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 10, 2023
Q2 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.46K+ 7.34% |
$69.5K - $70.8K
|
21.4K
$1.04M
|
|
|
Jul 24, 2023
Q2 2023
|
Moneywise, Inc.
|
BUY
|
- |
1.41K+ 5.77% |
$67.2K - $68.3K
|
25.9K
$1.26M
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.33K+ 0.91% |
$63.3K - $64.4K
|
147K
$7.16M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.32K+ 3.57% |
$62.5K - $63.6K
|
38.1K
$1.86M
|
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
BUY
|
- |
1.3K+ 0.45% |
$61.6K - $62.6K
|
292K
$14.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.26K+ 6.49% |
$59.8K - $60.8K
|
20.6K
$1.01M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.17K+ 2.41% |
$55.8K - $56.7K
|
50K
$2.44M
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
1.17K+ 6.75% |
$55.3K - $56.3K
|
18.4K
$898K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.06K+ 1.24% |
$50.2K - $51.1K
|
86.6K
$4.22M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.05K+ 5.49% |
$49.9K - $50.8K
|
20.2K
$985K
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1K+ 17.54% |
$47.5K - $48.3K
|
6.7K
$327K
|
|
|
Aug 09, 2023
Q2 2023
|
Holistic Financial Partners
|
BUY
|
- |
986+ 8.33% |
$46.8K - $47.7K
|
12.8K
$625K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
953+ 4.43% |
$45.3K - $46.1K
|
22.5K
$1.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
864New |
$41K - $41.8K
|
864
$42.1K
|
|
|
Aug 02, 2023
Q2 2023
|
Narwhal Capital Management
|
BUY
|
- |
858+ 10.04% |
$40.8K - $41.5K
|
9.41K
$458K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
813+ 9.34% |
$38.6K - $39.3K
|
9.52K
$464K
|
|
|
Aug 07, 2023
Q2 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
716+ 0.76% |
$34K - $34.6K
|
95.2K
$4.64M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
702+ 242.07% |
$33.3K - $33.9K
|
992
$48.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
677+ 7.11% |
$32.2K - $32.7K
|
10.2K
$497K
|
|
|
Jul 21, 2023
Q2 2023
|
Friedenthal Financial
|
BUY
|
- |
641+ 1.3% |
$30.4K - $31K
|
50.1K
$2.44M
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
607+ 0.49% |
$28.8K - $29.3K
|
123K
$6.02M
|
|
|
Aug 04, 2023
Q2 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
562+ 0.17% |
$26.7K - $27.2K
|
339K
$16.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
539+ 0.89% |
$25.6K - $26K
|
61.1K
$2.98M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
533+ 1.61% |
$25.3K - $25.8K
|
33.6K
$1.64M
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
510+ 1.18% |
$24.2K - $24.6K
|
43.8K
$2.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
500New |
$23.8K - $24.2K
|
500
$24.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
477+ 2.77% |
$22.7K - $23.1K
|
17.7K
$863K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
477+ 2.77% |
$22.7K - $23.1K
|
17.7K
$863K
|
|
|
Jul 21, 2023
Q2 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
435+ 0.74% |
$20.7K - $21K
|
59.4K
$2.9M
|
|
|
Jul 14, 2023
Q2 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
431+ 4.15% |
$20.5K - $20.8K
|
10.8K
$527K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
422New |
$20K - $20.4K
|
422
$20.6K
|
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
411+ 1.23% |
$19.5K - $19.9K
|
33.8K
$1.65M
|
|
|
Aug 11, 2023
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
276+ 6.55% |
$13.1K - $13.3K
|
4.49K
$219K
|
|
|
Jul 12, 2023
Q2 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
259+ 0.1% |
$12.3K - $12.5K
|
266K
$13M
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
247+ 0.66% |
$11.7K - $11.9K
|
37.5K
$1.83M
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
238New |
$11.3K - $11.5K
|
238
$11.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
191+ 0.47% |
$9.07K - $9.23K
|
40.4K
$1.97M
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
181+ 1.47% |
$8.6K - $8.75K
|
12.5K
$610K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
127+ 0.11% |
$6.03K - $6.14K
|
112K
$5.46M
|
|
|
Jul 20, 2023
Q2 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
124+ 0.69% |
$5.89K - $5.99K
|
18K
$879K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
112+ 0.3% |
$5.32K - $5.41K
|
36.8K
$1.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
95+ 61.29% |
$4.51K - $4.59K
|
250
$12.2K
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
78+ 1.29% |
$3.71K - $3.77K
|
6.13K
$299K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
63+ 3.07% |
$2.99K - $3.04K
|
2.12K
$103K
|
|
|
Jul 28, 2023
Q2 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
63+ 0.36% |
$2.99K - $3.04K
|
17.7K
$864K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
63+ 3.07% |
$2.99K - $3.04K
|
2.12K
$103K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
60New |
$2.85K - $2.9K
|
60
$2.92K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
58New |
$2.76K - $2.8K
|
58
$2.83K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
53+ 0.35% |
$2.52K - $2.56K
|
15.1K
$736K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
48New |
$2.28K - $2.32K
|
48
$2.34K
|