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 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-15.7K- 77.7% |
$743K - $756K
|
4.5K
$219K
|
|
|
Apr 12, 2023
Q1 2023
|
626 Financial, LLC
|
SELL
|
- |
-16.2K- 32.61% |
$765K - $779K
|
33.4K
$1.62M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-16.7K- 12.16% |
$789K - $804K
|
120K
$5.86M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-17.2K- 9.57% |
$814K - $829K
|
163K
$7.9M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-17.7K- 4.35% |
$838K - $854K
|
389K
$18.9M
|
|
|
May 05, 2023
Q1 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-18.2K- 5.18% |
$861K - $877K
|
333K
$16.2M
|
|
|
Aug 30, 2023
Q1 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-18.8K- 42.94% |
$890K - $906K
|
25K
$1.21M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-19.7K- 93.02% |
$933K - $950K
|
1.48K
$71.9K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-19.9K- 82.28% |
$941K - $959K
|
4.28K
$208K
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-21K- 31.44% |
$992K - $1.01M
|
45.7K
$2.22M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-22K- 53.5% |
$1.04M - $1.06M
|
19.1K
$928K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-23K- 31.62% |
$1.09M - $1.11M
|
49.8K
$2.42M
|
|
|
Apr 19, 2023
Q1 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-24K- 46.09% |
$1.14M - $1.16M
|
28.1K
$1.37M
|
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-26.4K- 10.7% |
$1.25M - $1.27M
|
220K
$10.7M
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
SELL
|
- |
-27.1K- 19.58% |
$1.28M - $1.3M
|
111K
$5.41M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-27.2K- 1.95% |
$1.29M - $1.31M
|
1.36M
$66.3M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-28.4K- 10.33% |
$1.34M - $1.37M
|
246K
$12M
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-29.3K- 21.7% |
$1.39M - $1.41M
|
106K
$5.15M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-30.3K- 4.18% |
$1.43M - $1.46M
|
694K
$33.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-30.6K- 11.9% |
$1.45M - $1.48M
|
227K
$11M
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
SELL
|
- |
-32K- 75.13% |
$1.51M - $1.54M
|
10.6K
$515K
|
|
|
May 15, 2023
Q1 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-34.5K- 84.7% |
$1.64M - $1.67M
|
6.24K
$304K
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-37.3K- 65.92% |
$1.77M - $1.8M
|
19.3K
$938K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-39.4K- 50.59% |
$1.87M - $1.9M
|
38.5K
$1.87M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-39.8K- 26.35% |
$1.88M - $1.92M
|
111K
$5.41M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-43K- 87.85% |
$2.04M - $2.07M
|
5.95K
$289K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-45.7K- 27.79% |
$2.16M - $2.2M
|
119K
$5.78M
|
|
|
May 15, 2023
Q1 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-49.7K- 25.77% |
$2.35M - $2.39M
|
143K
$6.96M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-50.4K- 36.76% |
$2.39M - $2.43M
|
86.7K
$4.22M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-53.7K- 32.32% |
$2.54M - $2.59M
|
112K
$5.47M
|
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-56K- 51.25% |
$2.65M - $2.7M
|
53.2K
$2.59M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-59K- 28.48% |
$2.8M - $2.85M
|
148K
$7.21M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-74.3K- 17.26% |
$3.52M - $3.58M
|
356K
$17.3M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-80K- 16.89% |
$3.79M - $3.86M
|
394K
$19.1M
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-80.3K- 68.05% |
$3.8M - $3.87M
|
37.7K
$1.83M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-85.4K- 58.5% |
$4.04M - $4.12M
|
60.5K
$2.95M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-88.4K- 2.03% |
$4.18M - $4.26M
|
4.27M
$208M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-109K- 11.39% |
$5.17M - $5.26M
|
849K
$41.3M
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-111K- 53.13% |
$5.25M - $5.35M
|
97.9K
$4.76M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-115K- 92.01% |
$5.42M - $5.52M
|
9.95K
$484K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-127K- 50.07% |
$6M - $6.11M
|
126K
$6.15M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-129K- 37.47% |
$6.12M - $6.24M
|
216K
$10.5M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-132K- 62.24% |
$6.25M - $6.37M
|
80.1K
$3.9M
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-155K- 96.13% |
$7.31M - $7.45M
|
6.22K
$303K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-171K- 38.53% |
$8.08M - $8.23M
|
272K
$13.2M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-176K- 28.51% |
$8.33M - $8.48M
|
441K
$21.5M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-188K- 30.97% |
$8.89M - $9.05M
|
419K
$20.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-200K- 10.78% |
$9.45M - $9.63M
|
1.65M
$80.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-217K- 27.27% |
$10.3M - $10.5M
|
579K
$28.1M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-239K- 11.19% |
$11.3M - $11.5M
|
1.9M
$92.4M
|