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 |
---|---|---|---|---|---|---|---|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-269- 2.61% |
$12.7K - $13.1K
|
10.1K
$490K
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-285- 3.86% |
$13.5K - $13.8K
|
7.1K
$346K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-294- 2.6% |
$13.9K - $14.3K
|
11K
$537K
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-310- 1.64% |
$14.7K - $15.1K
|
18.6K
$905K
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-325- 2.26% |
$15.4K - $15.8K
|
14.1K
$685K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-353- 1.22% |
$16.7K - $17.1K
|
28.7K
$1.4M
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-363- 19.23% |
$17.2K - $17.6K
|
1.53K
$74.3K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-371- 1.39% |
$17.6K - $18K
|
26.2K
$1.28M
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-387- 1.73% |
$18.3K - $18.8K
|
22K
$1.07M
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-396- 44.1% |
$18.8K - $19.2K
|
502
$24.5K
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-400- 7.12% |
$18.9K - $19.4K
|
5.22K
$254K
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-408- 2.68% |
$19.3K - $19.8K
|
14.8K
$721K
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-425- 2.24% |
$20.1K - $20.6K
|
18.5K
$902K
|
|
Oct 20, 2022
Q3 2022
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-435- 3.13% |
$20.6K - $21.1K
|
13.5K
$656K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-442- 0.83% |
$20.9K - $21.5K
|
53K
$2.58M
|
|
Oct 28, 2022
Q3 2022
|
Keystone Financial Services
|
SELL
|
- |
-463- 8.55% |
$21.9K - $22.5K
|
4.95K
$241K
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-494- 5.7% |
$23.4K - $24K
|
8.17K
$398K
|
|
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-501- 6.07% |
$23.7K - $24.3K
|
7.75K
$377K
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-504- 1.05% |
$23.9K - $24.5K
|
47.6K
$2.32M
|
|
Oct 27, 2022
Q3 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-510- 6.99% |
$24.1K - $24.8K
|
6.79K
$330K
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-538- 1.64% |
$25.5K - $26.1K
|
32.3K
$1.57M
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-554- 10.01% |
$26.2K - $26.9K
|
4.98K
$243K
|
|
Oct 17, 2022
Q3 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-567- 6.58% |
$26.8K - $27.5K
|
8.05K
$392K
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
SELL
|
- |
-594- 21.89% |
$28.1K - $28.9K
|
2.12K
$103K
|
|
Nov 16, 2022
Q3 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-600- 4.57% |
$28.4K - $29.1K
|
12.5K
$610K
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-601- 4.59% |
$28.5K - $29.2K
|
12.5K
$608K
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-611- 2.38% |
$28.9K - $29.7K
|
25.1K
$1.22M
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-622- 2.03% |
$29.5K - $30.2K
|
30K
$1.46M
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-646- 2.4% |
$30.6K - $31.4K
|
26.2K
$1.28M
|
|
Nov 09, 2022
Q3 2022
|
Compass Financial Advisors LLC
|
SELL
|
- |
-661- 6.55% |
$31.3K - $32.1K
|
9.44K
$460K
|
|
Nov 14, 2022
Q3 2022
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-669- 3.54% |
$31.7K - $32.5K
|
18.2K
$888K
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-670- 6.47% |
$31.7K - $32.5K
|
9.69K
$472K
|
|
Nov 14, 2022
Q3 2022
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-726- 11.25% |
$34.4K - $35.3K
|
5.73K
$279K
|
|
Oct 17, 2022
Q3 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-752- 12.59% |
$35.6K - $36.5K
|
5.22K
$254K
|
|
Oct 12, 2022
Q3 2022
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-799- 79.34% |
$37.8K - $38.8K
|
208
$10.1K
|
|
Oct 25, 2022
Q3 2022
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-800- 13.68% |
$37.9K - $38.9K
|
5.05K
$246K
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-850- 7.71% |
$40.2K - $41.3K
|
10.2K
$496K
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-926- 1.89% |
$43.8K - $45K
|
48.1K
$2.34M
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-970- 1.79% |
$45.9K - $47.1K
|
53.1K
$2.59M
|
|
Nov 14, 2022
Q3 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-983- 17.4% |
$46.5K - $47.8K
|
4.67K
$227K
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.04K- 3.6% |
$49.4K - $50.7K
|
28K
$1.36M
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-1.09K- 23.26% |
$51.4K - $52.7K
|
3.58K
$174K
|
|
Oct 12, 2022
Q3 2022
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-1.11K- 1.63% |
$52.7K - $54.1K
|
67.2K
$3.27M
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.13K- 1.73% |
$53.4K - $54.8K
|
63.9K
$3.11M
|
|
Oct 27, 2022
Q3 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.21K- 11.12% |
$57.4K - $58.9K
|
9.7K
$472K
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-1.32K- 9.26% |
$62.7K - $64.3K
|
13K
$632K
|
|
Oct 26, 2022
Q3 2022
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-1.33K- 22.24% |
$63K - $64.6K
|
4.65K
$227K
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.34K- 4.62% |
$63.6K - $65.2K
|
27.7K
$1.35M
|
|
Oct 11, 2022
Q3 2022
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.38K- 10.85% |
$65.4K - $67.1K
|
11.3K
$553K
|
|
Oct 26, 2022
Q3 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.44K- 1.73% |
$68.2K - $70K
|
81.6K
$3.98M
|