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 19, 2022
Q2 2022
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-8.97KClosed |
$430K - $439K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-9.41K- 8.96% |
$451K - $461K
|
95.6K
$4.66M
|
|
|
Aug 10, 2022
Q2 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-9.44K- 20.26% |
$453K - $462K
|
37.1K
$1.81M
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-9.78K- 20.33% |
$469K - $479K
|
38.3K
$1.87M
|
|
|
Jul 26, 2022
Q2 2022
|
Mason & Associates Inc
|
SELL
|
- |
-10.9KClosed |
$524K - $535K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-11.3K- 71.41% |
$542K - $553K
|
4.52K
$220K
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-11.3KClosed |
$544K - $555K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-12K- 12.92% |
$577K - $589K
|
81.1K
$3.95M
|
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-12.4K- 12.1% |
$596K - $609K
|
90.3K
$4.4M
|
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
SELL
|
- |
-13.4K- 10.68% |
$645K - $658K
|
112K
$5.48M
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-13.5K- 31.7% |
$648K - $661K
|
29.1K
$1.42M
|
|
|
Aug 01, 2022
Q2 2022
|
Essex LLC
|
SELL
|
- |
-13.8K- 24.35% |
$662K - $675K
|
42.9K
$2.09M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-13.8K- 25.28% |
$663K - $676K
|
40.8K
$1.99M
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-14.4K- 62.35% |
$689K - $703K
|
8.67K
$423K
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-14.4K- 42.62% |
$692K - $706K
|
19.4K
$947K
|
|
|
Aug 02, 2022
Q2 2022
|
Triumph Capital Management
|
SELL
|
- |
-16.2K- 21.0% |
$776K - $792K
|
60.8K
$2.97M
|
|
|
Aug 11, 2022
Q2 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-16.8K- 6.04% |
$808K - $825K
|
262K
$12.8M
|
|
|
Aug 03, 2022
Q2 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-17.6K- 8.58% |
$845K - $862K
|
188K
$9.15M
|
|
|
Jul 13, 2022
Q2 2022
|
Tl Private Wealth
|
SELL
|
- |
-18K- 4.77% |
$861K - $879K
|
358K
$17.5M
|
|
|
Jul 26, 2022
Q2 2022
|
First Premier Bank
|
SELL
|
- |
-18.1K- 89.22% |
$869K - $886K
|
2.19K
$107K
|
|
|
Jul 27, 2022
Q2 2022
|
Hightower 6 M Holding, LLC
|
SELL
|
- |
-19.7K- 8.68% |
$945K - $964K
|
207K
$10.1M
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-20.1K- 21.88% |
$964K - $984K
|
71.8K
$3.5M
|
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-21.7K- 13.97% |
$1.04M - $1.06M
|
134K
$6.53M
|
|
|
Aug 11, 2022
Q2 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-24.3KClosed |
$1.17M - $1.19M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-24.9K- 10.06% |
$1.2M - $1.22M
|
223K
$10.9M
|
|
|
Aug 08, 2022
Q2 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-25.8K- 12.41% |
$1.24M - $1.26M
|
182K
$8.89M
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-27.4K- 35.82% |
$1.31M - $1.34M
|
49K
$2.39M
|
|
|
Jul 21, 2022
Q2 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-28.4K- 34.39% |
$1.36M - $1.39M
|
54.2K
$2.64M
|
|
|
Aug 04, 2022
Q2 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-32.2K- 5.63% |
$1.54M - $1.58M
|
540K
$26.3M
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-36.6K- 16.23% |
$1.76M - $1.79M
|
189K
$9.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-36.7K- 12.23% |
$1.76M - $1.8M
|
263K
$12.8M
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-36.7KClosed |
$1.76M - $1.8M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-37.1KClosed |
$1.78M - $1.82M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-37.9K- 37.44% |
$1.82M - $1.85M
|
63.3K
$3.09M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-38.3K- 22.26% |
$1.84M - $1.88M
|
134K
$6.53M
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-38.5K- 22.63% |
$1.85M - $1.89M
|
132K
$6.43M
|
|
|
Jul 28, 2022
Q2 2022
|
Hedeker Wealth, LLC
|
SELL
|
- |
-40.7K- 28.78% |
$1.95M - $1.99M
|
101K
$4.91M
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-51.1K- 13.82% |
$2.45M - $2.5M
|
319K
$15.5M
|
|
|
Nov 30, 2023
Q2 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-56.5K- 25.55% |
$2.71M - $2.77M
|
165K
$8.03M
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-64.2K- 50.14% |
$3.08M - $3.14M
|
63.8K
$3.11M
|
|
|
Jul 26, 2022
Q2 2022
|
Wt Wealth Management
|
SELL
|
- |
-66.6KClosed |
$3.19M - $3.26M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-66.6K- 9.0% |
$3.2M - $3.26M
|
673K
$32.8M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-71.3K- 2.1% |
$3.42M - $3.49M
|
3.33M
$162M
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-82.4K- 7.06% |
$3.95M - $4.04M
|
1.09M
$52.9M
|
|
|
Jul 18, 2022
Q2 2022
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-85.9K- 37.03% |
$4.12M - $4.2M
|
146K
$7.12M
|
|
|
Jul 26, 2022
Q2 2022
|
Cypress Capital Group
|
SELL
|
- |
-87.9K- 28.86% |
$4.22M - $4.3M
|
217K
$10.6M
|
|
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-92.2K- 34.95% |
$4.42M - $4.51M
|
172K
$8.37M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-95.8K- 26.44% |
$4.6M - $4.69M
|
267K
$13M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-96.6K- 26.41% |
$4.63M - $4.73M
|
269K
$13.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-128K- 6.4% |
$6.13M - $6.25M
|
1.87M
$91.1M
|