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 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.95K- 9.24% |
$142K - $145K
|
29K
$1.42M
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.09K- 1.88% |
$148K - $151K
|
161K
$7.85M
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.09K- 1.46% |
$148K - $151K
|
209K
$10.2M
|
|
Nov 17, 2023
Q2 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-3.1K- 30.54% |
$149K - $152K
|
7.05K
$344K
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-3.1KClosed |
$149K - $152K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Dfpg Investments, LLC
|
SELL
|
- |
-3.16K- 9.66% |
$152K - $155K
|
29.6K
$1.44M
|
|
Aug 02, 2022
Q2 2022
|
Rmr Wealth Builders
|
SELL
|
- |
-3.34K- 2.66% |
$160K - $164K
|
122K
$5.96M
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.75K- 0.47% |
$180K - $184K
|
787K
$38.4M
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.95K- 8.46% |
$189K - $193K
|
42.7K
$2.08M
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.02K- 5.65% |
$193K - $197K
|
67.1K
$3.27M
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-4.1KClosed |
$197K - $201K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-4.2K- 1.81% |
$201K - $205K
|
227K
$11.1M
|
|
Jul 15, 2022
Q2 2022
|
Strong Box Wealth, LLC
|
SELL
|
- |
-4.28KClosed |
$205K - $209K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-4.5KClosed |
$216K - $220K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Telos Capital Management, Inc.
|
SELL
|
- |
-4.51KClosed |
$216K - $221K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-4.51KClosed |
$216K - $221K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.74K- 6.0% |
$227K - $232K
|
74.2K
$3.62M
|
|
Aug 09, 2022
Q2 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-4.9K- 1.76% |
$235K - $240K
|
273K
$13.3M
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-5.03K- 21.17% |
$241K - $246K
|
18.7K
$914K
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-5.06K- 21.14% |
$243K - $248K
|
18.9K
$921K
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-5.09K- 28.09% |
$244K - $249K
|
13K
$635K
|
|
Aug 04, 2022
Q2 2022
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-5.13K- 7.15% |
$246K - $251K
|
66.6K
$3.25M
|
|
Aug 02, 2022
Q2 2022
|
Tanager Wealth Management LLP
|
SELL
|
- |
-5.14KClosed |
$247K - $252K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-5.23K- 31.57% |
$251K - $256K
|
11.3K
$552K
|
|
Aug 12, 2022
Q2 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-5.49K- 6.05% |
$263K - $269K
|
85.3K
$4.16M
|
|
Aug 02, 2022
Q2 2022
|
Moneywise, Inc.
|
SELL
|
- |
-5.52K- 13.43% |
$265K - $270K
|
35.6K
$1.73M
|
|
Jul 18, 2022
Q2 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-5.61K- 12.68% |
$269K - $274K
|
38.6K
$1.88M
|
|
Jul 12, 2022
Q2 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-5.66K- 9.21% |
$271K - $277K
|
55.8K
$2.72M
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.69K- 26.12% |
$273K - $278K
|
16.1K
$784K
|
|
Aug 15, 2022
Q2 2022
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-6K- 6.37% |
$288K - $294K
|
88.2K
$4.3M
|
|
Aug 16, 2022
Q2 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-6.46K- 28.89% |
$310K - $316K
|
15.9K
$775K
|
|
Aug 11, 2022
Q2 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-6.58KClosed |
$316K - $322K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.71K- 12.22% |
$322K - $328K
|
48.2K
$2.35M
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-6.8K- 12.42% |
$326K - $333K
|
48K
$2.34M
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-6.91K- 17.37% |
$331K - $338K
|
32.8K
$1.6M
|
|
Aug 15, 2022
Q2 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-6.98K- 48.89% |
$335K - $342K
|
7.3K
$356K
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-7.06K- 26.97% |
$339K - $346K
|
19.1K
$932K
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-7.26K- 59.69% |
$348K - $355K
|
4.9K
$239K
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.31K- 3.14% |
$351K - $358K
|
226K
$11M
|
|
Aug 10, 2022
Q2 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-7.35K- 3.37% |
$353K - $360K
|
211K
$10.3M
|
|
Aug 10, 2022
Q2 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-7.41K- 3.41% |
$356K - $363K
|
210K
$10.2M
|
|
Jul 13, 2022
Q2 2022
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-7.45KClosed |
$357K - $365K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Concentrum Wealth Management
|
SELL
|
- |
-7.5K- 23.38% |
$360K - $367K
|
24.6K
$1.2M
|
|
Jul 18, 2022
Q2 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-7.56K- 2.93% |
$363K - $370K
|
251K
$12.2M
|
|
Jul 20, 2022
Q2 2022
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-7.75K- 10.19% |
$372K - $380K
|
68.3K
$3.33M
|
|
Aug 10, 2022
Q2 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-8.15K- 61.67% |
$391K - $399K
|
5.06K
$247K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-8.21K- 3.45% |
$394K - $402K
|
230K
$11.2M
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-8.69KClosed |
$417K - $425K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Prism Advisors, Inc.
|
SELL
|
- |
-8.69K- 3.4% |
$417K - $426K
|
247K
$12M
|
|
Jul 13, 2022
Q2 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-8.77K- 39.28% |
$421K - $429K
|
13.6K
$661K
|