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 10, 2022
Q3 2022
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-10.3K- 11.64% |
$486K - $499K
|
78K
$3.8M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.5K- 4.09% |
$542K - $556K
|
268K
$13.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-11.7K- 27.42% |
$554K - $569K
|
31K
$1.51M
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
SELL
|
- |
-11.9K- 5.75% |
$564K - $579K
|
195K
$9.52M
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-12.3K- 6.3% |
$585K - $600K
|
184K
$8.96M
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-12.6K- 53.87% |
$599K - $614K
|
10.8K
$528K
|
|
|
Oct 17, 2022
Q3 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-13.1K- 24.13% |
$620K - $636K
|
41.2K
$2.01M
|
|
|
Oct 11, 2022
Q3 2022
|
Tl Private Wealth
|
SELL
|
- |
-13.6K- 3.79% |
$643K - $660K
|
345K
$16.8M
|
|
|
Oct 26, 2022
Q3 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-14K- 72.12% |
$663K - $680K
|
5.41K
$264K
|
|
|
Nov 10, 2022
Q3 2022
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-14.2K- 16.93% |
$671K - $688K
|
69.5K
$3.39M
|
|
|
Oct 06, 2022
Q3 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-15.1K- 49.3% |
$713K - $732K
|
15.5K
$756K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-15.7K- 42.98% |
$745K - $764K
|
20.9K
$1.02M
|
|
|
Oct 18, 2022
Q3 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-16.1K- 8.59% |
$764K - $783K
|
172K
$8.37M
|
|
|
Nov 10, 2022
Q3 2022
|
Hedeker Wealth, LLC
|
SELL
|
- |
-17.3K- 17.21% |
$820K - $841K
|
83.3K
$4.06M
|
|
|
Oct 21, 2022
Q3 2022
|
626 Financial, LLC
|
SELL
|
- |
-17.3K- 28.59% |
$820K - $842K
|
43.3K
$2.11M
|
|
|
Nov 02, 2022
Q3 2022
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-18.2K- 13.79% |
$863K - $885K
|
114K
$5.56M
|
|
|
Nov 04, 2022
Q3 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-18.3K- 9.42% |
$867K - $890K
|
176K
$8.59M
|
|
|
Nov 10, 2022
Q3 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-18.5K- 35.01% |
$878K - $901K
|
34.4K
$1.68M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-22.7K- 6.05% |
$1.08M - $1.1M
|
353K
$17.2M
|
|
|
Nov 17, 2023
Q3 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-23.1K- 78.16% |
$1.09M - $1.12M
|
6.45K
$314K
|
|
|
Dec 09, 2022
Q3 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-23.4K- 6.99% |
$1.11M - $1.14M
|
311K
$15.2M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-26.1K- 1.02% |
$1.24M - $1.27M
|
2.53M
$123M
|
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-29.1K- 13.04% |
$1.38M - $1.41M
|
194K
$9.47M
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-29.4K- 42.2% |
$1.39M - $1.43M
|
40.2K
$1.96M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-30.3K- 22.97% |
$1.43M - $1.47M
|
102K
$4.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-32K- 34.31% |
$1.51M - $1.55M
|
61.2K
$2.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-34.1K- 1.83% |
$1.61M - $1.66M
|
1.83M
$89.4M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-34.9K- 15.47% |
$1.65M - $1.7M
|
191K
$9.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-35.2K- 36.84% |
$1.67M - $1.71M
|
60.4K
$2.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-44.8K- 60.38% |
$2.12M - $2.18M
|
29.4K
$1.43M
|
|
|
Nov 04, 2022
Q3 2022
|
Cypress Capital Group
|
SELL
|
- |
-45.5K- 20.99% |
$2.15M - $2.21M
|
171K
$8.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-48.3K- 50.16% |
$2.29M - $2.35M
|
48K
$2.34M
|
|
|
Oct 11, 2022
Q3 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-59.8K- 57.3% |
$2.83M - $2.91M
|
44.6K
$2.17M
|
|
|
Oct 13, 2022
Q3 2022
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-60.8K- 51.67% |
$2.88M - $2.95M
|
56.9K
$2.78M
|
|
|
Nov 07, 2022
Q3 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-61.5K- 21.99% |
$2.91M - $2.99M
|
218K
$10.6M
|
|
|
Oct 31, 2022
Q3 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-66.3K- 31.46% |
$3.14M - $3.22M
|
144K
$7.05M
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-82.6K- 18.15% |
$3.91M - $4.01M
|
372K
$18.2M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-82.6K- 7.92% |
$3.91M - $4.01M
|
960K
$46.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Manchester Financial Inc
|
SELL
|
- |
-87.8K- 59.1% |
$4.16M - $4.27M
|
60.8K
$2.97M
|
|
|
Nov 04, 2022
Q3 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-92.3K- 17.09% |
$4.37M - $4.48M
|
448K
$21.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-112K- 17.22% |
$5.32M - $5.46M
|
540K
$26.4M
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-117KClosed |
$5.54M - $5.68M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-132K- 4.39% |
$6.25M - $6.42M
|
2.88M
$140M
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-142K- 54.88% |
$6.73M - $6.91M
|
117K
$5.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-150K- 10.39% |
$7.11M - $7.3M
|
1.3M
$63.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-164K- 95.74% |
$7.78M - $7.98M
|
7.31K
$357K
|
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-177K- 8.14% |
$8.38M - $8.6M
|
2M
$97.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-232K- 4.41% |
$11M - $11.3M
|
5.02M
$245M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-244K- 92.61% |
$11.5M - $11.8M
|
19.5K
$949K
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-332K- 22.56% |
$15.7M - $16.1M
|
1.14M
$55.6M
|