Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2022
Q1 2022
|
Sargent Investment Group, LLC
|
BUY
|
- |
405+ 1.93% |
$19.8K - $20.3K
|
21.4K
$1.04M
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
312+ 1.67% |
$15.2K - $15.6K
|
19K
$923K
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
308New |
$15K - $15.4K
|
308
$14.9K
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
307+ 1.09% |
$15K - $15.4K
|
28.5K
$1.38M
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
285+ 7.12% |
$13.9K - $14.3K
|
4.29K
$208K
|
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
280+ 5.25% |
$13.7K - $14K
|
5.62K
$273K
|
|
|
Apr 28, 2022
Q1 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
177+ 1.04% |
$8.65K - $8.86K
|
17.2K
$833K
|
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
167+ 2.61% |
$8.16K - $8.36K
|
6.57K
$319K
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
163New |
$7.96K - $8.15K
|
163
$7.91K
|
|
|
May 10, 2022
Q1 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
152+ 2.81% |
$7.43K - $7.6K
|
5.56K
$270K
|
|
|
Apr 20, 2022
Q1 2022
|
Tfg Advisers LLC
|
BUY
|
- |
121+ 2.1% |
$5.91K - $6.05K
|
5.88K
$285K
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
103New |
$5.03K - $5.15K
|
103
$5K
|
|
|
Apr 28, 2022
Q1 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
80New |
$3.91K - $4K
|
80
$3.88K
|
|
|
May 16, 2022
Q1 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
67+ 0.46% |
$3.27K - $3.35K
|
14.7K
$714K
|
|
|
May 12, 2022
Q1 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
56+ 0.07% |
$2.74K - $2.8K
|
81.6K
$3.96M
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
BUY
|
- |
52+ 1.06% |
$2.54K - $2.6K
|
4.95K
$240K
|
|
|
Apr 27, 2022
Q1 2022
|
Shaker Investments LLC
|
BUY
|
- |
36+ 0.26% |
$1.76K - $1.8K
|
13.7K
$663K
|
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
33New |
$1.61K - $1.65K
|
33
$1.6K
|
|
|
May 25, 2022
Q1 2022
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
25+ 0.41% |
$1.22K - $1.25K
|
6.12K
$297K
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
21+ 0.34% |
$1.03K - $1.05K
|
6.22K
$302K
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
10+ 0.1% |
$489 - $500
|
10.3K
$500K
|
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
7+ 0.09% |
$342 - $350
|
8.19K
$397K
|
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.23% |
$97.7 - $100
|
888
$43.1K
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.07% |
$48.9 - $50
|
1.4K
$68.1K
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-5- 2.0% |
$244 - $250
|
245
$11.9K
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-6Closed |
$293 - $300
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-15- 2.39% |
$733 - $750
|
613
$29.7K
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-16- 0.04% |
$782 - $800
|
42.6K
$2.07M
|
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-40Closed |
$1.95K - $2K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-43Closed |
$2.1K - $2.15K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-53- 0.13% |
$2.59K - $2.65K
|
40K
$1.94M
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-55Closed |
$2.69K - $2.75K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Dfpg Investments, LLC
|
SELL
|
- |
-75- 0.23% |
$3.66K - $3.75K
|
32.8K
$1.59M
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
SELL
|
- |
-75Closed |
$3.66K - $3.75K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
SELL
|
- |
-99- 1.78% |
$4.84K - $4.95K
|
5.47K
$265K
|
|
|
May 10, 2022
Q1 2022
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-100- 1.68% |
$4.89K - $5K
|
5.85K
$284K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-103- 59.2% |
$5.03K - $5.15K
|
71
$3.45K
|
|
|
May 04, 2022
Q1 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-106- 1.33% |
$5.18K - $5.3K
|
7.88K
$382K
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-126- 0.68% |
$6.16K - $6.3K
|
18.3K
$890K
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-126- 12.98% |
$6.16K - $6.3K
|
845
$41K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-133- 1.27% |
$6.5K - $6.65K
|
10.4K
$503K
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-157Closed |
$7.67K - $7.85K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-174Closed |
$8.5K - $8.71K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-180- 2.46% |
$8.79K - $9.01K
|
7.14K
$347K
|
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-188- 0.86% |
$9.18K - $9.41K
|
21.6K
$1.05M
|
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-191- 1.46% |
$9.33K - $9.56K
|
12.9K
$627K
|
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-210Closed |
$10.3K - $10.5K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-260- 2.08% |
$12.7K - $13K
|
12.3K
$595K
|
|
|
May 03, 2022
Q1 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-265- 3.54% |
$12.9K - $13.3K
|
7.21K
$350K
|
|
|
Apr 15, 2022
Q1 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-274- 4.33% |
$13.4K - $13.7K
|
6.05K
$294K
|