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 10, 2021
Q2 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-11.1K- 13.69% |
$565K - $569K
|
70.1K
$3.45M
|
|
|
Aug 10, 2021
Q2 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-11.6K- 45.47% |
$588K - $592K
|
13.9K
$682K
|
|
|
Jul 12, 2021
Q2 2021
|
Cooper Financial Group
|
SELL
|
- |
-11.6KClosed |
$591K - $595K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-12.2K- 26.65% |
$623K - $627K
|
33.7K
$1.66M
|
|
|
Jul 15, 2021
Q2 2021
|
Ballew Advisors, Inc
|
SELL
|
- |
-12.3K- 45.08% |
$624K - $629K
|
15K
$735K
|
|
|
Jan 08, 2024
Q2 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-12.4K- 4.11% |
$632K - $637K
|
290K
$14.3M
|
|
|
Dec 13, 2023
Q2 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-13.2K- 74.78% |
$670K - $674K
|
4.44K
$218K
|
|
|
Aug 12, 2021
Q2 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-14KClosed |
$710K - $715K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-14.5K- 15.35% |
$736K - $742K
|
79.9K
$3.93M
|
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
SELL
|
- |
-17.8K- 4.83% |
$907K - $913K
|
351K
$17.3M
|
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-18.9K- 24.13% |
$960K - $967K
|
59.4K
$2.92M
|
|
|
Jul 21, 2021
Q2 2021
|
Patron Partners, LLC
|
SELL
|
- |
-20.7K- 81.88% |
$1.05M - $1.06M
|
4.59K
$225K
|
|
|
Aug 05, 2021
Q2 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-21.3K- 16.51% |
$1.08M - $1.09M
|
108K
$5.3M
|
|
|
Aug 13, 2021
Q2 2021
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-25.4K- 20.59% |
$1.29M - $1.3M
|
98K
$4.82M
|
|
|
Aug 17, 2021
Q2 2021
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-27.4KClosed |
$1.39M - $1.4M
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-27.4K- 19.84% |
$1.39M - $1.4M
|
111K
$5.45M
|
|
|
Aug 02, 2021
Q2 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-29.3KClosed |
$1.49M - $1.5M
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-29.4K- 84.45% |
$1.5M - $1.51M
|
5.42K
$266K
|
|
|
Jul 21, 2021
Q2 2021
|
Cambridge Advisors Inc.
|
SELL
|
- |
-37.1K- 55.66% |
$1.89M - $1.9M
|
29.6K
$1.45M
|
|
|
Aug 16, 2021
Q2 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-40.2K- 8.51% |
$2.04M - $2.06M
|
432K
$21.2M
|
|
|
Jul 29, 2021
Q2 2021
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-46.8K- 89.85% |
$2.38M - $2.4M
|
5.29K
$260K
|
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-52.7KClosed |
$2.68M - $2.7M
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-55.7K- 26.62% |
$2.83M - $2.85M
|
154K
$7.55M
|
|
|
Aug 10, 2021
Q2 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-60K- 29.96% |
$3.05M - $3.07M
|
140K
$6.9M
|
|
|
Aug 16, 2021
Q2 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-61K- 55.76% |
$3.1M - $3.12M
|
48.4K
$2.38M
|
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-62.9K- 45.57% |
$3.2M - $3.22M
|
75.1K
$3.69M
|
|
|
Aug 11, 2021
Q2 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-64.7K- 8.89% |
$3.29M - $3.31M
|
664K
$32.6M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-69.8K- 7.27% |
$3.55M - $3.57M
|
890K
$43.7M
|
|
|
Jul 21, 2021
Q2 2021
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-71K- 92.21% |
$3.61M - $3.63M
|
6K
$295K
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-83.7KClosed |
$4.26M - $4.29M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-84.9K- 93.02% |
$4.32M - $4.35M
|
6.37K
$313K
|
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-102K- 12.99% |
$5.19M - $5.23M
|
684K
$33.6M
|
|
|
Jul 28, 2021
Q2 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-130K- 64.4% |
$6.59M - $6.64M
|
71.7K
$3.52M
|
|
|
Jul 14, 2021
Q2 2021
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-131KClosed |
$6.66M - $6.71M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-181K- 32.23% |
$9.19M - $9.26M
|
380K
$18.7M
|
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-280K- 13.82% |
$14.2M - $14.3M
|
1.75M
$85.9M
|
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-301K- 19.97% |
$15.3M - $15.4M
|
1.21M
$59.3M
|
|
|
Aug 12, 2021
Q2 2021
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-307K- 94.88% |
$15.6M - $15.7M
|
16.6K
$816K
|
|
|
Aug 12, 2021
Q2 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-463K- 48.9% |
$23.5M - $23.7M
|
483K
$23.8M
|
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
SELL
|
- |
-714K- 40.96% |
$36.3M - $36.5M
|
1.03M
$50.6M
|
|
|
Aug 16, 2021
Q2 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.66M- 80.71% |
$135M - $136M
|
636K
$31.3M
|
|
|
Aug 05, 2021
Q2 2021
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-4.56M- 83.09% |
$232M - $233M
|
928K
$45.6M
|