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 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
35+ 0.75% |
$1.66K - $1.69K
|
4.7K
$229K
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
21New |
$998 - $1.01K
|
21
$1.02K
|
|
Jul 20, 2023
Q2 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
19+ 0.1% |
$903 - $918
|
18.3K
$891K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
17+ 0.14% |
$808 - $822
|
11.8K
$577K
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
17+ 0.27% |
$808 - $822
|
6.22K
$303K
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
10New |
$475 - $483
|
10
$488
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
10New |
$475 - $483
|
10
$488
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
8+ 0.31% |
$380 - $387
|
2.55K
$125K
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6+ 0.08% |
$285 - $290
|
7.61K
$371K
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
6+ 0.05% |
$285 - $290
|
11.9K
$578K
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3+ 1.02% |
$143 - $145
|
296
$14.4K
|
|
Jul 10, 2024
Q2 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
3+ 0.07% |
$143 - $145
|
4.34K
$212K
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
2+ 0.96% |
$95 - $96.7
|
210
$10.2K
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1+ 0.01% |
$47.5 - $48.3
|
20K
$974K
|
|
Aug 02, 2023
Q2 2023
|
Keystone Financial Services
|
SELL
|
- |
-1- 0.02% |
$47.5 - $48.3
|
4.82K
$235K
|
|
Aug 04, 2023
Q2 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-10- 0.19% |
$475 - $483
|
5.25K
$256K
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-13- 0.85% |
$618 - $628
|
1.51K
$73.6K
|
|
Aug 08, 2023
Q2 2023
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-13- 0.17% |
$618 - $628
|
7.57K
$369K
|
|
Aug 04, 2023
Q2 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-20- 0.23% |
$950 - $967
|
8.57K
$418K
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-20- 0.62% |
$950 - $967
|
3.22K
$157K
|
|
Jul 26, 2023
Q2 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-49- 0.22% |
$2.33K - $2.37K
|
21.8K
$1.06M
|
|
Aug 11, 2023
Q2 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-54- 0.82% |
$2.57K - $2.61K
|
6.51K
$318K
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-97- 6.84% |
$4.61K - $4.69K
|
1.32K
$64.5K
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-100- 0.8% |
$4.75K - $4.83K
|
12.5K
$607K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-105- 6.34% |
$4.99K - $5.07K
|
1.55K
$75.6K
|
|
Aug 03, 2023
Q2 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-115- 0.69% |
$5.46K - $5.56K
|
16.5K
$804K
|
|
Aug 30, 2023
Q2 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-116- 0.46% |
$5.51K - $5.61K
|
24.9K
$1.21M
|
|
Jul 17, 2023
Q2 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-118- 1.14% |
$5.61K - $5.7K
|
10.2K
$498K
|
|
Aug 08, 2023
Q2 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-131- 2.28% |
$6.22K - $6.33K
|
5.63K
$274K
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-149- 2.89% |
$7.08K - $7.2K
|
5.01K
$244K
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-152- 3.42% |
$7.22K - $7.35K
|
4.29K
$209K
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-154- 2.32% |
$7.32K - $7.44K
|
6.48K
$316K
|
|
Jul 28, 2023
Q2 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-175- 5.35% |
$8.31K - $8.46K
|
3.1K
$151K
|
|
Jul 19, 2023
Q2 2023
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-181- 1.07% |
$8.6K - $8.75K
|
16.8K
$820K
|
|
Jul 27, 2023
Q2 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-197- 1.75% |
$9.36K - $9.52K
|
11.1K
$539K
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-202- 0.86% |
$9.6K - $9.76K
|
23.3K
$1.14M
|
|
Aug 07, 2023
Q2 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-210- 3.97% |
$9.98K - $10.1K
|
5.08K
$248K
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-224- 0.83% |
$10.6K - $10.8K
|
26.7K
$1.3M
|
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-237- 3.91% |
$11.3K - $11.5K
|
5.83K
$284K
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-256- 0.36% |
$12.2K - $12.4K
|
70.2K
$3.42M
|
|
Jul 17, 2023
Q2 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-258- 0.52% |
$12.3K - $12.5K
|
49.4K
$2.41M
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-262- 82.39% |
$12.4K - $12.7K
|
56
$2.73K
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
SELL
|
- |
-263- 1.36% |
$12.5K - $12.7K
|
19.1K
$934K
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-300- 2.42% |
$14.3K - $14.5K
|
12.1K
$591K
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-301- 3.53% |
$14.3K - $14.5K
|
8.23K
$401K
|
|
Jul 13, 2023
Q2 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-349- 6.25% |
$16.6K - $16.9K
|
5.23K
$255K
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-359- 2.64% |
$17.1K - $17.4K
|
13.3K
$647K
|
|
Jul 17, 2023
Q2 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-371- 6.23% |
$17.6K - $17.9K
|
5.58K
$272K
|
|
Aug 09, 2023
Q2 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-496- 0.35% |
$23.6K - $24K
|
143K
$6.95M
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-513- 6.8% |
$24.4K - $24.8K
|
7.03K
$343K
|