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 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-50.8K- 18.4% |
$2.48M - $2.54M
|
225K
$10.9M
|
|
|
May 03, 2022
Q1 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-54K- 8.62% |
$2.64M - $2.7M
|
572K
$27.8M
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-65.4KClosed |
$3.2M - $3.27M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-67.6KClosed |
$3.3M - $3.38M
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-72.4K- 17.74% |
$3.54M - $3.62M
|
336K
$16.3M
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-72.5K- 4.3% |
$3.54M - $3.63M
|
1.61M
$78.4M
|
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-74.8K- 67.06% |
$3.65M - $3.74M
|
36.7K
$1.78M
|
|
|
Apr 27, 2022
Q1 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-77.6K- 12.0% |
$3.79M - $3.88M
|
569K
$27.6M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-80.5K- 3.88% |
$3.93M - $4.02M
|
2M
$96.8M
|
|
|
May 16, 2022
Q1 2022
|
Tanager Wealth Management LLP
|
SELL
|
- |
-83.8K- 94.22% |
$4.09M - $4.19M
|
5.14K
$249K
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-89.4K- 10.07% |
$4.37M - $4.47M
|
798K
$38.7M
|
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-101K- 28.91% |
$4.93M - $5.05M
|
248K
$12M
|
|
|
May 04, 2022
Q1 2022
|
Manchester Financial Inc
|
SELL
|
- |
-105K- 45.72% |
$5.15M - $5.27M
|
125K
$6.07M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-106K- 13.93% |
$5.16M - $5.29M
|
653K
$31.7M
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-108K- 96.34% |
$5.27M - $5.4M
|
4.1K
$199K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-108K- 7.11% |
$5.28M - $5.41M
|
1.41M
$68.5M
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-118K- 58.56% |
$5.78M - $5.92M
|
83.8K
$4.06M
|
|
|
Apr 21, 2022
Q1 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-119K- 40.46% |
$5.81M - $5.96M
|
175K
$8.5M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-136K- 31.31% |
$6.66M - $6.82M
|
299K
$14.5M
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-148K- 46.2% |
$7.22M - $7.4M
|
172K
$8.36M
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-160K- 95.89% |
$7.81M - $8M
|
6.85K
$332K
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-174KClosed |
$8.51M - $8.72M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-175KClosed |
$8.55M - $8.76M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-182K- 37.81% |
$8.91M - $9.12M
|
300K
$14.6M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-191K- 53.46% |
$9.32M - $9.55M
|
166K
$8.06M
|
|
|
May 11, 2022
Q1 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-195K- 47.27% |
$9.53M - $9.76M
|
218K
$10.6M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-246K- 9.89% |
$12M - $12.3M
|
2.24M
$109M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-264K- 4.93% |
$12.9M - $13.2M
|
5.08M
$247M
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-268K- 23.34% |
$13.1M - $13.4M
|
882K
$42.8M
|
|
|
May 03, 2022
Q1 2022
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-269K- 78.95% |
$13.1M - $13.5M
|
71.7K
$3.48M
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-420K- 94.37% |
$20.5M - $21M
|
25K
$1.21M
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-462K- 94.64% |
$22.6M - $23.1M
|
26.2K
$1.27M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-656K- 16.97% |
$32M - $32.8M
|
3.21M
$156M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-744K- 11.88% |
$36.4M - $37.2M
|
5.52M
$268M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-752K- 4.37% |
$36.7M - $37.6M
|
16.4M
$798M
|
|
|
Jun 10, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-782K- 98.07% |
$38.2M - $39.1M
|
15.4K
$747K
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.99M- 84.83% |
$97M - $99.3M
|
355K
$17.2M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-2.13M- 38.5% |
$104M - $107M
|
3.4M
$165M
|