Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
25.1K+ 12.77% |
$1.27M - $1.28M
|
221K
$10.9M
|
|
Aug 06, 2021
Q2 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
24.3K+ 230.48% |
$1.23M - $1.24M
|
34.8K
$1.71M
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
23.8K+ 13.23% |
$1.21M - $1.22M
|
204K
$10M
|
|
Aug 10, 2021
Q2 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
23.6K+ 23.54% |
$1.2M - $1.21M
|
124K
$6.08M
|
|
Jul 09, 2021
Q2 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
23.2KNew |
$1.18M - $1.19M
|
23.2K
$1.14M
|
|
Jul 20, 2021
Q2 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
23.1KNew |
$1.17M - $1.18M
|
23.1K
$1.14M
|
|
Aug 13, 2021
Q2 2021
|
Karp Capital Management Corp
|
BUY
|
- |
20.6K+ 14.26% |
$1.05M - $1.06M
|
165K
$8.12M
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
20K+ 8.88% |
$1.02M - $1.02M
|
245K
$12M
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
19.2K+ 4.19% |
$974K - $981K
|
476K
$23.4M
|
|
Oct 12, 2021
Q2 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
17.5K+ 1.14% |
$890K - $896K
|
1.56M
$76.5M
|
|
Jul 26, 2021
Q2 2021
|
Wealthpoint, LLC
|
BUY
|
- |
17.4K+ 8.7% |
$883K - $889K
|
217K
$10.7M
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
17.2K+ 6.51% |
$875K - $881K
|
282K
$13.9M
|
|
Aug 03, 2021
Q2 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
17K+ 133.66% |
$862K - $868K
|
29.6K
$1.46M
|
|
Jul 19, 2021
Q2 2021
|
Astor Investment Management LLC
|
BUY
|
- |
15.8K+ 4.74% |
$804K - $810K
|
349K
$17.2M
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
BUY
|
- |
12.8K+ 10.88% |
$653K - $658K
|
131K
$6.44M
|
|
Aug 11, 2021
Q2 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
12.7KNew |
$648K - $653K
|
12.7K
$627K
|
|
Jul 29, 2021
Q2 2021
|
Petix & Botte CO
|
BUY
|
- |
12.4K+ 9.96% |
$630K - $634K
|
137K
$6.72M
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.5K+ 3.5% |
$586K - $590K
|
341K
$16.7M
|
|
Aug 09, 2021
Q2 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
11.5K+ 8.98% |
$584K - $589K
|
140K
$6.86M
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
11.2K+ 9.35% |
$571K - $575K
|
131K
$6.46M
|
|
Aug 10, 2021
Q2 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
10.6KNew |
$538K - $542K
|
10.6K
$520K
|
|
Jul 13, 2021
Q2 2021
|
Tl Private Wealth
|
BUY
|
- |
10.3K+ 3.43% |
$526K - $529K
|
312K
$15.3M
|
|
Jul 29, 2021
Q2 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
10.3K+ 9.93% |
$525K - $529K
|
114K
$5.62M
|
|
Jul 19, 2021
Q2 2021
|
Wt Wealth Management
|
BUY
|
- |
10.1K+ 14.37% |
$513K - $517K
|
80.3K
$3.95M
|
|
Jul 21, 2021
Q2 2021
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
10K+ 4.48% |
$509K - $512K
|
233K
$11.5M
|
|
Aug 02, 2021
Q2 2021
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
9.44K+ 3.82% |
$480K - $483K
|
257K
$12.6M
|
|
Jul 29, 2021
Q2 2021
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
9.26KNew |
$471K - $474K
|
9.26K
$455K
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.2K+ 26.21% |
$468K - $471K
|
44.3K
$2.18M
|
|
Aug 03, 2021
Q2 2021
|
Avestar Capital, LLC
|
BUY
|
- |
8.89KNew |
$452K - $455K
|
8.89K
$437K
|
|
Jul 19, 2021
Q2 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
8.62K+ 86.15% |
$438K - $441K
|
18.6K
$915K
|
|
Aug 06, 2021
Q2 2021
|
E Rn Financial, LLC
|
BUY
|
- |
8.49K+ 3.69% |
$431K - $434K
|
239K
$11.7M
|
|
Aug 19, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
8.44K+ 1867.7% |
$429K - $432K
|
8.89K
$437K
|
|
Aug 11, 2021
Q2 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
8.29K+ 3.32% |
$421K - $424K
|
258K
$12.7M
|
|
Jul 27, 2021
Q2 2021
|
Wedbush Securities Inc
|
BUY
|
- |
8.27K+ 16.81% |
$421K - $423K
|
57.5K
$2.83M
|
|
Aug 12, 2021
Q2 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
8.19KNew |
$416K - $419K
|
8.19K
$403K
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.86KNew |
$400K - $402K
|
7.86K
$386K
|
|
Aug 02, 2021
Q2 2021
|
Shaker Investments LLC
|
BUY
|
- |
7.68K+ 51.07% |
$390K - $393K
|
22.7K
$1.12M
|
|
Aug 13, 2021
Q2 2021
|
Covington Capital Management
|
BUY
|
- |
7.08K+ 2465.16% |
$360K - $362K
|
7.36K
$362K
|
|
Jul 14, 2021
Q2 2021
|
First Premier Bank
|
BUY
|
- |
7.03K+ 200.83% |
$357K - $360K
|
10.5K
$518K
|
|
Jul 22, 2021
Q2 2021
|
Moneywise, Inc.
|
BUY
|
- |
6.97K+ 16.69% |
$354K - $357K
|
48.7K
$2.39M
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.8KNew |
$346K - $348K
|
6.8K
$334K
|
|
Aug 13, 2021
Q2 2021
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
6.68K+ 9.21% |
$339K - $342K
|
79.2K
$3.89M
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
6.67K+ 17560.53% |
$339K - $342K
|
6.71K
$330K
|
|
Jan 27, 2023
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.64K+ 84.28% |
$338K - $340K
|
14.5K
$714K
|
|
Aug 13, 2021
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.64K+ 84.28% |
$338K - $340K
|
14.5K
$714K
|
|
Jul 23, 2021
Q2 2021
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
6.62K+ 9.91% |
$336K - $339K
|
73.4K
$3.61M
|
|
Aug 16, 2021
Q2 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.56KNew |
$334K - $336K
|
6.56K
$323K
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.2K+ 8.18% |
$315K - $317K
|
82K
$4.03M
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.16K+ 18.71% |
$313K - $315K
|
39.1K
$1.92M
|
|
Aug 10, 2021
Q2 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6KNew |
$305K - $307K
|
6K
$295K
|