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 05, 2021
Q2 2021
|
Platform Technology Partners
|
BUY
|
- |
1.26K+ 7.02% |
$64.2K - $64.7K
|
19.2K
$946K
|
|
Aug 05, 2021
Q2 2021
|
Washington Trust CO
|
BUY
|
- |
1.2KNew |
$60.9K - $61.4K
|
1.2K
$58.9K
|
|
Aug 10, 2021
Q2 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.09K+ 23.63% |
$55.3K - $55.7K
|
5.69K
$280K
|
|
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
984+ 4.36% |
$50K - $50.4K
|
23.5K
$1.16M
|
|
Aug 02, 2021
Q2 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
910+ 0.91% |
$46.3K - $46.6K
|
100K
$4.93M
|
|
Aug 04, 2021
Q2 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
881New |
$44.8K - $45.1K
|
881
$43.3K
|
|
Aug 12, 2021
Q2 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
843New |
$42.8K - $43.2K
|
843
$41.4K
|
|
Aug 12, 2021
Q2 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
800+ 18.81% |
$40.7K - $41K
|
5.05K
$248K
|
|
Aug 03, 2021
Q2 2021
|
Tru Independence LLC
|
BUY
|
- |
787New |
$40K - $40.3K
|
787
$38.7K
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
764+ 8.07% |
$38.8K - $39.1K
|
10.2K
$503K
|
|
Jul 30, 2021
Q2 2021
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
700+ 7.44% |
$35.6K - $35.8K
|
10.1K
$497K
|
|
Jul 27, 2021
Q2 2021
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
610+ 4.72% |
$31K - $31.2K
|
13.5K
$665K
|
|
Jul 13, 2021
Q2 2021
|
Clarus Wealth Advisors
|
BUY
|
- |
588+ 4.58% |
$29.9K - $30.1K
|
13.4K
$660K
|
|
Aug 03, 2021
Q2 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
509+ 1.69% |
$25.9K - $26.1K
|
30.6K
$1.5M
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
452New |
$23K - $23.1K
|
452
$22.2K
|
|
Aug 03, 2021
Q2 2021
|
Patten Group, Inc.
|
BUY
|
- |
429+ 1.15% |
$21.8K - $22K
|
37.7K
$1.85M
|
|
Jul 29, 2021
Q2 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
355+ 1.4% |
$18K - $18.2K
|
25.7K
$1.26M
|
|
Aug 09, 2021
Q2 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
352+ 7.47% |
$17.9K - $18K
|
5.07K
$249K
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
BUY
|
- |
342+ 128.09% |
$17.4K - $17.5K
|
609
$29.9K
|
|
Jul 19, 2021
Q2 2021
|
Tfg Advisers LLC
|
BUY
|
- |
225+ 3.53% |
$11.4K - $11.5K
|
6.6K
$324K
|
|
Jul 27, 2021
Q2 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
220+ 22.36% |
$11.2K - $11.3K
|
1.2K
$59.2K
|
|
Aug 06, 2021
Q2 2021
|
Center For Asset Management LLC
|
BUY
|
- |
209+ 3.23% |
$10.6K - $10.7K
|
6.67K
$328K
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
184+ 0.39% |
$9.35K - $9.42K
|
47.1K
$2.31M
|
|
Aug 10, 2021
Q2 2021
|
Larson Financial Group LLC
|
BUY
|
- |
182+ 1.47% |
$9.25K - $9.32K
|
12.6K
$617K
|
|
Aug 03, 2021
Q2 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
162New |
$8.23K - $8.29K
|
162
$7.96K
|
|
Nov 02, 2021
Q2 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
146New |
$7.42K - $7.47K
|
146
$7.18K
|
|
Aug 11, 2021
Q2 2021
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
100+ 1.46% |
$5.08K - $5.12K
|
6.95K
$342K
|
|
Aug 10, 2021
Q2 2021
|
Harvest Investment Services, LLC
|
BUY
|
- |
72+ 0.52% |
$3.66K - $3.69K
|
13.9K
$685K
|
|
Aug 06, 2021
Q2 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
64New |
$3.25K - $3.28K
|
64
$3.15K
|
|
Aug 02, 2021
Q2 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
35+ 0.34% |
$1.78K - $1.79K
|
10.2K
$500K
|
|
Aug 12, 2021
Q2 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
34+ 0.53% |
$1.73K - $1.74K
|
6.44K
$316K
|
|
Aug 06, 2021
Q2 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
20New |
$1.02K - $1.02K
|
20
$983
|
|
Jul 30, 2021
Q2 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
13+ 0.53% |
$661 - $665
|
2.47K
$121K
|
|
Aug 13, 2021
Q2 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
12+ 0.24% |
$610 - $614
|
5.11K
$251K
|
|
Aug 12, 2021
Q2 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
5+ 0.03% |
$254 - $256
|
15.4K
$757K
|
|
Aug 02, 2021
Q2 2021
|
Allworth Financial LP
|
BUY
|
- |
5+ 0.06% |
$254 - $256
|
8.74K
$429K
|
|
Aug 13, 2021
Q2 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3New |
$152 - $154
|
3
$147
|
|
Aug 11, 2021
Q2 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 1.96% |
$50.8 - $51.2
|
52
$2.56K
|
|
Jul 29, 2021
Q2 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Assetmark, Inc
|
SELL
|
- |
-9- 0.06% |
$457 - $461
|
16.1K
$789K
|
|
Aug 06, 2021
Q2 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-15- 0.23% |
$762 - $768
|
6.46K
$318K
|
|
Aug 23, 2021
Q2 2021
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-38- 33.63% |
$1.93K - $1.95K
|
75
$3.69K
|
|
Jul 30, 2021
Q2 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-43- 97.73% |
$2.19K - $2.2K
|
1
$49.2
|
|
Jul 12, 2021
Q2 2021
|
Gradient Investments LLC
|
SELL
|
- |
-72Closed |
$3.66K - $3.69K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-100- 36.5% |
$5.08K - $5.12K
|
174
$8.55K
|
|
Aug 13, 2021
Q2 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-118- 1.7% |
$6K - $6.04K
|
6.81K
$335K
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-154Closed |
$7.83K - $7.88K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-176- 94.62% |
$8.95K - $9.01K
|
10
$492
|
|
Aug 13, 2021
Q2 2021
|
Principle Wealth Partners LLC
|
SELL
|
- |
-183- 0.72% |
$9.3K - $9.37K
|
25.3K
$1.24M
|
|
Aug 16, 2021
Q2 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-186- 6.15% |
$9.45K - $9.52K
|
2.84K
$139K
|