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 |
---|---|---|---|---|---|---|---|
Aug 17, 2021
Q2 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.92KNew |
$301K - $303K
|
5.92K
$291K
|
|
Jul 12, 2021
Q2 2021
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
5.91KNew |
$301K - $303K
|
5.91K
$291K
|
|
Jul 19, 2021
Q2 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5.87K+ 6.66% |
$298K - $300K
|
94K
$4.62M
|
|
Mar 14, 2023
Q2 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
5.69K+ 80.68% |
$289K - $291K
|
12.7K
$627K
|
|
Jul 26, 2021
Q2 2021
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
5.45KNew |
$277K - $279K
|
5.45K
$268K
|
|
Jul 21, 2021
Q2 2021
|
Csenge Advisory Group
|
BUY
|
- |
5.31K+ 1.73% |
$270K - $272K
|
312K
$15.3M
|
|
Aug 13, 2021
Q2 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.29KNew |
$269K - $271K
|
5.29K
$260K
|
|
Aug 06, 2021
Q2 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.18KNew |
$263K - $265K
|
5.18K
$255K
|
|
Aug 16, 2021
Q2 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.17KNew |
$263K - $265K
|
5.17K
$254K
|
|
Jul 08, 2021
Q2 2021
|
First Hawaiian Bank
|
BUY
|
- |
4.61K+ 9.57% |
$234K - $236K
|
52.7K
$2.59M
|
|
Aug 09, 2021
Q2 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.59KNew |
$233K - $235K
|
4.59K
$226K
|
|
Aug 16, 2021
Q2 2021
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
4.48K+ 2.56% |
$228K - $229K
|
180K
$8.83M
|
|
Jul 21, 2021
Q2 2021
|
Dfpg Investments, LLC
|
BUY
|
- |
4.45K+ 31.25% |
$226K - $228K
|
18.7K
$918K
|
|
Aug 12, 2021
Q2 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
4.45K+ 5.68% |
$226K - $228K
|
82.8K
$4.07M
|
|
Aug 17, 2021
Q2 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.44KNew |
$226K - $227K
|
4.44K
$218K
|
|
Jul 28, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
- |
4.44K+ 24.38% |
$226K - $227K
|
22.7K
$1.11M
|
|
Aug 10, 2021
Q2 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.37KNew |
$222K - $223K
|
4.37K
$215K
|
|
Aug 16, 2021
Q2 2021
|
Townsquare Capital LLC
|
BUY
|
- |
4.16K+ 26.1% |
$211K - $213K
|
20.1K
$987K
|
|
Jul 26, 2021
Q2 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.07K+ 23.06% |
$207K - $208K
|
21.7K
$1.07M
|
|
Aug 04, 2021
Q2 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
4.07K+ 1.78% |
$207K - $208K
|
232K
$11.4M
|
|
Aug 17, 2021
Q2 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.02K+ 6.8% |
$204K - $206K
|
63K
$3.1M
|
|
Aug 19, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4KNew |
$203K - $205K
|
4K
$196K
|
|
Aug 12, 2021
Q2 2021
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
3.87K+ 1.98% |
$197K - $198K
|
199K
$9.8M
|
|
Aug 03, 2021
Q2 2021
|
1776 Wealth LLC
|
BUY
|
- |
3.8K+ 27.82% |
$193K - $195K
|
17.5K
$858K
|
|
Jul 14, 2021
Q2 2021
|
Prism Advisors, Inc.
|
BUY
|
- |
3.67K+ 1.67% |
$187K - $188K
|
223K
$11M
|
|
Aug 06, 2021
Q2 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.66K+ 46.71% |
$186K - $187K
|
11.5K
$565K
|
|
Jul 20, 2021
Q2 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
3.56K+ 28.14% |
$181K - $182K
|
16.2K
$796K
|
|
Jul 29, 2021
Q2 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.51K+ 26.75% |
$178K - $180K
|
16.6K
$817K
|
|
Jul 26, 2021
Q2 2021
|
Beacon Financial Group
|
BUY
|
- |
3.32K+ 1.51% |
$169K - $170K
|
224K
$11M
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.09K+ 485.4% |
$157K - $158K
|
3.73K
$183K
|
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
BUY
|
- |
3.08K+ 3.83% |
$157K - $158K
|
83.5K
$4.11M
|
|
Aug 19, 2021
Q2 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
3K+ 3.45% |
$152K - $154K
|
89.9K
$4.42M
|
|
Jul 20, 2021
Q2 2021
|
Chiron Capital Management, LLC
|
BUY
|
- |
2.67K+ 12.52% |
$136K - $137K
|
24K
$1.18M
|
|
Aug 10, 2021
Q2 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.59K+ 57.05% |
$131K - $132K
|
7.12K
$350K
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.39K+ 27.98% |
$121K - $122K
|
10.9K
$537K
|
|
Aug 02, 2021
Q2 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.37K+ 3.41% |
$120K - $121K
|
71.9K
$3.53M
|
|
Nov 18, 2021
Q2 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.35K+ 5.66% |
$120K - $120K
|
43.9K
$2.16M
|
|
Aug 16, 2021
Q2 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
2.18K+ 2.24% |
$111K - $111K
|
99.5K
$4.89M
|
|
Jul 21, 2021
Q2 2021
|
Brendel Financial Advisors LLC
|
BUY
|
- |
2.1KNew |
$107K - $107K
|
2.1K
$103K
|
|
Jul 23, 2021
Q2 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
2.09K+ 42.48% |
$106K - $107K
|
7.02K
$345K
|
|
Aug 13, 2021
Q2 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.05K+ 8.32% |
$104K - $105K
|
26.7K
$1.31M
|
|
Aug 10, 2021
Q2 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.99K+ 36.82% |
$101K - $102K
|
7.38K
$363K
|
|
Aug 11, 2021
Q2 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.93K+ 5.4% |
$98.2K - $98.9K
|
37.7K
$1.85M
|
|
Aug 09, 2021
Q2 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.85K+ 1.05% |
$93.9K - $94.6K
|
178K
$8.76M
|
|
Aug 09, 2021
Q2 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.55K+ 6.38% |
$78.8K - $79.4K
|
25.9K
$1.27M
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
1.53K+ 102.07% |
$77.7K - $78.2K
|
3.03K
$149K
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.45K+ 10.6% |
$73.9K - $74.4K
|
15.2K
$746K
|
|
Jul 20, 2021
Q2 2021
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.35K+ 28.81% |
$68.5K - $69K
|
6.02K
$296K
|
|
Aug 10, 2023
Q2 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.34K+ 80.43% |
$67.9K - $68.4K
|
3K
$147K
|
|
Aug 10, 2021
Q2 2021
|
Strong Box Wealth, LLC
|
BUY
|
- |
1.27K+ 5.38% |
$64.3K - $64.8K
|
24.8K
$1.22M
|