Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
6+ 0.11% |
$288 - $294
|
5.65K
$275K
|
|
Jul 05, 2022
Q2 2022
|
M&R Capital Management Inc
|
BUY
|
- |
2+ 0.4% |
$96 - $97.9
|
502
$24.4K
|
|
Aug 04, 2022
Q2 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.23% |
$96 - $97.9
|
890
$43.3K
|
|
Jul 25, 2022
Q2 2022
|
Ellsworth Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$96 - $97.9
|
13.9K
$676K
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.35% |
$48 - $49
|
288
$14K
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-5- 2.04% |
$240 - $245
|
240
$11.7K
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-18- 5.84% |
$864 - $881
|
290
$14.1K
|
|
Jul 26, 2022
Q2 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-22- 0.2% |
$1.06K - $1.08K
|
10.9K
$531K
|
|
Aug 09, 2022
Q2 2022
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-23- 0.32% |
$1.1K - $1.13K
|
7.18K
$349K
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-32- 0.22% |
$1.54K - $1.57K
|
14.4K
$700K
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-33Closed |
$1.58K - $1.62K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-33- 0.56% |
$1.58K - $1.62K
|
5.89K
$287K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-37- 0.36% |
$1.78K - $1.81K
|
10.3K
$502K
|
|
Aug 08, 2022
Q2 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-40- 0.28% |
$1.92K - $1.96K
|
14.1K
$687K
|
|
Jul 22, 2022
Q2 2022
|
Family Legacy, Inc.
|
SELL
|
- |
-41- 0.47% |
$1.97K - $2.01K
|
8.6K
$418K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-42- 0.4% |
$2.02K - $2.06K
|
10.6K
$515K
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-48Closed |
$2.3K - $2.35K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-49- 2.2% |
$2.35K - $2.4K
|
2.18K
$106K
|
|
Jul 20, 2022
Q2 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-61- 1.04% |
$2.93K - $2.99K
|
5.82K
$283K
|
|
Aug 05, 2022
Q2 2022
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-63- 0.86% |
$3.02K - $3.08K
|
7.25K
$353K
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-80Closed |
$3.84K - $3.92K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-84- 0.44% |
$4.03K - $4.11K
|
18.9K
$921K
|
|
Jul 18, 2022
Q2 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-109- 0.41% |
$5.23K - $5.34K
|
26.6K
$1.29M
|
|
Aug 12, 2022
Q2 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-120- 0.98% |
$5.76K - $5.88K
|
12.2K
$591K
|
|
Aug 03, 2022
Q2 2022
|
Keystone Financial Services
|
SELL
|
- |
-126- 2.27% |
$6.05K - $6.17K
|
5.42K
$263K
|
|
Jul 20, 2022
Q2 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-139- 1.99% |
$6.67K - $6.81K
|
6.85K
$333K
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-143- 2.3% |
$6.86K - $7K
|
6.08K
$296K
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-153- 10.91% |
$7.34K - $7.49K
|
1.25K
$60.8K
|
|
Aug 12, 2022
Q2 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-177- 3.86% |
$8.49K - $8.67K
|
4.41K
$214K
|
|
Aug 04, 2022
Q2 2022
|
Platform Technology Partners
|
SELL
|
- |
-197- 1.91% |
$9.45K - $9.65K
|
10.1K
$491K
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-227- 0.82% |
$10.9K - $11.1K
|
27.3K
$1.33M
|
|
Jul 19, 2022
Q2 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-257- 3.56% |
$12.3K - $12.6K
|
6.95K
$338K
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-267- 31.6% |
$12.8K - $13.1K
|
578
$28.1K
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-275- 12.94% |
$13.2K - $13.5K
|
1.85K
$90K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-316- 3.09% |
$15.2K - $15.5K
|
9.9K
$481K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-317- 27.9% |
$15.2K - $15.5K
|
819
$39.8K
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-329- 2.08% |
$15.8K - $16.1K
|
15.5K
$753K
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
SELL
|
- |
-336- 0.78% |
$16.1K - $16.5K
|
42.9K
$2.09M
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-369Closed |
$17.7K - $18.1K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-385- 3.74% |
$18.5K - $18.8K
|
9.91K
$482K
|
|
Aug 12, 2022
Q2 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-391- 0.25% |
$18.8K - $19.1K
|
153K
$7.45M
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-405- 1.52% |
$19.4K - $19.8K
|
26.2K
$1.27M
|
|
Aug 15, 2022
Q2 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-454- 8.76% |
$21.8K - $22.2K
|
4.73K
$230K
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-474- 35.94% |
$22.7K - $23.2K
|
845
$41.1K
|
|
Jan 02, 2024
Q2 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-491- 4.39% |
$23.6K - $24K
|
10.7K
$520K
|
|
Aug 15, 2022
Q2 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-497- 9.6% |
$23.8K - $24.3K
|
4.68K
$228K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-532- 0.14% |
$25.5K - $26K
|
376K
$18.3M
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-554- 39.12% |
$26.6K - $27.1K
|
862
$41.9K
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-579- 2.52% |
$27.8K - $28.3K
|
22.4K
$1.09M
|
|
Jul 25, 2022
Q2 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-594- 1.32% |
$28.5K - $29.1K
|
44.6K
$2.17M
|