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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2022
Q2 2022
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-135K- 50.63% |
$6.5M - $6.63M
|
132K
$6.43M
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-144K- 8.91% |
$6.9M - $7.04M
|
1.47M
$71.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-182K- 94.48% |
$8.71M - $8.89M
|
10.6K
$516K
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-193K- 97.04% |
$9.27M - $9.46M
|
5.9K
$287K
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-199K- 6.19% |
$9.53M - $9.72M
|
3.01M
$146M
|
|
|
Aug 04, 2022
Q2 2022
|
Petix & Botte CO
|
SELL
|
- |
-207K- 49.98% |
$9.93M - $10.1M
|
207K
$10.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-224K- 8.04% |
$10.7M - $10.9M
|
2.56M
$124M
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-229K- 26.0% |
$11M - $11.2M
|
653K
$31.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-234K- 82.12% |
$11.2M - $11.5M
|
51K
$2.48M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-266K- 4.82% |
$12.8M - $13M
|
5.25M
$256M
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-291K- 41.78% |
$14M - $14.2M
|
406K
$19.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-325K- 14.48% |
$15.6M - $15.9M
|
1.92M
$93.4M
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-336KClosed |
$16.1M - $16.4M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-344KClosed |
$16.5M - $16.8M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-566K- 20.66% |
$27.2M - $27.7M
|
2.17M
$106M
|
|
|
Aug 01, 2022
Q2 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-569KClosed |
$27.3M - $27.9M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Retirement Guys Formula LLC
|
SELL
|
- |
-657K- 95.96% |
$31.5M - $32.2M
|
27.7K
$1.35M
|
|
|
Jul 28, 2022
Q2 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-886K- 76.02% |
$42.5M - $43.4M
|
279K
$13.6M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-909K- 5.53% |
$43.6M - $44.5M
|
15.5M
$756M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-909K- 5.53% |
$43.6M - $44.5M
|
15.5M
$756M
|
|
|
Aug 02, 2022
Q2 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-945KClosed |
$45.4M - $46.3M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-1.56M- 88.95% |
$75.1M - $76.6M
|
194K
$9.46M
|