Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
271+ 3.78% |
$12.8K - $13.2K
|
7.45K
$363K
|
|
|
Oct 24, 2022
Q3 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
252+ 2.88% |
$11.9K - $12.2K
|
9.01K
$439K
|
|
|
Nov 07, 2022
Q3 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
241+ 0.72% |
$11.4K - $11.7K
|
33.8K
$1.65M
|
|
|
Oct 14, 2022
Q3 2022
|
Petix & Botte CO
|
BUY
|
- |
170+ 0.08% |
$8.05K - $8.26K
|
207K
$10.1M
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
164+ 56.55% |
$7.77K - $7.97K
|
454
$22.1K
|
|
|
Oct 28, 2022
Q3 2022
|
Grove Bank & Trust
|
BUY
|
- |
161+ 0.12% |
$7.62K - $7.82K
|
138K
$6.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
127+ 5.82% |
$6.01K - $6.17K
|
2.31K
$112K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
123+ 1.44% |
$5.82K - $5.98K
|
8.64K
$421K
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
74+ 0.87% |
$3.5K - $3.59K
|
8.61K
$419K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
57+ 13.38% |
$2.7K - $2.77K
|
483
$23.5K
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
51+ 0.31% |
$2.41K - $2.48K
|
16.6K
$808K
|
|
|
Oct 20, 2022
Q3 2022
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
26+ 0.42% |
$1.23K - $1.26K
|
6.17K
$301K
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
23New |
$1.09K - $1.12K
|
23
$1.12K
|
|
|
Nov 14, 2022
Q3 2022
|
Family Legacy, Inc.
|
BUY
|
- |
21+ 0.24% |
$994 - $1.02K
|
8.62K
$420K
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
21+ 0.35% |
$994 - $1.02K
|
6.1K
$297K
|
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
18+ 0.41% |
$852 - $874
|
4.43K
$216K
|
|
|
Oct 21, 2022
Q3 2022
|
Tfg Advisers LLC
|
BUY
|
- |
16+ 0.27% |
$758 - $777
|
5.84K
$284K
|
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3+ 0.34% |
$142 - $146
|
893
$43.5K
|
|
|
Oct 03, 2022
Q3 2022
|
M&R Capital Management Inc
|
BUY
|
- |
3+ 0.6% |
$142 - $146
|
505
$24.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
2+ 0.04% |
$94.7 - $97.2
|
4.68K
$228K
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.35% |
$47.4 - $48.6
|
289
$14.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-2- 0.03% |
$94.7 - $97.2
|
6.95K
$339K
|
|
|
Oct 13, 2022
Q3 2022
|
Beacon Financial Group
|
SELL
|
- |
-5- 0.01% |
$237 - $243
|
53.3K
$2.59M
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-5- 2.08% |
$237 - $243
|
235
$11.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-7- 0.01% |
$331 - $340
|
48.6K
$2.37M
|
|
|
Nov 01, 2022
Q3 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-10- 0.06% |
$474 - $486
|
15.6K
$760K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-16- 22.54% |
$758 - $777
|
55
$2.68K
|
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-29- 0.8% |
$1.37K - $1.41K
|
3.59K
$175K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-39- 37.86% |
$1.85K - $1.89K
|
64
$3.12K
|
|
|
Jan 02, 2024
Q3 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-59- 0.55% |
$2.79K - $2.87K
|
10.6K
$518K
|
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-60- 0.12% |
$2.84K - $2.91K
|
48.3K
$2.35M
|
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
SELL
|
- |
-68- 0.06% |
$3.22K - $3.3K
|
112K
$5.47M
|
|
|
Oct 11, 2022
Q3 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-95- 0.7% |
$4.5K - $4.62K
|
13.5K
$655K
|
|
|
Oct 24, 2022
Q3 2022
|
Platform Technology Partners
|
SELL
|
- |
-97- 0.96% |
$4.59K - $4.71K
|
10K
$487K
|
|
|
Nov 15, 2022
Q3 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-100- 0.82% |
$4.74K - $4.86K
|
12.1K
$587K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-101- 11.72% |
$4.78K - $4.91K
|
761
$37.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-134- 23.18% |
$6.34K - $6.51K
|
444
$21.6K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-143- 78.57% |
$6.77K - $6.95K
|
39
$1.9K
|
|
|
Oct 11, 2022
Q3 2022
|
Ballew Advisors, Inc
|
SELL
|
- |
-146- 0.8% |
$6.91K - $7.09K
|
18.2K
$887K
|
|
|
Oct 13, 2022
Q3 2022
|
Patten Group, Inc.
|
SELL
|
- |
-157- 0.7% |
$7.43K - $7.63K
|
22.2K
$1.08M
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-159- 1.6% |
$7.53K - $7.72K
|
9.75K
$475K
|
|
|
Nov 09, 2022
Q3 2022
|
Holistic Financial Partners
|
SELL
|
- |
-166- 1.6% |
$7.86K - $8.06K
|
10.2K
$499K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-167- 0.94% |
$7.91K - $8.11K
|
17.5K
$854K
|
|
|
Nov 01, 2022
Q3 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-200- 4.08% |
$9.47K - $9.72K
|
4.7K
$229K
|
|
|
Oct 11, 2022
Q3 2022
|
Rda Financial Network
|
SELL
|
- |
-200- 3.66% |
$9.47K - $9.72K
|
5.27K
$256K
|
|
|
Nov 14, 2022
Q3 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-205- 0.88% |
$9.71K - $9.96K
|
23.1K
$1.13M
|
|
|
Nov 09, 2022
Q3 2022
|
Archer Investment Corp
|
SELL
|
- |
-218- 0.51% |
$10.3K - $10.6K
|
42.7K
$2.08M
|
|
|
Oct 13, 2022
Q3 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-230- 2.73% |
$10.9K - $11.2K
|
8.18K
$398K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-262- 31.01% |
$12.4K - $12.7K
|
583
$28.4K
|