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 |
---|---|---|---|---|---|---|---|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
BUY
|
- |
1.65K+ 33.28% |
$79.1K - $80.7K
|
6.6K
$322K
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
1.62KNew |
$77.8K - $79.4K
|
1.62K
$79.1K
|
|
Jul 28, 2022
Q2 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1.48K+ 1.82% |
$71.2K - $72.7K
|
83.1K
$4.05M
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
1.42K+ 0.49% |
$67.9K - $69.3K
|
288K
$14.1M
|
|
Aug 11, 2022
Q2 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
1.37KNew |
$65.6K - $66.9K
|
1.37K
$66.7K
|
|
Jul 29, 2022
Q2 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.29K+ 3.43% |
$61.8K - $63K
|
38.8K
$1.89M
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.22K+ 13.4% |
$58.7K - $59.9K
|
10.4K
$505K
|
|
Jul 26, 2022
Q2 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
1.2K+ 6.98% |
$57.5K - $58.7K
|
18.4K
$895K
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.19K+ 6.37% |
$57K - $58.2K
|
19.8K
$968K
|
|
Jul 26, 2022
Q2 2022
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.19K+ 5.54% |
$56.9K - $58K
|
22.6K
$1.1M
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.15K+ 7.5% |
$55.4K - $56.5K
|
16.5K
$806K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.09K+ 2.07% |
$52.2K - $53.2K
|
53.5K
$2.61M
|
|
Jul 13, 2022
Q2 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.01KNew |
$48.3K - $49.3K
|
1.01K
$49.1K
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
BUY
|
- |
980+ 10.17% |
$47K - $48K
|
10.6K
$518K
|
|
Aug 12, 2022
Q2 2022
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
909+ 19.89% |
$43.6K - $44.5K
|
5.48K
$267K
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
903+ 13.81% |
$43.3K - $44.2K
|
7.44K
$363K
|
|
Aug 15, 2022
Q2 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
894+ 14.78% |
$42.9K - $43.8K
|
6.94K
$338K
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
833+ 21.74% |
$40K - $40.8K
|
4.67K
$227K
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
757+ 0.92% |
$36.3K - $37.1K
|
82.9K
$4.04M
|
|
Aug 03, 2022
Q2 2022
|
Wealth Effects LLC
|
BUY
|
- |
756+ 0.94% |
$36.3K - $37K
|
80.9K
$3.94M
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
744+ 2.69% |
$35.7K - $36.4K
|
28.4K
$1.38M
|
|
Jul 11, 2022
Q2 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
737+ 9.35% |
$35.4K - $36.1K
|
8.62K
$420K
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
733+ 1.25% |
$35.2K - $35.9K
|
59.4K
$2.89M
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
683+ 5.03% |
$32.8K - $33.4K
|
14.3K
$696K
|
|
Aug 08, 2022
Q2 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
604+ 6.36% |
$29K - $29.6K
|
10.1K
$492K
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
550+ 42.31% |
$26.4K - $26.9K
|
1.85K
$90.2K
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
471+ 3.64% |
$22.6K - $23.1K
|
13.4K
$653K
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
392+ 9.14% |
$18.8K - $19.2K
|
4.68K
$228K
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
372+ 18.6% |
$17.8K - $18.2K
|
2.37K
$116K
|
|
Aug 01, 2022
Q2 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
363+ 0.91% |
$17.4K - $17.8K
|
40.4K
$1.97M
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
349New |
$16.7K - $17.1K
|
349
$17K
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
348New |
$16.7K - $17K
|
348
$17K
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
312+ 7.0% |
$15K - $15.3K
|
4.77K
$233K
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
299+ 1.26% |
$14.3K - $14.6K
|
24K
$1.17M
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
258+ 3.62% |
$12.4K - $12.6K
|
7.39K
$360K
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
249+ 1.66% |
$11.9K - $12.2K
|
15.2K
$742K
|
|
Jul 20, 2022
Q2 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
221+ 3.84% |
$10.6K - $10.8K
|
5.97K
$291K
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
146+ 405.56% |
$7.01K - $7.15K
|
182
$8.87K
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
117+ 1.78% |
$5.61K - $5.73K
|
6.69K
$326K
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
104+ 1.21% |
$4.99K - $5.09K
|
8.66K
$422K
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$4.8K - $4.9K
|
100
$4.88K
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
99New |
$4.75K - $4.85K
|
99
$4.83K
|
|
Jul 19, 2022
Q2 2022
|
Beacon Financial Group
|
BUY
|
- |
96+ 0.18% |
$4.61K - $4.7K
|
53.3K
$2.6M
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
64+ 0.47% |
$3.07K - $3.13K
|
13.8K
$673K
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
58New |
$2.78K - $2.84K
|
58
$2.83K
|
|
Jul 27, 2022
Q2 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
56+ 0.3% |
$2.69K - $2.74K
|
18.9K
$922K
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
48+ 0.41% |
$2.3K - $2.35K
|
11.7K
$573K
|
|
Jul 27, 2022
Q2 2022
|
Shaker Investments LLC
|
BUY
|
- |
37+ 0.27% |
$1.78K - $1.81K
|
13.7K
$668K
|
|
Jul 19, 2022
Q2 2022
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
26+ 0.42% |
$1.25K - $1.27K
|
6.15K
$300K
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
13+ 0.5% |
$624 - $636
|
2.62K
$128K
|