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 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
71+ 1775.0% |
$3.36K - $3.42K
|
75
$3.65K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
62+ 2.47% |
$2.94K - $2.99K
|
2.58K
$125K
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
55+ 0.84% |
$2.6K - $2.65K
|
6.63K
$323K
|
|
|
May 05, 2023
Q1 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
49+ 0.22% |
$2.32K - $2.36K
|
21.8K
$1.06M
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
48+ 0.83% |
$2.27K - $2.31K
|
5.81K
$283K
|
|
|
Apr 21, 2023
Q1 2023
|
Moneywise, Inc.
|
BUY
|
- |
46+ 0.19% |
$2.18K - $2.22K
|
24.5K
$1.19M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
44+ 0.86% |
$2.08K - $2.12K
|
5.16K
$251K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
42+ 0.22% |
$1.99K - $2.02K
|
18.8K
$915K
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
35+ 0.76% |
$1.66K - $1.69K
|
4.67K
$227K
|
|
|
Apr 21, 2023
Q1 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
33+ 0.59% |
$1.56K - $1.59K
|
5.58K
$272K
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
BUY
|
- |
30+ 0.15% |
$1.42K - $1.45K
|
19.4K
$944K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
21+ 0.28% |
$994 - $1.01K
|
7.61K
$370K
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
12+ 0.27% |
$568 - $579
|
4.49K
$218K
|
|
|
Apr 25, 2023
Q1 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
5+ 0.1% |
$237 - $241
|
5.26K
$256K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 2.13% |
$47.3 - $48.2
|
48
$2.33K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1+ 1.54% |
$47.3 - $48.2
|
66
$3.21K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
1+ 0.48% |
$47.3 - $48.2
|
208
$10.1K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.34% |
$47.3 - $48.2
|
293
$14.3K
|
|
|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-7- 0.04% |
$331 - $337
|
18.3K
$888K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-9- 0.42% |
$426 - $434
|
2.12K
$103K
|
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-14- 6.31% |
$663 - $675
|
208
$10.1K
|
|
|
May 03, 2023
Q1 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-22- 0.14% |
$1.04K - $1.06K
|
15.5K
$755K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-39- 0.76% |
$1.85K - $1.88K
|
5.09K
$247K
|
|
|
Apr 28, 2023
Q1 2023
|
Keystone Financial Services
|
SELL
|
- |
-60- 1.23% |
$2.84K - $2.89K
|
4.82K
$234K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-71- 94.67% |
$3.36K - $3.42K
|
4
$195
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-76- 3.21% |
$3.6K - $3.66K
|
2.29K
$111K
|
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-76- 0.6% |
$3.6K - $3.66K
|
12.6K
$611K
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-78- 0.75% |
$3.69K - $3.76K
|
10.3K
$502K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-94- 1.23% |
$4.45K - $4.53K
|
7.52K
$366K
|
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-110- 2.04% |
$5.21K - $5.3K
|
5.29K
$257K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-125- 2.36% |
$5.92K - $6.03K
|
5.17K
$252K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-150- 1.25% |
$7.1K - $7.23K
|
11.8K
$576K
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-150- 1.25% |
$7.1K - $7.23K
|
11.8K
$575K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-158- 50.48% |
$7.48K - $7.62K
|
155
$7.54K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-158- 7.15% |
$7.48K - $7.62K
|
2.05K
$99.9K
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-170- 2.48% |
$8.05K - $8.2K
|
6.68K
$325K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-175- 0.47% |
$8.28K - $8.44K
|
36.7K
$1.79M
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-191- 0.19% |
$9.04K - $9.21K
|
102K
$4.98M
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-200- 1.45% |
$9.47K - $9.64K
|
13.6K
$663K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-205- 4.18% |
$9.7K - $9.88K
|
4.7K
$229K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-229- 0.84% |
$10.8K - $11K
|
26.9K
$1.31M
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-234- 5.01% |
$11.1K - $11.3K
|
4.44K
$216K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-235- 2.34% |
$11.1K - $11.3K
|
9.82K
$478K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-237- 8.52% |
$11.2K - $11.4K
|
2.55K
$124K
|
|
|
May 15, 2023
Q1 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-243- 3.57% |
$11.5K - $11.7K
|
6.57K
$319K
|
|
|
Apr 18, 2023
Q1 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-256- 4.12% |
$12.1K - $12.3K
|
5.95K
$289K
|
|
|
May 11, 2023
Q1 2023
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-273- 3.48% |
$12.9K - $13.2K
|
7.58K
$369K
|
|
|
May 22, 2023
Q1 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-290- 0.18% |
$13.7K - $14K
|
159K
$7.75M
|
|
|
Jun 09, 2023
Q1 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-297- 2.57% |
$14.1K - $14.3K
|
11.3K
$547K
|
|
|
Jun 07, 2023
Q1 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-303- 3.36% |
$14.3K - $14.6K
|
8.7K
$423K
|