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 19, 2021
Q2 2021
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-198- 0.71% |
$10.1K - $10.1K
|
27.8K
$1.37M
|
|
|
Aug 04, 2021
Q2 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-219- 4.28% |
$11.1K - $11.2K
|
4.9K
$241K
|
|
|
Jul 28, 2021
Q2 2021
|
Pfg Advisors
|
SELL
|
- |
-234- 5.4% |
$11.9K - $12K
|
4.1K
$201K
|
|
|
Jan 02, 2024
Q2 2021
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-280- 1.93% |
$14.2K - $14.3K
|
14.3K
$701K
|
|
|
Aug 11, 2021
Q2 2021
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-305- 47.14% |
$15.5K - $15.6K
|
342
$16.8K
|
|
|
Aug 11, 2021
Q2 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-305- 3.23% |
$15.5K - $15.6K
|
9.13K
$448K
|
|
|
Aug 05, 2021
Q2 2021
|
Archer Investment Corp
|
SELL
|
- |
-350Closed |
$17.8K - $17.9K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-399- 1.87% |
$20.3K - $20.4K
|
21K
$1.03M
|
|
|
Aug 11, 2021
Q2 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-473- 0.83% |
$24K - $24.2K
|
56.4K
$2.77M
|
|
|
Jul 21, 2021
Q2 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-552- 1.97% |
$28.1K - $28.3K
|
27.5K
$1.35M
|
|
|
Aug 10, 2021
Q2 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-590Closed |
$30K - $30.2K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-620- 11.02% |
$31.5K - $31.7K
|
5K
$246K
|
|
|
Aug 13, 2021
Q2 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-630- 2.33% |
$32K - $32.2K
|
26.4K
$1.3M
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-667- 3.4% |
$33.9K - $34.1K
|
19K
$932K
|
|
|
Jul 27, 2021
Q2 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-715- 1.95% |
$36.3K - $36.6K
|
35.9K
$1.77M
|
|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-773- 2.41% |
$39.3K - $39.6K
|
31.3K
$1.54M
|
|
|
Jul 22, 2021
Q2 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-809Closed |
$41.1K - $41.4K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-865- 6.87% |
$44K - $44.3K
|
11.7K
$577K
|
|
|
Aug 12, 2021
Q2 2021
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-906- 10.22% |
$46.1K - $46.4K
|
7.96K
$391K
|
|
|
Aug 12, 2021
Q2 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-941- 7.96% |
$47.8K - $48.2K
|
10.9K
$535K
|
|
|
Jul 29, 2021
Q2 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-1KClosed |
$50.8K - $51.2K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-1.03K- 19.6% |
$52.4K - $52.8K
|
4.23K
$208K
|
|
|
Aug 16, 2021
Q2 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.09K- 4.03% |
$55.4K - $55.7K
|
25.9K
$1.27M
|
|
|
Jul 21, 2021
Q2 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.09K- 3.87% |
$55.6K - $56K
|
27.2K
$1.33M
|
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.16K- 0.43% |
$59.1K - $59.5K
|
272K
$13.3M
|
|
|
Aug 09, 2021
Q2 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.19K- 10.83% |
$60.5K - $60.9K
|
9.8K
$482K
|
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.25K- 50.0% |
$63.5K - $64K
|
1.25K
$61.4K
|
|
|
Jul 26, 2021
Q2 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.28K- 2.83% |
$65.2K - $65.6K
|
44K
$2.16M
|
|
|
Jul 15, 2021
Q2 2021
|
Telos Capital Management, Inc.
|
SELL
|
- |
-1.29K- 12.71% |
$65.5K - $66K
|
8.85K
$435K
|
|
|
Aug 09, 2021
Q2 2021
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.59K- 11.26% |
$80.8K - $81.3K
|
12.5K
$616K
|
|
|
Jul 28, 2021
Q2 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1.66K- 17.64% |
$84.4K - $85K
|
7.75K
$381K
|
|
|
Jul 28, 2021
Q2 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1.67K- 50.55% |
$84.6K - $85.2K
|
1.63K
$80.1K
|
|
|
Jul 13, 2021
Q2 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.72K- 12.1% |
$87.4K - $88K
|
12.5K
$614K
|
|
|
Aug 12, 2021
Q2 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.91K- 2.22% |
$97K - $97.7K
|
84K
$4.13M
|
|
|
Aug 04, 2021
Q2 2021
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-1.92K- 17.56% |
$97.6K - $98.3K
|
9.02K
$443K
|
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.05K- 5.81% |
$104K - $105K
|
33.2K
$1.63M
|
|
|
Nov 24, 2021
Q2 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-2.09K- 29.81% |
$106K - $107K
|
4.93K
$242K
|
|
|
Aug 03, 2021
Q2 2021
|
Accel Wealth Management
|
SELL
|
- |
-2.14K- 26.7% |
$109K - $109K
|
5.87K
$288K
|
|
|
Jul 16, 2021
Q2 2021
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-2.15K- 0.38% |
$109K - $110K
|
564K
$27.7M
|
|
|
Jul 27, 2021
Q2 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-2.44K- 15.3% |
$124K - $125K
|
13.5K
$664K
|
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.54K- 0.29% |
$129K - $130K
|
861K
$42.3M
|
|
|
Aug 16, 2021
Q2 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-2.65K- 18.7% |
$134K - $135K
|
11.5K
$565K
|
|
|
Jul 22, 2021
Q2 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.73K- 3.26% |
$139K - $140K
|
81.1K
$3.99M
|
|
|
Aug 06, 2021
Q2 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-2.92KClosed |
$149K - $150K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-3.03K- 7.36% |
$154K - $155K
|
38.2K
$1.88M
|
|
|
Jul 22, 2021
Q2 2021
|
Rede Wealth, LLC
|
SELL
|
- |
-3.05K- 3.1% |
$155K - $156K
|
95.5K
$4.69M
|
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.14K- 36.49% |
$159K - $161K
|
5.46K
$268K
|
|
|
Aug 11, 2021
Q2 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-3.26K- 11.77% |
$166K - $167K
|
24.5K
$1.2M
|
|
|
Aug 05, 2021
Q2 2021
|
Sargent Investment Group, LLC
|
SELL
|
- |
-3.4K- 12.63% |
$173K - $174K
|
23.5K
$1.15M
|
|
|
Jul 29, 2021
Q2 2021
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-3.49K- 33.86% |
$177K - $179K
|
6.81K
$335K
|