Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 24, 2021
Q3 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-462- 28.36% |
$23.3K - $23.5K
|
1.17K
$56.9K
|
|
|
Oct 21, 2021
Q3 2021
|
Tfg Advisers LLC
|
SELL
|
- |
-483- 7.32% |
$24.4K - $24.6K
|
6.12K
$298K
|
|
|
Oct 15, 2021
Q3 2021
|
Wt Wealth Management
|
SELL
|
- |
-496- 0.62% |
$25.1K - $25.3K
|
79.8K
$3.89M
|
|
|
Jul 09, 2024
Q3 2021
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-534- 11.27% |
$27K - $27.2K
|
4.21K
$205K
|
|
|
Nov 12, 2021
Q3 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-550- 6.04% |
$27.8K - $28K
|
8.55K
$417K
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-580- 4.62% |
$29.3K - $29.5K
|
12K
$584K
|
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-580- 6.36% |
$29.3K - $29.5K
|
8.55K
$417K
|
|
|
Oct 22, 2021
Q3 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-586- 2.13% |
$29.6K - $29.9K
|
26.9K
$1.31M
|
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-594- 19.82% |
$30K - $30.3K
|
2.4K
$117K
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-620- 4.47% |
$31.3K - $31.6K
|
13.3K
$646K
|
|
|
Nov 09, 2021
Q3 2021
|
Avestar Capital, LLC
|
SELL
|
- |
-660- 7.43% |
$33.3K - $33.6K
|
8.23K
$401K
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-715- 2.16% |
$36.1K - $36.4K
|
32.4K
$1.58M
|
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-729- 11.28% |
$36.8K - $37.1K
|
5.73K
$280K
|
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
SELL
|
- |
-763Closed |
$38.5K - $38.9K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-780- 6.55% |
$39.4K - $39.7K
|
11.1K
$543K
|
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-787Closed |
$39.8K - $40.1K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
SELL
|
- |
-834- 5.2% |
$42.1K - $42.5K
|
15.2K
$742K
|
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-836- 94.89% |
$42.2K - $42.6K
|
45
$2.19K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-848- 7.79% |
$42.8K - $43.2K
|
10K
$490K
|
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-852- 17.03% |
$43K - $43.4K
|
4.15K
$202K
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-861- 1.78% |
$43.5K - $43.9K
|
47.4K
$2.31M
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
SELL
|
- |
-940- 10.76% |
$47.5K - $47.9K
|
7.8K
$380K
|
|
|
Nov 15, 2021
Q3 2021
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1.02K- 3.03% |
$51.6K - $52K
|
32.7K
$1.59M
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.05K- 6.31% |
$53K - $53.5K
|
15.6K
$760K
|
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.1K- 37.07% |
$55.7K - $56.1K
|
1.87K
$91.2K
|
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
SELL
|
- |
-1.11K- 2.0% |
$56.3K - $56.7K
|
54.7K
$2.67M
|
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.17K- 9.96% |
$59K - $59.5K
|
10.6K
$515K
|
|
|
Nov 12, 2021
Q3 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.17K- 6.55% |
$59.3K - $59.8K
|
16.8K
$817K
|
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.19K- 4.6% |
$60.3K - $60.8K
|
24.7K
$1.21M
|
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.27K- 0.83% |
$64.3K - $64.8K
|
152K
$7.43M
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-1.45K- 1.74% |
$73.4K - $74K
|
82.1K
$4M
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-1.5K- 2.61% |
$75.9K - $76.5K
|
56K
$2.73M
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.57K- 2.19% |
$79.4K - $80K
|
70.3K
$3.43M
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.65K- 6.47% |
$83.1K - $83.8K
|
23.8K
$1.16M
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.67K- 3.54% |
$84.1K - $84.8K
|
45.4K
$2.21M
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.81K- 2.97% |
$91.5K - $92.3K
|
59.2K
$2.89M
|
|
|
Nov 12, 2021
Q3 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.86K- 19.85% |
$93.9K - $94.6K
|
7.5K
$366K
|
|
|
Nov 12, 2021
Q3 2021
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-1.94K- 0.85% |
$98.1K - $98.9K
|
228K
$11.1M
|
|
|
Nov 16, 2021
Q3 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.96K- 0.85% |
$99.2K - $100K
|
230K
$11.2M
|
|
|
Nov 24, 2021
Q3 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-2.09K- 29.81% |
$106K - $107K
|
4.93K
$240K
|
|
|
Oct 26, 2021
Q3 2021
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-2.1KClosed |
$106K - $107K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-2.11K- 5.59% |
$106K - $107K
|
35.6K
$1.73M
|
|
|
Oct 21, 2021
Q3 2021
|
1776 Wealth LLC
|
SELL
|
- |
-2.39K- 13.67% |
$121K - $122K
|
15.1K
$735K
|
|
|
Oct 22, 2021
Q3 2021
|
Ade, LLC
|
SELL
|
- |
-2.4K- 33.27% |
$121K - $122K
|
4.81K
$235K
|
|
|
Nov 08, 2021
Q3 2021
|
Shaker Investments LLC
|
SELL
|
- |
-2.58K- 11.36% |
$130K - $131K
|
20.1K
$981K
|
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
SELL
|
- |
-2.62K- 44.67% |
$132K - $133K
|
3.25K
$158K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.71K- 14.27% |
$137K - $138K
|
16.3K
$793K
|
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-2.76K- 31.03% |
$139K - $141K
|
6.13K
$299K
|
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-2.84KClosed |
$143K - $145K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.02K- 20.8% |
$153K - $154K
|
11.5K
$561K
|