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 19, 2022
Q4 2021
|
Wt Wealth Management
|
SELL
|
- |
-3.01K- 3.77% |
$151K - $153K
|
76.8K
$3.73M
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.1K- 3.26% |
$155K - $157K
|
91.9K
$4.47M
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-3.5K- 7.6% |
$175K - $177K
|
42.6K
$2.07M
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.55K- 5.99% |
$177K - $180K
|
55.6K
$2.71M
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-3.88K- 8.12% |
$194K - $197K
|
43.9K
$2.14M
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-3.95K- 68.81% |
$198K - $200K
|
1.79K
$87.2K
|
|
Jan 20, 2022
Q4 2021
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-3.97K- 35.16% |
$198K - $201K
|
7.32K
$356K
|
|
Feb 11, 2022
Q4 2021
|
Sargent Investment Group, LLC
|
SELL
|
- |
-4K- 16.01% |
$200K - $203K
|
21K
$1.02M
|
|
Feb 02, 2022
Q4 2021
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-4KClosed |
$200K - $203K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.06K- 35.83% |
$203K - $206K
|
7.27K
$354K
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.15KClosed |
$207K - $210K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-4.39K- 43.69% |
$219K - $222K
|
5.65K
$275K
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-4.44K- 51.96% |
$222K - $225K
|
4.11K
$200K
|
|
Feb 07, 2022
Q4 2021
|
Rede Wealth, LLC
|
SELL
|
- |
-4.56K- 5.13% |
$228K - $231K
|
84.3K
$4.1M
|
|
Jan 18, 2022
Q4 2021
|
Acg Wealth
|
SELL
|
- |
-4.67K- 4.63% |
$233K - $237K
|
96.1K
$4.67M
|
|
Jan 18, 2022
Q4 2021
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-4.9KClosed |
$245K - $248K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-4.93KClosed |
$246K - $250K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-5.02K- 8.23% |
$251K - $254K
|
56K
$2.72M
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-5.12KClosed |
$256K - $259K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-5.14K- 27.39% |
$257K - $260K
|
13.6K
$663K
|
|
Feb 18, 2022
Q4 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-5.43K- 25.72% |
$271K - $275K
|
15.7K
$762K
|
|
Feb 10, 2022
Q4 2021
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-6.14K- 51.95% |
$307K - $311K
|
5.68K
$276K
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-6.27K- 19.33% |
$313K - $318K
|
26.2K
$1.27M
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-6.47K- 45.39% |
$323K - $328K
|
7.79K
$379K
|
|
Feb 08, 2022
Q4 2021
|
Shaker Investments LLC
|
SELL
|
- |
-6.49K- 32.26% |
$324K - $329K
|
13.6K
$663K
|
|
Feb 04, 2022
Q4 2021
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-6.53KClosed |
$327K - $331K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Mattern Wealth Management LLC
|
SELL
|
- |
-6.66K- 23.41% |
$333K - $337K
|
21.8K
$1.06M
|
|
Jan 12, 2022
Q4 2021
|
Center For Asset Management LLC
|
SELL
|
- |
-6.77KClosed |
$338K - $343K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Strong Box Wealth, LLC
|
SELL
|
- |
-6.8K- 26.29% |
$340K - $345K
|
19.1K
$927K
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.84K- 5.44% |
$342K - $347K
|
119K
$5.79M
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-6.9K- 21.9% |
$345K - $350K
|
24.6K
$1.2M
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-7.43K- 95.27% |
$371K - $376K
|
369
$17.9K
|
|
Jan 12, 2022
Q4 2021
|
Moneywise, Inc.
|
SELL
|
- |
-7.67K- 14.46% |
$383K - $389K
|
45.4K
$2.21M
|
|
Feb 11, 2022
Q4 2021
|
Principle Wealth Partners LLC
|
SELL
|
- |
-7.96K- 45.16% |
$398K - $403K
|
9.67K
$470K
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-8.09KClosed |
$404K - $410K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.21K- 5.72% |
$410K - $416K
|
135K
$6.58M
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-8.26K- 2.58% |
$413K - $419K
|
312K
$15.2M
|
|
Jan 19, 2022
Q4 2021
|
Purus Wealth Management, LLC
|
SELL
|
- |
-8.32KClosed |
$416K - $421K
|
0
$0
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.84K- 12.23% |
$441K - $448K
|
63.4K
$3.08M
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-9.05K- 3.03% |
$452K - $459K
|
290K
$14.1M
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-9.93K- 5.62% |
$496K - $503K
|
167K
$8.11M
|
|
Jan 31, 2022
Q4 2021
|
Grove Bank & Trust
|
SELL
|
- |
-10K- 6.33% |
$502K - $509K
|
149K
$7.23M
|
|
Feb 02, 2022
Q4 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-10.2KClosed |
$512K - $519K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-10.4K- 47.69% |
$518K - $525K
|
11.4K
$553K
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10.7K- 3.18% |
$533K - $540K
|
325K
$15.8M
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-10.7KClosed |
$534K - $541K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
SELL
|
- |
-11.1K- 28.41% |
$555K - $563K
|
28K
$1.36M
|
|
Feb 10, 2022
Q4 2021
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-11.4K- 34.07% |
$571K - $579K
|
22.1K
$1.08M
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-11.7K- 34.85% |
$585K - $594K
|
21.9K
$1.07M
|
|
Feb 11, 2022
Q4 2021
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-11.7K- 1.24% |
$586K - $594K
|
936K
$45.5M
|