Principle Wealth Partners LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Principle Wealth Partners LLC

$1.21 Billion
Q1 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 02, 2022	SELL	$47.98 - $48.96 $28,883 - $29,473	-602 Reduced 9.18%	5,957 $288,000
Q1 2022 May 12, 2022	SELL	$48.85 - $50.03 $151,923 - $155,593	-3,110 Reduced 32.16%	6,559 $321,000
Q4 2021 Feb 11, 2022	SELL	$49.97 - $50.67 $397,911 - $403,485	-7,963 Reduced 45.16%	9,669 $483,000
Q3 2021 Nov 16, 2021	SELL	$50.52 - $50.94 $387,437 - $390,658	-7,669 Reduced 30.31%	17,632 $892,000
Q2 2021 Aug 13, 2021	SELL	$50.83 - $51.19 $9,301 - $9,367	-183 Reduced 0.72%	25,301 $1.29 Million

Q1 2021 May 18, 2021	SELL	$51.0 - $51.58 $371,331 - $375,553	-7,281 Reduced 22.22%	25,484 $1.3 Million
Q4 2020 Feb 16, 2021	SELL	$51.39 - $51.73 $172,927 - $174,071	-3,365 Reduced 9.31%	32,765 $1.69 Million
Q3 2020 Nov 16, 2020	SELL	$51.62 - $51.89 $401,190 - $403,289	-7,772 Reduced 17.7%	36,130 $1.87 Million
Q1 2020 May 13, 2020	BUY	$49.9 - $52.72 $1.64 Million - $1.73 Million	32,890 Added 298.67%	43,902 $2.24 Million
Q4 2019 Feb 04, 2020	BUY	$51.73 - $52.15 $569,650 - $574,275	11,012 New	11,012 $570,000

Others Institutions Holding LMBS

# of Institutions

396

Shares Held

65.9M

Call Options Held

0

Put Options Held

0

About FIRST TR ETF FD IV FIRST TR LO

Ticker LMBS
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