Purchases and Sales Made in Q1 2023 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 2023. 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 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
511K+ 174.36% |
$24.2M - $24.6M
|
803K
$39.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
456K+ 21.13% |
$21.6M - $22M
|
2.62M
$127M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
422K+ 7.53% |
$20M - $20.3M
|
6.02M
$293M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
291K+ 2.06% |
$13.8M - $14M
|
14.4M
$702M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
278K+ 8.01% |
$13.2M - $13.4M
|
3.75M
$183M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
249K+ 71.48% |
$11.8M - $12M
|
598K
$29.1M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
198K+ 12.44% |
$9.36M - $9.53M
|
1.79M
$86.9M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
171K+ 485.37% |
$8.08M - $8.23M
|
206K
$10M
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
163K+ 364.03% |
$7.69M - $7.83M
|
207K
$10.1M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
153K+ 934.98% |
$7.25M - $7.38M
|
169K
$8.24M
|
|
|
May 10, 2023
Q1 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
146KNew |
$6.89M - $7.02M
|
146K
$7.08M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
144K+ 72.87% |
$6.81M - $6.94M
|
341K
$16.6M
|
|
|
Apr 13, 2023
Q1 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
143K+ 437.87% |
$6.78M - $6.91M
|
176K
$8.56M
|
|
|
May 17, 2023
Q1 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
135K+ 43.88% |
$6.39M - $6.5M
|
442K
$21.5M
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
118K+ 1133.75% |
$5.6M - $5.7M
|
129K
$6.26M
|
|
|
Apr 06, 2023
Q1 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
98.7KNew |
$4.67M - $4.76M
|
98.7K
$4.8M
|
|
|
May 02, 2023
Q1 2023
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
94.3K+ 97.95% |
$4.47M - $4.55M
|
191K
$9.27M
|
|
|
Apr 18, 2023
Q1 2023
|
Tap Consulting, LLC
|
BUY
|
- |
80.6KNew |
$3.82M - $3.89M
|
80.6K
$3.92M
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
78.4K+ 1487.18% |
$3.71M - $3.78M
|
83.7K
$4.07M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
73.2K+ 593.89% |
$3.47M - $3.53M
|
85.6K
$4.16M
|
|
|
Apr 18, 2023
Q1 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
65.9K+ 722.67% |
$3.12M - $3.18M
|
75K
$3.65M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
64.8K+ 9.48% |
$3.07M - $3.12M
|
749K
$36.4M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
64.2K+ 14.84% |
$3.04M - $3.1M
|
497K
$24.2M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
62.9K+ 33.12% |
$2.98M - $3.03M
|
253K
$12.3M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
62.2KNew |
$2.94M - $3M
|
62.2K
$3.03M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
58.4K+ 39.37% |
$2.76M - $2.81M
|
207K
$10.1M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
51.1K+ 13.23% |
$2.42M - $2.46M
|
437K
$21.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
47.2K+ 876.56% |
$2.23M - $2.28M
|
52.6K
$2.56M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
44KNew |
$2.09M - $2.12M
|
44K
$2.14M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
42.9K+ 21.25% |
$2.03M - $2.07M
|
245K
$11.9M
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
40.2KNew |
$1.91M - $1.94M
|
40.2K
$1.96M
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
40.1K+ 14.75% |
$1.9M - $1.93M
|
312K
$15.2M
|
|
|
Apr 07, 2023
Q1 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
40.1K+ 11.28% |
$1.9M - $1.93M
|
396K
$19.2M
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
38.6KNew |
$1.83M - $1.86M
|
38.6K
$1.88M
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
37.2KNew |
$1.76M - $1.8M
|
37.2K
$1.81M
|
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
34.3KNew |
$1.62M - $1.65M
|
34.3K
$1.67M
|
|
|
Apr 24, 2023
Q1 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
33.6K+ 92.05% |
$1.59M - $1.62M
|
70K
$3.41M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
32.5KNew |
$1.54M - $1.56M
|
32.5K
$1.58M
|
|
|
Apr 04, 2023
Q1 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
32.4KNew |
$1.53M - $1.56M
|
32.4K
$1.58M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
29.4K+ 17.58% |
$1.39M - $1.42M
|
197K
$9.58M
|
|
|
May 15, 2023
Q1 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
27.7KNew |
$1.31M - $1.33M
|
27.7K
$1.35M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
26.9K+ 18.48% |
$1.27M - $1.3M
|
173K
$8.39M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
26.9KNew |
$1.27M - $1.3M
|
26.9K
$1.31M
|
|
|
Jan 24, 2024
Q1 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
22.9KNew |
$1.08M - $1.1M
|
22.9K
$1.11M
|
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
19.4KNew |
$918K - $935K
|
19.4K
$943K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
19.3K+ 54.43% |
$914K - $931K
|
54.8K
$2.67M
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
18.3K+ 114.72% |
$867K - $883K
|
34.3K
$1.67M
|
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
17.7K+ 35.86% |
$840K - $856K
|
67.2K
$3.27M
|
|
|
May 15, 2023
Q1 2023
|
Petix & Botte CO
|
BUY
|
- |
17.6K+ 8.47% |
$831K - $847K
|
225K
$10.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
17.4K+ 3.38% |
$822K - $837K
|
531K
$25.8M
|