Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
19.3KNew |
$964K - $977K
|
19.3K
$938K
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
18.5KNew |
$923K - $936K
|
18.5K
$898K
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
17.2K+ 18.04% |
$859K - $871K
|
112K
$5.47M
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
16K+ 12.68% |
$801K - $813K
|
143K
$6.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
15.8KNew |
$788K - $799K
|
15.8K
$767K
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
15.7KNew |
$783K - $794K
|
15.7K
$762K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
15.4K+ 2.32% |
$772K - $782K
|
682K
$33.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
14.9K+ 60.36% |
$746K - $757K
|
39.7K
$1.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
14.9K+ 46.99% |
$742K - $753K
|
46.5K
$2.26M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
14K+ 21.44% |
$698K - $708K
|
79.2K
$3.85M
|
|
|
Mar 18, 2022
Q4 2021
|
Mason & Associates Inc
|
BUY
|
- |
13.9KNew |
$693K - $703K
|
13.9K
$674K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
13.8K+ 3.5% |
$690K - $699K
|
408K
$19.8M
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
13.5K+ 138.41% |
$672K - $682K
|
23.2K
$1.13M
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
13.1KNew |
$655K - $664K
|
13.1K
$638K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13K+ 5.79% |
$649K - $658K
|
237K
$11.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
12.9K+ 23.61% |
$645K - $654K
|
67.6K
$3.29M
|
|
|
Feb 11, 2022
Q4 2021
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
12.5KNew |
$626K - $635K
|
12.5K
$609K
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
12.2KNew |
$611K - $620K
|
12.2K
$595K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.7K+ 25.9% |
$585K - $593K
|
56.9K
$2.77M
|
|
|
Feb 11, 2022
Q4 2021
|
Prism Advisors, Inc.
|
BUY
|
- |
11.4K+ 5.08% |
$572K - $580K
|
237K
$11.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
BUY
|
- |
11.3K+ 43.37% |
$564K - $572K
|
37.3K
$1.81M
|
|
|
Feb 15, 2022
Q4 2021
|
Flaharty Asset Management, LLC
|
BUY
|
- |
10.8K+ 4.64% |
$541K - $549K
|
244K
$11.9M
|
|
|
Feb 09, 2022
Q4 2021
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
10.6KNew |
$528K - $535K
|
10.6K
$514K
|
|
|
Mar 01, 2022
Q4 2021
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
10.5KNew |
$523K - $530K
|
10.5K
$509K
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
10.4KNew |
$518K - $526K
|
10.4K
$505K
|
|
|
Jan 19, 2022
Q4 2021
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
10.3K+ 12.52% |
$514K - $521K
|
92.5K
$4.5M
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
10.2KNew |
$511K - $518K
|
10.2K
$497K
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
9.71K+ 199.14% |
$485K - $492K
|
14.6K
$709K
|
|
|
Feb 09, 2022
Q4 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
8.59K+ 3.21% |
$429K - $435K
|
276K
$13.4M
|
|
|
Jan 26, 2022
Q4 2021
|
S.C. Financial Services, Inc.
|
BUY
|
- |
7.99KNew |
$399K - $405K
|
7.99K
$388K
|
|
|
Feb 24, 2022
Q4 2021
|
Compass Financial Advisors LLC
|
BUY
|
- |
7.96KNew |
$398K - $403K
|
7.96K
$387K
|
|
|
Feb 09, 2022
Q4 2021
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
7.93KNew |
$396K - $402K
|
7.93K
$386K
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
7.86K+ 2.52% |
$393K - $398K
|
320K
$15.6M
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
7.63K+ 37.12% |
$381K - $387K
|
28.2K
$1.37M
|
|
|
Feb 11, 2022
Q4 2021
|
True North Advisors, LLC
|
BUY
|
- |
7.5KNew |
$375K - $380K
|
7.5K
$365K
|
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
7.24K+ 9.91% |
$362K - $367K
|
80.3K
$3.91M
|
|
|
Jan 13, 2022
Q4 2021
|
Clarus Wealth Advisors
|
BUY
|
- |
7.12K+ 53.33% |
$356K - $361K
|
20.5K
$996K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.9K+ 12.95% |
$345K - $350K
|
60.2K
$2.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
6.84KNew |
$342K - $347K
|
6.84K
$333K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.45K+ 0.67% |
$322K - $327K
|
977K
$47.5M
|
|
|
Feb 15, 2022
Q4 2021
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
6.13KNew |
$306K - $310K
|
6.13K
$298K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.1KNew |
$305K - $309K
|
6.1K
$297K
|
|
|
Feb 14, 2022
Q4 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
5.9KNew |
$295K - $299K
|
5.9K
$287K
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.38K+ 21.1% |
$269K - $273K
|
30.9K
$1.5M
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
5.27K+ 44.02% |
$263K - $267K
|
17.2K
$839K
|
|
|
Feb 11, 2022
Q4 2021
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
5.17KNew |
$258K - $262K
|
5.17K
$251K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.85K+ 10.68% |
$242K - $246K
|
50.3K
$2.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
4.5KNew |
$225K - $228K
|
4.5K
$219K
|
|
|
Mar 15, 2022
Q4 2021
|
Security Financial Services, Inc.
|
BUY
|
- |
4.41KNew |
$220K - $223K
|
4.41K
$214K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.22K+ 1.15% |
$211K - $214K
|
373K
$18.1M
|