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 13, 2023
Q3 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-101- 0.99% |
$4.76K - $4.84K
|
10.1K
$498K
|
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-129- 0.38% |
$6.08K - $6.18K
|
33.6K
$1.66M
|
|
|
Oct 05, 2023
Q3 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-132- 2.52% |
$6.22K - $6.33K
|
5.1K
$251K
|
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-145- 2.24% |
$6.84K - $6.95K
|
6.33K
$312K
|
|
|
Nov 14, 2023
Q3 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-164- 2.52% |
$7.73K - $7.86K
|
6.35K
$312K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-174- 2.42% |
$8.2K - $8.34K
|
7.01K
$345K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-175- 0.84% |
$8.25K - $8.39K
|
20.6K
$1.01M
|
|
|
Nov 16, 2023
Q3 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-196- 1.77% |
$9.24K - $9.4K
|
10.9K
$534K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-227- 0.38% |
$10.7K - $10.9K
|
60K
$2.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-228- 1.5% |
$10.8K - $10.9K
|
15K
$739K
|
|
|
Oct 25, 2023
Q3 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-238- 4.22% |
$11.2K - $11.4K
|
5.4K
$266K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-255- 16.45% |
$12K - $12.2K
|
1.3K
$63.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-260- 2.67% |
$12.3K - $12.5K
|
9.49K
$467K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-268- 4.13% |
$12.6K - $12.8K
|
6.23K
$306K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-285- 8.86% |
$13.4K - $13.7K
|
2.93K
$144K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-290- 68.72% |
$13.7K - $13.9K
|
132
$6.49K
|
|
|
Jan 24, 2024
Q3 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-299- 1.1% |
$14.1K - $14.3K
|
27K
$1.33M
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-311- 4.38% |
$14.7K - $14.9K
|
6.8K
$334K
|
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-326- 5.56% |
$15.4K - $15.6K
|
5.53K
$272K
|
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-327- 0.9% |
$15.4K - $15.7K
|
36.2K
$1.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-330- 15.6% |
$15.6K - $15.8K
|
1.79K
$87.9K
|
|
|
Oct 12, 2023
Q3 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-350- 10.29% |
$16.5K - $16.8K
|
3.05K
$150K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-378- 5.26% |
$17.8K - $18.1K
|
6.81K
$335K
|
|
|
Nov 13, 2023
Q3 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-406- 2.13% |
$19.1K - $19.5K
|
18.7K
$920K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-407- 3.05% |
$19.2K - $19.5K
|
13K
$637K
|
|
|
Oct 27, 2023
Q3 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-407- 7.23% |
$19.2K - $19.5K
|
5.22K
$257K
|
|
|
Oct 10, 2023
Q3 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-436- 2.42% |
$20.6K - $20.9K
|
17.6K
$866K
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-450- 7.34% |
$21.2K - $21.6K
|
5.68K
$280K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-497- 37.59% |
$23.4K - $23.8K
|
825
$40.6K
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-504- 5.46% |
$23.8K - $24.2K
|
8.73K
$429K
|
|
|
Oct 17, 2023
Q3 2023
|
Friedenthal Financial
|
SELL
|
- |
-550- 1.1% |
$25.9K - $26.4K
|
49.5K
$2.44M
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-559- 5.87% |
$26.4K - $26.8K
|
8.96K
$441K
|
|
|
Nov 13, 2023
Q3 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-568- 1.89% |
$26.8K - $27.2K
|
29.5K
$1.45M
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-587- 0.26% |
$27.7K - $28.1K
|
228K
$11.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-617- 4.06% |
$29.1K - $29.6K
|
14.6K
$718K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-631- 24.71% |
$29.8K - $30.3K
|
1.92K
$94.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-635- 0.76% |
$29.9K - $30.4K
|
82.9K
$4.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-635- 41.97% |
$29.9K - $30.4K
|
878
$43.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
SELL
|
- |
-650- 8.05% |
$30.6K - $31.2K
|
7.42K
$365K
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
SELL
|
- |
-667- 3.48% |
$31.4K - $32K
|
18.5K
$909K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-670- 5.35% |
$31.6K - $32.1K
|
11.8K
$583K
|
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
SELL
|
- |
-695- 10.79% |
$32.8K - $33.3K
|
5.75K
$283K
|
|
|
Oct 04, 2023
Q3 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-699- 2.53% |
$33K - $33.5K
|
27K
$1.33M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-702- 70.77% |
$33.1K - $33.7K
|
290
$14.3K
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-719- 2.1% |
$33.9K - $34.5K
|
33.6K
$1.65M
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-739- 1.64% |
$34.8K - $35.4K
|
44.5K
$2.19M
|
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-742- 0.22% |
$35K - $35.6K
|
338K
$16.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-804- 0.64% |
$37.9K - $38.5K
|
125K
$6.16M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-808- 43.7% |
$38.1K - $38.7K
|
1.04K
$51.2K
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-827- 7.13% |
$39K - $39.6K
|
10.8K
$530K
|