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 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-407Closed |
$20.3K - $20.6K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-419- 7.31% |
$20.9K - $21.2K
|
5.31K
$258K
|
|
|
Jan 19, 2022
Q4 2021
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-500- 5.4% |
$25K - $25.3K
|
8.76K
$426K
|
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-513- 6.84% |
$25.6K - $26K
|
6.99K
$340K
|
|
|
Feb 10, 2022
Q4 2021
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-549- 0.24% |
$27.4K - $27.8K
|
227K
$11M
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-552- 98.92% |
$27.6K - $28K
|
6
$292
|
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-581- 9.65% |
$29K - $29.4K
|
5.44K
$265K
|
|
|
Jan 28, 2022
Q4 2021
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-615- 3.21% |
$30.7K - $31.2K
|
18.6K
$903K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-620- 4.11% |
$31K - $31.4K
|
14.5K
$704K
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-629- 1.01% |
$31.4K - $31.9K
|
61.7K
$3M
|
|
|
Jan 25, 2022
Q4 2021
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-672- 9.93% |
$33.6K - $34.1K
|
6.1K
$296K
|
|
|
Jan 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-673- 2.06% |
$33.6K - $34.1K
|
32K
$1.56M
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-684- 0.83% |
$34.2K - $34.7K
|
81.4K
$3.96M
|
|
|
Jan 12, 2022
Q4 2021
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-696- 2.96% |
$34.8K - $35.3K
|
22.8K
$1.11M
|
|
|
Jan 31, 2022
Q4 2021
|
Rda Financial Network
|
SELL
|
- |
-710- 11.32% |
$35.5K - $36K
|
5.56K
$271K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-806- 7.27% |
$40.3K - $40.8K
|
10.3K
$500K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-819- 2.41% |
$40.9K - $41.5K
|
33.1K
$1.61M
|
|
|
Jan 26, 2022
Q4 2021
|
Ballew Advisors, Inc
|
SELL
|
- |
-820- 4.61% |
$41K - $41.5K
|
17K
$826K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-900- 9.17% |
$45K - $45.6K
|
8.91K
$433K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-900- 48.1% |
$45K - $45.6K
|
971
$47.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-1K- 14.39% |
$50K - $50.7K
|
5.95K
$289K
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.06K- 8.0% |
$53K - $53.7K
|
12.2K
$593K
|
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1.17KClosed |
$58.3K - $59.1K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Avestar Capital, LLC
|
SELL
|
- |
-1.18K- 14.35% |
$59K - $59.8K
|
7.05K
$343K
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.2K- 7.71% |
$60.1K - $60.9K
|
14.4K
$699K
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.28K- 4.6% |
$64K - $64.9K
|
26.5K
$1.29M
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.34K- 53.89% |
$66.8K - $67.7K
|
1.14K
$55.6K
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-1.35K- 32.87% |
$67.7K - $68.6K
|
2.77K
$134K
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.5K- 10.42% |
$75K - $76K
|
12.9K
$627K
|
|
|
Feb 04, 2022
Q4 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-1.53K- 11.15% |
$76.7K - $77.7K
|
12.2K
$595K
|
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.64K- 12.87% |
$82.1K - $83.3K
|
11.1K
$541K
|
|
|
Jan 02, 2024
Q4 2021
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.92K- 13.65% |
$95.8K - $97.2K
|
12.1K
$590K
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.97KClosed |
$98.3K - $99.7K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Triumph Capital Management
|
SELL
|
- |
-2K- 4.17% |
$99.8K - $101K
|
45.9K
$2.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-2.12K- 12.67% |
$106K - $108K
|
14.6K
$712K
|
|
|
Jan 21, 2022
Q4 2021
|
Telos Capital Management, Inc.
|
SELL
|
- |
-2.13K- 25.12% |
$106K - $108K
|
6.35K
$309K
|
|
|
Feb 02, 2022
Q4 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-2.23K- 13.44% |
$111K - $113K
|
14.3K
$697K
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-2.23K- 26.45% |
$111K - $113K
|
6.2K
$302K
|
|
|
Jan 14, 2022
Q4 2021
|
Cambridge Advisors Inc.
|
SELL
|
- |
-2.25K- 7.59% |
$112K - $114K
|
27.4K
$1.33M
|
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-2.3K- 2.74% |
$115K - $116K
|
81.5K
$3.97M
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-2.37K- 22.39% |
$118K - $120K
|
8.2K
$399K
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.62K- 37.59% |
$131K - $133K
|
4.35K
$211K
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.62K- 37.59% |
$131K - $133K
|
4.35K
$211K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.66K- 34.11% |
$133K - $135K
|
5.14K
$250K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-2.69K- 51.71% |
$135K - $137K
|
2.52K
$122K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.74K- 30.02% |
$137K - $139K
|
6.4K
$311K
|
|
|
Jan 31, 2022
Q4 2021
|
Harvest Investment Services, LLC
|
SELL
|
- |
-2.79K- 27.21% |
$140K - $142K
|
7.48K
$364K
|
|
|
Jan 24, 2022
Q4 2021
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-2.88K- 25.88% |
$144K - $146K
|
8.25K
$401K
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-2.9KClosed |
$145K - $147K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-2.95K- 3.51% |
$147K - $149K
|
81.2K
$3.95M
|