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 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
186+ 15.45% |
$9.29K - $9.42K
|
1.39K
$67.6K
|
|
Feb 07, 2022
Q4 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
174New |
$8.69K - $8.82K
|
174
$8.46K
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
163+ 0.35% |
$8.15K - $8.26K
|
46.7K
$2.27M
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
157New |
$7.85K - $7.96K
|
157
$7.64K
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
150+ 1.3% |
$7.5K - $7.6K
|
11.7K
$567K
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
150+ 1.3% |
$7.5K - $7.6K
|
11.7K
$567K
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
55New |
$2.75K - $2.79K
|
55
$2.68K
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
40New |
$2K - $2.03K
|
40
$1.95K
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
28+ 0.13% |
$1.4K - $1.42K
|
21.8K
$1.06M
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
24+ 3.97% |
$1.2K - $1.22K
|
628
$30.5K
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
23+ 0.45% |
$1.15K - $1.17K
|
5.09K
$248K
|
|
Feb 14, 2022
Q4 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
7+ 0.1% |
$350 - $355
|
6.68K
$325K
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3+ 0.34% |
$150 - $152
|
886
$43.1K
|
|
Feb 01, 2022
Q4 2021
|
Platform Technology Partners
|
BUY
|
- |
3+ 0.03% |
$150 - $152
|
11.6K
$563K
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.07% |
$50 - $50.7
|
1.4K
$68.2K
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Dfpg Investments, LLC
|
SELL
|
- |
-46- 0.14% |
$2.3K - $2.33K
|
32.8K
$1.6M
|
|
Feb 10, 2022
Q4 2021
|
Pacific Sun Financial Corp
|
SELL
|
- |
-50- 0.68% |
$2.5K - $2.53K
|
7.32K
$356K
|
|
Jan 18, 2022
Q4 2021
|
Chiron Capital Management, LLC
|
SELL
|
- |
-51- 0.21% |
$2.55K - $2.58K
|
24.5K
$1.19M
|
|
Feb 09, 2022
Q4 2021
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-56- 0.14% |
$2.8K - $2.84K
|
40.3K
$1.96M
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-57- 0.6% |
$2.85K - $2.89K
|
9.4K
$457K
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-66- 1.02% |
$3.3K - $3.34K
|
6.4K
$311K
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-74- 0.07% |
$3.7K - $3.75K
|
100K
$4.88M
|
|
Jan 18, 2022
Q4 2021
|
Family Legacy, Inc.
|
SELL
|
- |
-77- 0.88% |
$3.85K - $3.9K
|
8.64K
$420K
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-78- 0.72% |
$3.9K - $3.95K
|
10.7K
$521K
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-94- 1.14% |
$4.7K - $4.76K
|
8.18K
$398K
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-99- 0.93% |
$4.95K - $5.02K
|
10.5K
$510K
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-103- 0.45% |
$5.15K - $5.22K
|
22.6K
$1.1M
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-103- 30.12% |
$5.15K - $5.22K
|
239
$11.6K
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-116Closed |
$5.8K - $5.88K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-133- 1.33% |
$6.65K - $6.74K
|
9.87K
$480K
|
|
Feb 02, 2022
Q4 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-140- 1.64% |
$7K - $7.09K
|
8.41K
$409K
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-146- 2.26% |
$7.3K - $7.4K
|
6.32K
$308K
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
SELL
|
- |
-151- 34.47% |
$7.55K - $7.65K
|
287
$14K
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-155- 0.54% |
$7.75K - $7.85K
|
28.3K
$1.38M
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-165Closed |
$8.25K - $8.36K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-176- 0.25% |
$8.79K - $8.92K
|
70.1K
$3.41M
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-187- 1.81% |
$9.34K - $9.48K
|
10.2K
$495K
|
|
Jan 20, 2022
Q4 2021
|
Patron Partners, LLC
|
SELL
|
- |
-200- 4.36% |
$9.99K - $10.1K
|
4.39K
$213K
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-241- 1.48% |
$12K - $12.2K
|
16K
$779K
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
SELL
|
- |
-242- 7.46% |
$12.1K - $12.3K
|
3K
$146K
|
|
Feb 10, 2022
Q4 2021
|
Antonetti Capital Management LLC
|
SELL
|
- |
-260- 43.33% |
$13K - $13.2K
|
340
$16.5K
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-270- 83.85% |
$13.5K - $13.7K
|
52
$2.53K
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-280- 1.2% |
$14K - $14.2K
|
23.1K
$1.12M
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-308- 0.98% |
$15.4K - $15.6K
|
31K
$1.51M
|
|
Feb 01, 2022
Q4 2021
|
Tfg Advisers LLC
|
SELL
|
- |
-360- 5.88% |
$18K - $18.2K
|
5.76K
$280K
|
|
Feb 14, 2022
Q4 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-366- 7.0% |
$18.3K - $18.5K
|
4.87K
$237K
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
SELL
|
- |
-372- 6.06% |
$18.6K - $18.8K
|
5.76K
$280K
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-380- 0.89% |
$19K - $19.3K
|
42.2K
$2.05M
|
|
Feb 02, 2022
Q4 2021
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-386- 6.06% |
$19.3K - $19.6K
|
5.98K
$291K
|