Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
826+ 26.2% |
$38.9K - $39.6K
|
3.98K
$196K
|
|
Oct 23, 2023
Q3 2023
|
Moneywise, Inc.
|
BUY
|
- |
811+ 3.13% |
$38.2K - $38.9K
|
26.7K
$1.31M
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
801+ 14.54% |
$37.8K - $38.4K
|
6.31K
$311K
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
795+ 0.56% |
$37.5K - $38.1K
|
144K
$7.07M
|
|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
683+ 0.83% |
$32.2K - $32.7K
|
83.3K
$4.1M
|
|
Nov 01, 2023
Q3 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
649+ 3.66% |
$30.6K - $31.1K
|
18.4K
$904K
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
617+ 10.41% |
$29.1K - $29.6K
|
6.54K
$322K
|
|
Oct 31, 2023
Q3 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
601+ 2.12% |
$28.3K - $28.8K
|
28.9K
$1.42M
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
499New |
$23.5K - $23.9K
|
499
$24.6K
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
380+ 7.43% |
$17.9K - $18.2K
|
5.5K
$270K
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
357+ 2.47% |
$16.8K - $17.1K
|
14.8K
$728K
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
332+ 0.22% |
$15.7K - $15.9K
|
149K
$7.35M
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
320+ 23.02% |
$15.1K - $15.3K
|
1.71K
$84.1K
|
|
Oct 26, 2023
Q3 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
281+ 0.3% |
$13.2K - $13.5K
|
95.5K
$4.7M
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
221New |
$10.4K - $10.6K
|
221
$10.9K
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
216+ 2.87% |
$10.2K - $10.4K
|
7.74K
$381K
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
207New |
$9.76K - $9.92K
|
207
$10.2K
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
183New |
$8.63K - $8.77K
|
183
$9K
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
172+ 0.85% |
$8.11K - $8.25K
|
20.3K
$999K
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
168+ 0.34% |
$7.92K - $8.05K
|
49.5K
$2.44M
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
147+ 18.19% |
$6.93K - $7.05K
|
955
$47K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
117+ 1.09% |
$5.52K - $5.61K
|
10.9K
$536K
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
101+ 0.38% |
$4.76K - $4.84K
|
26.8K
$1.32M
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
90+ 0.54% |
$4.24K - $4.31K
|
16.6K
$817K
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
63+ 300.0% |
$2.97K - $3.02K
|
84
$4.13K
|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
58+ 1.04% |
$2.73K - $2.78K
|
5.61K
$276K
|
|
Oct 31, 2023
Q3 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
50+ 0.95% |
$2.36K - $2.4K
|
5.3K
$261K
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
44+ 0.94% |
$2.07K - $2.11K
|
4.75K
$234K
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
41+ 0.87% |
$1.93K - $1.97K
|
4.78K
$235K
|
|
Oct 20, 2023
Q3 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
37+ 0.34% |
$1.74K - $1.77K
|
10.9K
$534K
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
33+ 0.07% |
$1.56K - $1.58K
|
44.5K
$2.19M
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
33+ 0.43% |
$1.56K - $1.58K
|
7.72K
$380K
|
|
Oct 31, 2023
Q3 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
19+ 0.39% |
$896 - $911
|
4.86K
$239K
|
|
Jul 10, 2024
Q3 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
3+ 0.07% |
$141 - $144
|
4.35K
$214K
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
3+ 1.43% |
$141 - $144
|
213
$10.5K
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2+ 0.04% |
$94.3 - $95.9
|
5.36K
$264K
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1+ 1.52% |
$47.2 - $47.9
|
67
$3.3K
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1+ 0.01% |
$47.2 - $47.9
|
20K
$983K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-3- 1.2% |
$141 - $144
|
247
$12.2K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-13- 0.09% |
$613 - $623
|
13.9K
$681K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-14- 0.93% |
$660 - $671
|
1.5K
$73.6K
|
|
Oct 24, 2023
Q3 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-15- 0.16% |
$707 - $719
|
9.41K
$463K
|
|
Oct 30, 2023
Q3 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-30- 0.59% |
$1.41K - $1.44K
|
5.05K
$248K
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-35- 72.92% |
$1.65K - $1.68K
|
13
$640
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-53- 12.8% |
$2.5K - $2.54K
|
361
$17.8K
|
|
Nov 13, 2023
Q3 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-62- 1.06% |
$2.92K - $2.97K
|
5.77K
$284K
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-73- 0.96% |
$3.44K - $3.5K
|
7.54K
$371K
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-76- 0.43% |
$3.58K - $3.64K
|
17.6K
$867K
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-80- 1.67% |
$3.77K - $3.84K
|
4.71K
$232K
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-87- 6.67% |
$4.1K - $4.17K
|
1.22K
$59.9K
|