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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-584- 5.84% |
$27.7K - $28.2K
|
9.42K
$458K
|
|
|
Jul 24, 2023
Q2 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-603- 9.66% |
$28.6K - $29.1K
|
5.64K
$274K
|
|
|
Jul 14, 2023
Q2 2023
|
626 Financial, LLC
|
SELL
|
- |
-626- 1.88% |
$29.7K - $30.3K
|
32.7K
$1.59M
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
SELL
|
- |
-647- 7.42% |
$30.7K - $31.3K
|
8.07K
$393K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-649- 4.47% |
$30.8K - $31.4K
|
13.9K
$674K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-670- 45.33% |
$31.8K - $32.4K
|
808
$39.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Prism Advisors, Inc.
|
SELL
|
- |
-754- 0.32% |
$35.8K - $36.4K
|
235K
$11.4M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-775- 1.71% |
$36.8K - $37.5K
|
44.5K
$2.16M
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-871- 17.12% |
$41.4K - $42.1K
|
4.22K
$205K
|
|
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-887- 0.16% |
$42.1K - $42.9K
|
553K
$26.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-969- 1.77% |
$46K - $46.8K
|
53.8K
$2.62M
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-985- 43.03% |
$46.8K - $47.6K
|
1.3K
$63.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.08K- 18.5% |
$51.1K - $52K
|
4.74K
$230K
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.08K- 10.51% |
$51.5K - $52.4K
|
9.23K
$449K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.1K- 13.29% |
$52.3K - $53.2K
|
7.19K
$349K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.14K- 3.8% |
$54.2K - $55.2K
|
28.9K
$1.41M
|
|
|
Aug 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-1.23K- 16.02% |
$58.4K - $59.4K
|
6.45K
$314K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.24K- 2.97% |
$58.9K - $60K
|
40.6K
$1.97M
|
|
|
Aug 10, 2023
Q2 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.24K- 1.45% |
$59K - $60K
|
84.2K
$4.1M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.29K- 5.84% |
$61.2K - $62.2K
|
20.8K
$1.01M
|
|
|
Aug 04, 2023
Q2 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.36K- 20.95% |
$64.4K - $65.5K
|
5.12K
$249K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.42K- 3.52% |
$67.5K - $68.6K
|
38.9K
$1.89M
|
|
|
Jul 06, 2023
Q2 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-1.55K- 2.67% |
$73.8K - $75.1K
|
56.5K
$2.75M
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-1.63K- 1.08% |
$77.2K - $78.6K
|
149K
$7.25M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.75K- 26.75% |
$83.1K - $84.6K
|
4.79K
$233K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.81K- 2.4% |
$86K - $87.5K
|
73.6K
$3.58M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.87K- 20.81% |
$88.7K - $90.3K
|
7.11K
$346K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.87K- 20.69% |
$89K - $90.6K
|
7.18K
$349K
|
|
|
Jul 27, 2023
Q2 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-2K- 17.05% |
$95.2K - $96.9K
|
9.75K
$474K
|
|
|
Aug 07, 2023
Q2 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-2.06K- 9.49% |
$97.8K - $99.5K
|
19.6K
$955K
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.28K- 9.71% |
$108K - $110K
|
21.2K
$1.03M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.29K- 11.19% |
$109K - $110K
|
18.1K
$882K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.31K- 17.65% |
$110K - $112K
|
10.8K
$524K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.35K- 0.6% |
$111K - $113K
|
391K
$19M
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.37K- 15.07% |
$113K - $115K
|
13.4K
$650K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.52K- 24.67% |
$120K - $122K
|
7.7K
$374K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-2.53K- 4.46% |
$120K - $122K
|
54.2K
$2.64M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-2.54K- 44.61% |
$121K - $123K
|
3.15K
$153K
|
|
|
Aug 04, 2023
Q2 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-2.7K- 3.27% |
$128K - $130K
|
79.7K
$3.87M
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-2.95K- 7.93% |
$140K - $143K
|
34.3K
$1.67M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.03K- 0.23% |
$144K - $146K
|
1.33M
$64.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.16K- 11.46% |
$150K - $153K
|
24.4K
$1.19M
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-3.27K- 4.4% |
$155K - $158K
|
70.9K
$3.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-3.32K- 38.15% |
$158K - $160K
|
5.38K
$262K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.36K- 34.11% |
$160K - $162K
|
6.5K
$316K
|
|
|
Jul 31, 2023
Q2 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-3.38K- 16.11% |
$160K - $163K
|
17.6K
$855K
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-3.57K- 8.51% |
$170K - $173K
|
38.4K
$1.87M
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-3.63K- 66.51% |
$173K - $176K
|
1.83K
$89K
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-3.72K- 9.25% |
$177K - $180K
|
36.5K
$1.78M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.89K- 18.21% |
$185K - $188K
|
17.5K
$851K
|