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 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-12K- 19.64% |
$600K - $608K
|
49.1K
$2.39M
|
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-12.2KClosed |
$612K - $620K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-13.5K- 10.48% |
$675K - $685K
|
115K
$5.61M
|
|
|
Feb 11, 2022
Q4 2021
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-13.9K- 2.17% |
$694K - $704K
|
626K
$30.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-14.7KClosed |
$736K - $746K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
SELL
|
- |
-15.2KClosed |
$760K - $771K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-16K- 17.83% |
$801K - $813K
|
73.9K
$3.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-16.6K- 12.93% |
$828K - $840K
|
112K
$5.43M
|
|
|
Feb 09, 2022
Q4 2021
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-16.6K- 12.89% |
$830K - $841K
|
112K
$5.46M
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-17.2KClosed |
$862K - $874K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-18.7K- 22.48% |
$936K - $949K
|
64.6K
$3.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-19.8K- 14.54% |
$991K - $1M
|
117K
$5.67M
|
|
|
Nov 17, 2023
Q4 2021
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-20K- 67.74% |
$999K - $1.01M
|
9.52K
$463K
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-20.4K- 15.39% |
$1.02M - $1.03M
|
112K
$5.45M
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
SELL
|
- |
-21.1K- 16.85% |
$1.05M - $1.07M
|
104K
$5.06M
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-21.2K- 31.23% |
$1.06M - $1.08M
|
46.7K
$2.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-21.7K- 43.67% |
$1.08M - $1.1M
|
28K
$1.36M
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
SELL
|
- |
-23.1K- 21.77% |
$1.16M - $1.17M
|
83.1K
$4.04M
|
|
|
Feb 02, 2022
Q4 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-23.4K- 30.53% |
$1.17M - $1.19M
|
53.3K
$2.59M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-23.7K- 3.11% |
$1.19M - $1.2M
|
741K
$36M
|
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-25K- 31.03% |
$1.25M - $1.27M
|
55.5K
$2.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-25.3K- 27.89% |
$1.26M - $1.28M
|
65.4K
$3.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-25.5K- 25.49% |
$1.28M - $1.29M
|
74.6K
$3.63M
|
|
|
Feb 11, 2022
Q4 2021
|
E Rn Financial, LLC
|
SELL
|
- |
-25.7K- 9.83% |
$1.28M - $1.3M
|
235K
$11.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-25.8K- 2.1% |
$1.29M - $1.31M
|
1.2M
$58.4M
|
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-26.9KClosed |
$1.34M - $1.36M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-27K- 75.8% |
$1.35M - $1.37M
|
8.61K
$419K
|
|
|
Feb 04, 2022
Q4 2021
|
Karp Capital Management Corp
|
SELL
|
- |
-30.5K- 15.01% |
$1.52M - $1.54M
|
172K
$8.39M
|
|
|
Feb 02, 2022
Q4 2021
|
Concentrum Wealth Management
|
SELL
|
- |
-32.3K- 49.2% |
$1.61M - $1.63M
|
33.3K
$1.62M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-33.2K- 41.57% |
$1.66M - $1.68M
|
46.7K
$2.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-33.3K- 16.04% |
$1.66M - $1.69M
|
174K
$8.47M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-35.9K- 29.08% |
$1.8M - $1.82M
|
87.6K
$4.26M
|
|
|
Jan 28, 2022
Q4 2021
|
Essex LLC
|
SELL
|
- |
-38.9K- 35.94% |
$1.94M - $1.97M
|
69.3K
$3.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-39.1K- 64.74% |
$1.95M - $1.98M
|
21.3K
$1.04M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-40.5K- 18.79% |
$2.02M - $2.05M
|
175K
$8.52M
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-43.5K- 10.53% |
$2.18M - $2.21M
|
370K
$18M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-43.6K- 15.94% |
$2.18M - $2.21M
|
230K
$11.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-45.4K- 1.79% |
$2.27M - $2.3M
|
2.49M
$121M
|
|
|
Feb 11, 2022
Q4 2021
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-46.5KClosed |
$2.33M - $2.36M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-47.2K- 10.32% |
$2.36M - $2.39M
|
410K
$20M
|
|
|
Jan 21, 2022
Q4 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-48K- 14.03% |
$2.4M - $2.43M
|
294K
$14.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Cypress Capital Group
|
SELL
|
- |
-48.8K- 13.62% |
$2.44M - $2.47M
|
310K
$15.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-61.9K- 16.24% |
$3.09M - $3.14M
|
319K
$15.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-62.5K- 2.46% |
$3.12M - $3.17M
|
2.48M
$121M
|
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-66K- 15.9% |
$3.3M - $3.34M
|
349K
$17M
|
|
|
Feb 16, 2022
Q4 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-80.2K- 83.78% |
$4.01M - $4.06M
|
15.5K
$755K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-81.5KClosed |
$4.07M - $4.13M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-84.4K- 81.84% |
$4.22M - $4.27M
|
18.7K
$910K
|
|
|
Jan 13, 2022
Q4 2021
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-84.6K- 61.81% |
$4.23M - $4.29M
|
52.3K
$2.54M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-87.9K- 1.62% |
$4.39M - $4.46M
|
5.35M
$260M
|