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 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-3.72K- 9.25% |
$177K - $180K
|
36.5K
$1.78M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.89K- 18.21% |
$185K - $188K
|
17.5K
$853K
|
|
|
Jul 11, 2023
Q2 2023
|
Edge Rock Capital LLC
|
SELL
|
- |
-3.9K- 39.89% |
$185K - $189K
|
5.88K
$287K
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-4.15K- 22.72% |
$197K - $200K
|
14.1K
$688K
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
SELL
|
- |
-4.33K- 6.96% |
$205K - $209K
|
57.9K
$2.82M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.46K- 45.41% |
$212K - $215K
|
5.36K
$261K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-4.46K- 6.89% |
$212K - $216K
|
60.2K
$2.94M
|
|
|
Aug 11, 2023
Q2 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-4.47K- 42.06% |
$212K - $216K
|
6.15K
$300K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.96K- 3.13% |
$235K - $240K
|
153K
$7.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-5.05K- 5.16% |
$240K - $244K
|
92.8K
$4.53M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-5.08K- 47.98% |
$241K - $246K
|
5.51K
$269K
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
SELL
|
- |
-5.19K- 10.31% |
$247K - $251K
|
45.2K
$2.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.4K- 27.21% |
$256K - $261K
|
14.4K
$704K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-5.95K- 30.82% |
$282K - $287K
|
13.3K
$651K
|
|
|
Jul 27, 2023
Q2 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-5.95K- 63.62% |
$283K - $288K
|
3.4K
$166K
|
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-6.23K- 16.71% |
$296K - $301K
|
31K
$1.51M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-6.28K- 2.31% |
$298K - $303K
|
266K
$13M
|
|
|
Aug 07, 2023
Q2 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-6.47K- 13.85% |
$307K - $313K
|
40.2K
$1.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-6.84K- 53.56% |
$325K - $330K
|
5.93K
$289K
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6.89K- 17.84% |
$327K - $333K
|
31.7K
$1.55M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-6.92K- 6.23% |
$329K - $335K
|
104K
$5.08M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-6.95K- 25.86% |
$330K - $336K
|
19.9K
$972K
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-7.08K- 37.88% |
$336K - $342K
|
11.6K
$566K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-7.45K- 25.33% |
$354K - $360K
|
22K
$1.07M
|
|
|
Jul 10, 2023
Q2 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-7.56K- 47.09% |
$359K - $366K
|
8.5K
$414K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-7.86K- 8.6% |
$373K - $380K
|
83.5K
$4.07M
|
|
|
Aug 23, 2023
Q2 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-8.44K- 47.26% |
$401K - $408K
|
9.42K
$459K
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-8.51K- 65.94% |
$404K - $411K
|
4.4K
$214K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-9.34K- 93.87% |
$444K - $451K
|
610
$29.7K
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-10.1K- 18.92% |
$478K - $487K
|
43.2K
$2.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-10.2K- 69.8% |
$483K - $492K
|
4.4K
$215K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-10.2K- 17.75% |
$484K - $492K
|
47.2K
$2.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-10.7K- 3.2% |
$507K - $516K
|
322K
$15.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-11.6K- 60.16% |
$551K - $561K
|
7.68K
$375K
|
|
|
Aug 08, 2023
Q2 2023
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-11.9K- 5.91% |
$567K - $577K
|
190K
$9.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-13.1K- 6.7% |
$622K - $633K
|
182K
$8.89M
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-13.1K- 3.48% |
$625K - $635K
|
364K
$17.8M
|
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-13.6K- 16.82% |
$644K - $655K
|
67.1K
$3.27M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-14.1K- 5.56% |
$667K - $679K
|
239K
$11.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-15.8K- 15.44% |
$751K - $764K
|
86.6K
$4.22M
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
SELL
|
- |
-15.9K- 14.35% |
$758K - $771K
|
95.2K
$4.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-16.8K- 99.72% |
$799K - $813K
|
48
$2.34K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-18.2K- 1.6% |
$863K - $878K
|
1.11M
$54.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-19.2K- 49.73% |
$910K - $926K
|
19.4K
$944K
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-19.3K- 17.73% |
$915K - $931K
|
89.4K
$4.36M
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-19.7K- 52.38% |
$938K - $954K
|
17.9K
$875K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-22K- 10.0% |
$1.04M - $1.06M
|
198K
$9.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-25K- 1.4% |
$1.19M - $1.21M
|
1.76M
$85.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Essex LLC
|
SELL
|
- |
-26.2K- 80.26% |
$1.24M - $1.27M
|
6.44K
$314K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-26.8K- 58.57% |
$1.27M - $1.29M
|
18.9K
$923K
|