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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2022
Q4 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
4.17K+ 10.73% |
$208K - $211K
|
43K
$2.09M
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4.04KNew |
$202K - $205K
|
4.04K
$196K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
4KNew |
$200K - $203K
|
4K
$195K
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4KNew |
$200K - $203K
|
4K
$194K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
3.87K+ 106.55% |
$193K - $196K
|
7.5K
$365K
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.81K+ 8.04% |
$190K - $193K
|
51.2K
$2.49M
|
|
|
Feb 07, 2022
Q4 2021
|
Atlas Private Wealth Management
|
BUY
|
- |
3.66K+ 2.52% |
$183K - $186K
|
149K
$7.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
3.56K+ 4.37% |
$178K - $180K
|
84.9K
$4.13M
|
|
|
Feb 15, 2022
Q4 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
3.5K+ 68.0% |
$175K - $177K
|
8.65K
$421K
|
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
BUY
|
- |
3.46K+ 10.24% |
$173K - $175K
|
37.2K
$1.81M
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3.43KNew |
$172K - $174K
|
3.43K
$167K
|
|
|
Feb 14, 2022
Q4 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
3.42K+ 60.25% |
$171K - $173K
|
9.09K
$442K
|
|
|
Feb 11, 2022
Q4 2021
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3.41K+ 2.45% |
$171K - $173K
|
143K
$6.93M
|
|
|
Jan 13, 2022
Q4 2021
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
3.38K+ 1.47% |
$169K - $171K
|
233K
$11.3M
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
3.25K+ 5.6% |
$162K - $164K
|
61.2K
$2.98M
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.08K+ 41.3% |
$154K - $156K
|
10.5K
$512K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
2.94K+ 57.24% |
$147K - $149K
|
8.07K
$392K
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
2.51KNew |
$125K - $127K
|
2.51K
$122K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.3K+ 229500.0% |
$115K - $116K
|
2.3K
$112K
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.1K+ 4.43% |
$105K - $107K
|
49.5K
$2.41M
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.63K+ 28.36% |
$81.4K - $82.5K
|
7.37K
$358K
|
|
|
Jan 19, 2022
Q4 2021
|
First Premier Bank
|
BUY
|
- |
1.61K+ 9.06% |
$80.5K - $81.6K
|
19.4K
$943K
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.59K+ 6.68% |
$79.3K - $80.4K
|
25.4K
$1.23M
|
|
|
Feb 10, 2022
Q4 2021
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
1.59K+ 0.67% |
$79.2K - $80.3K
|
237K
$11.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
1.58KNew |
$79K - $80.1K
|
1.58K
$76.9K
|
|
|
Feb 09, 2022
Q4 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.41K+ 3.86% |
$70.5K - $71.4K
|
37.9K
$1.85M
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.15KNew |
$57.4K - $58.2K
|
1.15K
$55.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.11K+ 7.7% |
$55.4K - $56.2K
|
15.5K
$754K
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.11K+ 7.7% |
$55.4K - $56.2K
|
15.5K
$754K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
1.02K+ 25.6% |
$51K - $51.7K
|
5.01K
$244K
|
|
|
Feb 02, 2022
Q4 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
995+ 0.43% |
$49.7K - $50.4K
|
231K
$11.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
917New |
$45.8K - $46.5K
|
917
$44.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
710+ 5.78% |
$35.5K - $36K
|
13K
$632K
|
|
|
Feb 04, 2022
Q4 2021
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
708+ 4.94% |
$35.4K - $35.9K
|
15K
$732K
|
|
|
Feb 07, 2022
Q4 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
693+ 14.7% |
$34.6K - $35.1K
|
5.41K
$263K
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
664+ 12.82% |
$33.2K - $33.6K
|
5.84K
$284K
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
557+ 2.26% |
$27.8K - $28.2K
|
25.2K
$1.23M
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
544+ 18133.33% |
$27.2K - $27.6K
|
547
$26.6K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
500New |
$25K - $25.3K
|
500
$24.3K
|
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
438+ 19.13% |
$21.9K - $22.2K
|
2.73K
$133K
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
423+ 0.73% |
$21.1K - $21.4K
|
58.5K
$2.85M
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
400New |
$20K - $20.3K
|
400
$19.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
397New |
$19.8K - $20.1K
|
397
$19.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
377+ 28.09% |
$18.8K - $19.1K
|
1.72K
$83.6K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
320+ 0.15% |
$16K - $16.2K
|
216K
$10.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
300New |
$15K - $15.2K
|
300
$14.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
288New |
$14.4K - $14.6K
|
288
$14K
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
280+ 1.04% |
$14K - $14.2K
|
27.2K
$1.32M
|
|
|
Feb 11, 2022
Q4 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
210New |
$10.5K - $10.6K
|
210
$10.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
198+ 380.77% |
$9.89K - $10K
|
250
$12.2K
|