Purchases and Sales Made in Q2 2023 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 2023. 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 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7.59K+ 1.59% |
$361K - $367K
|
484K
$23.6M
|
|
|
Jul 19, 2023
Q2 2023
|
Searcy Financial Services Inc
|
BUY
|
- |
7.48K+ 1.62% |
$355K - $362K
|
469K
$22.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.38K+ 14.03% |
$350K - $357K
|
60K
$2.92M
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
6.97K+ 2.23% |
$331K - $337K
|
319K
$15.6M
|
|
|
Jul 07, 2023
Q2 2023
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
6.85K+ 2.46% |
$325K - $331K
|
285K
$13.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
6.08K+ 7.02% |
$289K - $294K
|
92.8K
$4.52M
|
|
|
Dec 02, 2024
Q2 2023
|
Cypress Capital, LLC
|
BUY
|
- |
6.07KNew |
$288K - $293K
|
6.07K
$296K
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
5.95KNew |
$283K - $288K
|
5.95K
$290K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.9K+ 63.18% |
$280K - $285K
|
15.2K
$744K
|
|
|
Aug 09, 2023
Q2 2023
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
- |
5.81KNew |
$276K - $281K
|
5.81K
$283K
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
5.74K+ 5.03% |
$273K - $277K
|
120K
$5.84M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.63K+ 4.67% |
$267K - $272K
|
126K
$6.15M
|
|
|
Jul 25, 2023
Q2 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
5.56KNew |
$264K - $269K
|
5.56K
$271K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
5.48K+ 5.18% |
$260K - $265K
|
111K
$5.43M
|
|
|
Jul 25, 2023
Q2 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
5.42K+ 23.72% |
$258K - $262K
|
28.3K
$1.38M
|
|
|
Jan 15, 2025
Q2 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
5.11K+ 45.36% |
$242K - $247K
|
16.4K
$798K
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.05K+ 26.45% |
$240K - $244K
|
24.1K
$1.18M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.98K+ 42.47% |
$237K - $241K
|
16.7K
$815K
|
|
|
Jul 13, 2023
Q2 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
4.89K+ 3.28% |
$232K - $236K
|
154K
$7.49M
|
|
|
Aug 01, 2023
Q2 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
4.84KNew |
$230K - $234K
|
4.84K
$236K
|
|
|
Jul 27, 2023
Q2 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
4.8K+ 6.86% |
$228K - $232K
|
74.8K
$3.65M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.73K+ 17.29% |
$225K - $229K
|
32.1K
$1.56M
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
4.49KNew |
$213K - $217K
|
4.49K
$219K
|
|
|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
4.4K+ 19.23% |
$209K - $213K
|
27.3K
$1.33M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.33K+ 1.77% |
$206K - $209K
|
249K
$12.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.23K+ 2.6% |
$201K - $204K
|
167K
$8.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.06K+ 15.38% |
$193K - $196K
|
30.5K
$1.49M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.58K+ 19.05% |
$170K - $173K
|
22.4K
$1.09M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.34K+ 5.43% |
$159K - $162K
|
64.9K
$3.17M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.31K+ 134.73% |
$157K - $160K
|
5.77K
$281K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.31K+ 6.65% |
$157K - $160K
|
53.1K
$2.59M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.14K+ 25.0% |
$149K - $152K
|
15.7K
$765K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.04K+ 1.34% |
$144K - $147K
|
230K
$11.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.83KNew |
$134K - $137K
|
2.83K
$138K
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.79K+ 22.35% |
$132K - $135K
|
15.3K
$744K
|
|
|
Jul 13, 2023
Q2 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
2.77K+ 2.66% |
$132K - $134K
|
107K
$5.21M
|
|
|
Jul 11, 2023
Q2 2023
|
Tl Private Wealth
|
BUY
|
- |
2.62K+ 0.9% |
$125K - $127K
|
293K
$14.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
2.44K+ 26.95% |
$116K - $118K
|
11.5K
$560K
|
|
|
Aug 09, 2023
Q2 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.41K+ 8.69% |
$114K - $116K
|
30.1K
$1.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.37K+ 10.46% |
$113K - $115K
|
25.1K
$1.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.35K+ 7.66% |
$112K - $113K
|
33K
$1.61M
|
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
2.32K+ 0.84% |
$110K - $112K
|
279K
$13.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.1K+ 2.97% |
$99.6K - $101K
|
72.8K
$3.55M
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2K+ 104.55% |
$95K - $96.7K
|
3.91K
$191K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.87K+ 72.49% |
$88.7K - $90.3K
|
4.45K
$217K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.85KNew |
$87.8K - $89.4K
|
1.85K
$90.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.73K+ 3.27% |
$81.9K - $83.4K
|
54.5K
$2.66M
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.69K+ 0.32% |
$80K - $81.4K
|
533K
$26M
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
1.66KNew |
$79K - $80.4K
|
1.66K
$81.1K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
1.47K+ 11.46% |
$69.7K - $70.9K
|
14.3K
$696K
|