Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
1.64M+ 5833.91% |
$77.9M - $79.2M
|
1.67M
$81.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
1.59M+ 36994.33% |
$75.4M - $76.7M
|
1.59M
$77.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
591K+ 9.82% |
$28.1M - $28.6M
|
6.61M
$322M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
517K+ 92787.79% |
$24.5M - $25M
|
517K
$25.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
282K+ 136.37% |
$13.4M - $13.7M
|
490K
$23.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Petix & Botte CO
|
BUY
|
- |
237K+ 105.31% |
$11.2M - $11.4M
|
462K
$22.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
108KNew |
$5.13M - $5.22M
|
108K
$5.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
104K+ 50.31% |
$4.92M - $5M
|
309K
$15.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
92.7K+ 67.94% |
$4.4M - $4.48M
|
229K
$11.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
88.1K+ 25.8% |
$4.18M - $4.26M
|
429K
$20.9M
|
|
|
Jul 27, 2023
Q2 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
86.8KNew |
$4.12M - $4.19M
|
86.8K
$4.23M
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
BUY
|
- |
79.8KNew |
$3.79M - $3.86M
|
79.8K
$3.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
70.4K+ 595.65% |
$3.35M - $3.4M
|
82.3K
$4.01M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
68.3K+ 1147.36% |
$3.24M - $3.3M
|
74.2K
$3.62M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
66.7K+ 194.41% |
$3.17M - $3.22M
|
101K
$4.92M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
60.5K+ 424.2% |
$2.87M - $2.92M
|
74.7K
$3.64M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
57K+ 29.87% |
$2.71M - $2.75M
|
248K
$12.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
53.8K+ 80.0% |
$2.55M - $2.6M
|
121K
$5.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Win Advisors, Inc
|
BUY
|
- |
52.3KNew |
$2.49M - $2.53M
|
52.3K
$2.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
51K+ 23.65% |
$2.42M - $2.47M
|
267K
$13M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
49.6K+ 101.55% |
$2.36M - $2.4M
|
98.4K
$4.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
45.8K+ 26.55% |
$2.18M - $2.21M
|
218K
$10.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
40.3KNew |
$1.91M - $1.95M
|
40.3K
$1.96M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
39K+ 527.39% |
$1.85M - $1.89M
|
46.4K
$2.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
38KNew |
$1.8M - $1.84M
|
38K
$1.85M
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
36.2K+ 33.95% |
$1.72M - $1.75M
|
143K
$6.97M
|
|
|
Jul 28, 2023
Q2 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
35.2K+ 88.5% |
$1.67M - $1.7M
|
75.1K
$3.66M
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
35.2K+ 16.95% |
$1.67M - $1.7M
|
243K
$11.8M
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
34.5K+ 12.43% |
$1.64M - $1.67M
|
312K
$15.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
25.3K+ 562.82% |
$1.2M - $1.22M
|
29.8K
$1.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
25.1KNew |
$1.19M - $1.21M
|
25.1K
$1.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
24KNew |
$1.14M - $1.16M
|
24K
$1.17M
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
21.8K+ 70.78% |
$1.04M - $1.06M
|
52.7K
$2.57M
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
20.1KNew |
$956K - $973K
|
20.1K
$981K
|
|
|
Aug 14, 2023
Q2 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
19.1KNew |
$907K - $923K
|
19.1K
$931K
|
|
|
Jul 13, 2023
Q2 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
17.8K+ 23.67% |
$843K - $858K
|
92.8K
$4.52M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17.7K+ 8.33% |
$839K - $854K
|
230K
$11.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
15.9K+ 3.64% |
$756K - $769K
|
453K
$22.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
14.1K+ 68.15% |
$671K - $683K
|
34.9K
$1.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
13.7KNew |
$651K - $663K
|
13.7K
$668K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.6K+ 1.82% |
$646K - $658K
|
762K
$37.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
12.5K+ 23.78% |
$595K - $606K
|
65.2K
$3.18M
|
|
|
Jul 12, 2023
Q2 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
12.4K+ 7.03% |
$588K - $598K
|
188K
$9.18M
|
|
|
Jul 20, 2023
Q2 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
12K+ 3.05% |
$572K - $582K
|
408K
$19.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12KNew |
$568K - $578K
|
12K
$583K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
10.9K+ 12.97% |
$516K - $525K
|
94.6K
$4.61M
|
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
9.16KNew |
$435K - $443K
|
9.16K
$446K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
8.94K+ 53.14% |
$425K - $432K
|
25.8K
$1.26M
|
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
8.79K+ 25.65% |
$417K - $425K
|
43.1K
$2.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
8.57KNew |
$407K - $414K
|
8.57K
$417K
|