 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-3.28K- 3.69% |
$155K - $158K
|
85.5K
$4.16M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.38K- 6.95% |
$160K - $163K
|
45.2K
$2.2M
|
|
|
May 12, 2023
Q1 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-3.47K- 5.64% |
$164K - $167K
|
58.1K
$2.83M
|
|
|
May 03, 2023
Q1 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-3.53K- 7.02% |
$167K - $170K
|
46.7K
$2.27M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-3.83K- 5.07% |
$181K - $184K
|
71.6K
$3.49M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.87K- 15.26% |
$183K - $187K
|
21.5K
$1.05M
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.92K- 2.79% |
$185K - $189K
|
136K
$6.64M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.94K- 2.43% |
$186K - $190K
|
158K
$7.72M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.06K- 13.33% |
$192K - $196K
|
26.4K
$1.29M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.26K- 15.35% |
$202K - $206K
|
23.5K
$1.15M
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-4.3K- 65.15% |
$204K - $207K
|
2.3K
$112K
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-4.65K- 98.98% |
$220K - $224K
|
48
$2.34K
|
|
|
May 09, 2023
Q1 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-4.75K- 1.39% |
$225K - $229K
|
338K
$16.5M
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-4.91K- 4.32% |
$232K - $237K
|
109K
$5.29M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.24K- 19.18% |
$248K - $252K
|
22.1K
$1.07M
|
|
|
Oct 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-5.26K- 11.17% |
$249K - $254K
|
41.8K
$2.04M
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-5.28K- 33.2% |
$250K - $254K
|
10.6K
$517K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-5.7K- 16.23% |
$270K - $275K
|
29.4K
$1.43M
|
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-6.27K- 2.31% |
$297K - $302K
|
266K
$12.9M
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-6.68KClosed |
$316K - $322K
|
0
$0
|
|
|
May 02, 2023
Q1 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-7.18K- 25.52% |
$340K - $346K
|
20.9K
$1.02M
|
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-7.22K- 8.86% |
$342K - $348K
|
74.3K
$3.62M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.26K- 27.47% |
$343K - $350K
|
19.2K
$933K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.37K- 36.04% |
$349K - $355K
|
13.1K
$637K
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-7.49K- 37.53% |
$355K - $361K
|
12.5K
$608K
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-7.5K- 24.84% |
$355K - $361K
|
22.7K
$1.1M
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-7.54K- 5.79% |
$357K - $364K
|
123K
$5.98M
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-7.59K- 4.56% |
$359K - $366K
|
159K
$7.73M
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-7.61K- 33.57% |
$360K - $367K
|
15K
$733K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-7.61K- 33.57% |
$360K - $367K
|
15K
$733K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-8.29K- 4.85% |
$393K - $400K
|
163K
$7.93M
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-8.32K- 33.01% |
$394K - $401K
|
16.9K
$822K
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-8.74K- 10.54% |
$414K - $421K
|
74.2K
$3.61M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-9.79K- 19.54% |
$463K - $472K
|
40.3K
$1.96M
|
|
|
Apr 19, 2023
Q1 2023
|
Manchester Financial Inc
|
SELL
|
- |
-9.89K- 24.99% |
$468K - $477K
|
29.7K
$1.45M
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-11.5K- 23.65% |
$546K - $556K
|
37.3K
$1.81M
|
|
|
Apr 26, 2023
Q1 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-12.5K- 36.47% |
$589K - $600K
|
21.7K
$1.06M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-13.4K- 19.62% |
$632K - $644K
|
54.7K
$2.67M
|
|
|
May 05, 2023
Q1 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-14.3K- 14.82% |
$679K - $691K
|
82.4K
$4.01M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-14.5K- 10.74% |
$687K - $700K
|
121K
$5.87M
|