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
Jul 13, 2021 Q2 2021	Marks Wealth, LLC	SELL	-	-3.73K - 1.85%	$190K - $191K	198K $9.74M
Aug 13, 2021 Q2 2021	3 D/L Capital Management, LLC	SELL	-	-3.84K - 1.64%	$195K - $196K	230K $11.3M
Aug 13, 2021 Q2 2021	Laidlaw Wealth Management LLC New York City, NY	SELL	-	-3.85K - 22.89%	$195K - $197K	13K $637K
Jul 19, 2021 Q2 2021	Sargent Bickham Lagudis LLC	SELL	-	-3.86K - 40.21%	$196K - $198K	5.75K $282K
Mar 22, 2023 Q2 2021	American Portfolios Advisors Holbrook, NY	SELL	-	-3.87K - 5.94%	$197K - $198K	61.3K $3.01M
Jul 21, 2021 Q2 2021	Alpha Omega Group, Inc.	SELL	-	-3.9K - 25.69%	$198K - $200K	11.3K $555K
Jul 27, 2021 Q2 2021	Destiny Wealth Partners, LLC	SELL	-	-3.98K - 3.88%	$202K - $204K	98.5K $4.84M
Aug 17, 2021 Q2 2021	Kingsview Wealth Management, LLC Grants Pass, OR	SELL	-	-4K - 8.57%	$203K - $205K	42.7K $2.1M
Jul 30, 2021 Q2 2021	Kestra Private Wealth Services, LLC	SELL	-	-4.08K - 18.78%	$207K - $209K	17.7K $868K
Jul 14, 2021 Q2 2021	Beacon Financial Advisory LLC	SELL	-	-4.08K Closed	$207K - $209K	0 $0
Aug 10, 2021 Q2 2021	Psi Advisors, LLC	SELL	-	-4.1K Closed	$209K - $210K	0 $0
Jul 19, 2021 Q2 2021	Ausdal Financial Partners, Inc. Davenport, IA	SELL	-	-4.4K - 14.77%	$224K - $225K	25.4K $1.25M
Jul 28, 2021 Q2 2021	Grove Bank & Trust	SELL	-	-4.46K - 2.76%	$227K - $228K	157K $7.73M
Jul 15, 2021 Q2 2021	Global Retirement Partners, LLC	SELL	-	-4.55K - 25.46%	$231K - $233K	13.3K $655K
Jul 14, 2021 Q2 2021	Cypress Wealth Services, LLC	SELL	-	-4.8K Closed	$244K - $246K	0 $0
Aug 13, 2021 Q2 2021	55 I, LLC Boston, MA	SELL	-	-4.96K Closed	$252K - $254K	0 $0
Feb 22, 2022 Q2 2021	Fsb Premier Wealth Management, Inc.	SELL	-	-5.04K - 11.02%	$256K - $258K	40.7K $2M
Jul 20, 2021 Q2 2021	Concorde Asset Management, LLC	SELL	-	-5.04K - 20.42%	$256K - $258K	19.7K $966K
Jul 22, 2021 Q2 2021	Elk River Wealth Management, LLC	SELL	-	-5.46K Closed	$278K - $280K	0 $0
Jul 26, 2021 Q2 2021	Koshinski Asset Management, Inc.	SELL	-	-5.52K - 45.05%	$281K - $283K	6.74K $331K
Jul 29, 2021 Q2 2021	Avantax Advisory Services, Inc.	SELL	-	-5.54K - 3.81%	$281K - $283K	140K $6.87M
Jul 08, 2021 Q2 2021	Montecito Bank & Trust	SELL	-	-5.96K - 58.79%	$303K - $305K	4.18K $205K
Jul 28, 2021 Q2 2021	Concentrum Wealth Management	SELL	-	-5.97K - 7.2%	$303K - $306K	77K $3.78M
Jul 15, 2021 Q2 2021	Wolff Wiese Magana LLC	SELL	-	-6.33K - 96.79%	$321K - $324K	210 $10.3K
Sep 01, 2021 Q2 2021	Sawtooth Solutions, LLC	SELL	-	-6.34K - 27.32%	$322K - $325K	16.9K $829K
Apr 19, 2024 Q2 2021	Ashton Thomas Private Wealth, LLC Scottsdale, AZ	SELL	-	-6.38K - 47.03%	$324K - $327K	7.19K $353K
Aug 09, 2021 Q2 2021	Level Four Advisory Services, LLC Dallas, TX	SELL	-	-6.49K - 2.72%	$330K - $332K	232K $11.4M
Aug 02, 2021 Q2 2021	Optimum Investment Advisors	SELL	-	-6.5K - 36.72%	$330K - $333K	11.2K $550K
Aug 19, 2021 Q2 2021	M Holdings Securities, Inc. Portland, OR	SELL	-	-6.55K - 28.26%	$333K - $335K	16.6K $818K
Aug 09, 2021 Q2 2021	Jaffetilchin Investment Partners, LLC Tampa, FL	SELL	-	-6.61K Closed	$336K - $338K	0 $0
Aug 09, 2021 Q2 2021	Us Advisors Wealth Management, LLC Eden Prairie, MN	SELL	-	-6.74K - 56.34%	$342K - $345K	5.22K $257K
Jul 20, 2021 Q2 2021	Genesee Capital Advisors, LLC	SELL	-	-6.83K Closed	$347K - $350K	0 $0
Aug 05, 2021 Q2 2021	F Dx Advisors, Inc.	SELL	-	-6.97K Closed	$354K - $357K	0 $0
Jul 19, 2021 Q2 2021	Stratos Wealth Partners, Ltd.	SELL	-	-7.04K - 5.24%	$358K - $360K	127K $6.25M
Aug 09, 2021 Q2 2021	Aspire Private Capital, LLC	SELL	-	-7.15K - 70.63%	$363K - $366K	2.97K $146K
Aug 02, 2021 Q2 2021	Tria Gen Wealth Management LLC	SELL	-	-7.67K - 15.99%	$390K - $393K	40.3K $1.98M
Aug 09, 2021 Q2 2021	Western Wealth Management, LLC	SELL	-	-7.82K - 13.59%	$397K - $400K	49.7K $2.44M
Aug 16, 2021 Q2 2021	Interchange Capital Partners, LLC	SELL	-	-7.9K Closed	$401K - $404K	0 $0
Aug 16, 2021 Q2 2021	Pinnacle Family Advisors, LLC Springfield, MO	SELL	-	-8.04K - 30.95%	$409K - $412K	17.9K $882K
Jul 09, 2024 Q2 2021	Strategic Financial Partners, Ltd. Bend, OR	SELL	-	-8.24K - 63.48%	$419K - $422K	4.74K $233K
Jul 29, 2021 Q2 2021	Concord Wealth Partners	SELL	-	-8.29K - 91.57%	$421K - $424K	763 $37.5K
Aug 16, 2021 Q2 2021	Wetherby Asset Management Inc San Francisco, CA	SELL	-	-8.4K Closed	$427K - $430K	0 $0
Jul 19, 2021 Q2 2021	Mbe Wealth Management, LLC	SELL	-	-8.85K Closed	$450K - $453K	0 $0
Jul 28, 2021 Q2 2021	Camelot Portfolios, LLC	SELL	-	-9.01K - 54.44%	$458K - $461K	7.54K $371K
Sep 08, 2021 Q2 2021	J Arnold Wealth Management CO Youngstown, OH	SELL	-	-9.24K - 8.94%	$470K - $473K	94.1K $4.63M
Aug 13, 2021 Q2 2021	Lincoln National Corp	SELL	-	-9.3K - 6.67%	$473K - $476K	130K $6.39M
Aug 12, 2021 Q2 2021	Eqis Capital Management, Inc. San Rafael, CA	SELL	-	-9.43K - 24.63%	$479K - $483K	28.8K $1.42M
Jul 16, 2021 Q2 2021	Sterling Manor Financial, LLC	SELL	-	-9.87K Closed	$502K - $505K	0 $0
Aug 13, 2021 Q2 2021	Wagner Wealth Management, LLC Greenville, SC	SELL	-	-10.2K - 10.41%	$517K - $521K	87.6K $4.3M
Aug 17, 2021 Q2 2021	Northern Oak Wealth Management Inc Milwaukee, WI	SELL	-	-10.2K - 95.73%	$521K - $525K	457 $22.5K

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Account

Purchases and Sales Made in Q2 2021 in First Tr ETF Fd Iv First Tr Lo (LMBS)

-3.73K

-3.84K

-3.85K

-3.86K

-3.87K

-3.9K

-3.98K

-4K

-4.08K

-4.08K

-4.1K

-4.4K

-4.46K

-4.55K

-4.8K

-4.96K

-5.04K

-5.04K

-5.46K

-5.52K

-5.54K

-5.96K

-5.97K

-6.33K

-6.34K

-6.38K

-6.49K

-6.5K

-6.55K

-6.61K

-6.74K

-6.83K

-6.97K

-7.04K

-7.15K

-7.67K

-7.82K

-7.9K

-8.04K

-8.24K

-8.29K

-8.4K

-8.85K

-9.01K

-9.24K

-9.3K

-9.43K

-9.87K

-10.2K

-10.2K

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