Purchases and Sales Made in Q2 2022 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 2022. 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 03, 2022
Q2 2022
|
Stephens Inc
|
BUY
|
- |
10.1K+ 2.27% |
$484K - $494K
|
455K
$22.2M
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
9.93K+ 2.66% |
$476K - $486K
|
383K
$18.6M
|
|
Aug 15, 2022
Q2 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
8.62K+ 58.63% |
$414K - $422K
|
23.3K
$1.14M
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
8.52K+ 41.64% |
$409K - $417K
|
29K
$1.41M
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
8.25KNew |
$396K - $404K
|
8.25K
$402K
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
7.74K+ 60.09% |
$371K - $379K
|
20.6K
$1M
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7.72K+ 6.98% |
$370K - $378K
|
118K
$5.76M
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.38K+ 4528.83% |
$354K - $361K
|
7.55K
$368K
|
|
Aug 02, 2022
Q2 2022
|
Treynor Bancshares, Inc.
|
BUY
|
- |
7.38K+ 9.68% |
$354K - $361K
|
83.7K
$4.08M
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.13K+ 132.73% |
$342K - $349K
|
12.5K
$609K
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
7.1K+ 3.76% |
$341K - $348K
|
196K
$9.55M
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.07K+ 66.58% |
$339K - $346K
|
17.7K
$862K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.06K+ 7.15% |
$339K - $346K
|
106K
$5.15M
|
|
Jul 28, 2022
Q2 2022
|
Avestar Capital, LLC
|
BUY
|
- |
7.05K+ 92.86% |
$338K - $345K
|
14.6K
$713K
|
|
Aug 11, 2022
Q2 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
6.54K+ 14.1% |
$314K - $320K
|
52.9K
$2.58M
|
|
Jul 18, 2022
Q2 2022
|
Camelot Portfolios, LLC
|
BUY
|
- |
6.41KNew |
$307K - $314K
|
6.41K
$312K
|
|
Aug 15, 2022
Q2 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
6.04K+ 1447.72% |
$290K - $296K
|
6.45K
$314K
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.47K+ 4.14% |
$263K - $268K
|
138K
$6.7M
|
|
Dec 26, 2024
Q2 2022
|
Cypress Capital, LLC
|
BUY
|
- |
5.35KNew |
$257K - $262K
|
5.35K
$260K
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
5.18K+ 4.03% |
$249K - $254K
|
134K
$6.51M
|
|
Jul 12, 2022
Q2 2022
|
626 Financial, LLC
|
BUY
|
- |
5.17K+ 9.32% |
$248K - $253K
|
60.6K
$2.95M
|
|
Aug 11, 2022
Q2 2022
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
5.17KNew |
$248K - $253K
|
5.17K
$252K
|
|
Aug 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
5.14K+ 47.85% |
$247K - $252K
|
15.9K
$774K
|
|
Jul 27, 2022
Q2 2022
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
4.72K+ 1.45% |
$226K - $231K
|
330K
$16.1M
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
4.68K+ 25.94% |
$225K - $229K
|
22.7K
$1.11M
|
|
Jul 28, 2022
Q2 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
4.68KNew |
$225K - $229K
|
4.68K
$228K
|
|
Aug 15, 2022
Q2 2022
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
4.61KNew |
$221K - $226K
|
4.61K
$225K
|
|
Jul 27, 2022
Q2 2022
|
Presidio Capital Management, LLC
|
BUY
|
- |
4.6KNew |
$221K - $225K
|
4.6K
$224K
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.54K+ 24.74% |
$218K - $222K
|
22.9K
$1.11M
|
|
Aug 03, 2022
Q2 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
4.49KNew |
$216K - $220K
|
4.49K
$219K
|
|
Jul 27, 2022
Q2 2022
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
4.39K+ 4.3% |
$211K - $215K
|
106K
$5.18M
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
4.29K+ 13.28% |
$206K - $210K
|
36.6K
$1.78M
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.25KNew |
$204K - $208K
|
4.25K
$207K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
4.03K+ 4.32% |
$194K - $198K
|
97.3K
$4.74M
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
3.71K+ 8.28% |
$178K - $182K
|
48.6K
$2.37M
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
3.57K+ 5.4% |
$171K - $175K
|
69.6K
$3.39M
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
3.42KNew |
$164K - $167K
|
3.42K
$167K
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.37K+ 6.63% |
$161K - $165K
|
54.1K
$2.64M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.33K+ 0.26% |
$160K - $163K
|
1.27M
$61.9M
|
|
Aug 15, 2022
Q2 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.25K+ 45.13% |
$156K - $159K
|
10.5K
$509K
|
|
Aug 15, 2022
Q2 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
3.1K+ 0.94% |
$149K - $152K
|
334K
$16.3M
|
|
Aug 02, 2022
Q2 2022
|
Holistic Financial Partners
|
BUY
|
- |
2.94K+ 39.45% |
$141K - $144K
|
10.4K
$507K
|
|
Aug 04, 2022
Q2 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
2.33K+ 1.33% |
$112K - $114K
|
178K
$8.65M
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.2K+ 50.7% |
$106K - $108K
|
6.55K
$319K
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.2K+ 50.7% |
$106K - $108K
|
6.55K
$319K
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.17K+ 7.62% |
$104K - $106K
|
30.7K
$1.49M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.99K+ 2.61% |
$95.5K - $97.5K
|
78.2K
$3.81M
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1.87K+ 28.15% |
$89.8K - $91.6K
|
8.52K
$415K
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.78K+ 5.14% |
$85.4K - $87.1K
|
36.4K
$1.77M
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.75K+ 21.99% |
$84.1K - $85.8K
|
9.72K
$474K
|