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 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-29.7K- 12.06% |
$1.41M - $1.43M
|
217K
$10.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-30.4K- 23.66% |
$1.45M - $1.47M
|
98.2K
$4.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-30.6K- 20.91% |
$1.45M - $1.48M
|
116K
$5.64M
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
SELL
|
- |
-31.3K- 42.1% |
$1.49M - $1.51M
|
43.1K
$2.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-32.3K- 58.96% |
$1.53M - $1.56M
|
22.5K
$1.09M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-33.9K- 17.21% |
$1.61M - $1.64M
|
163K
$7.95M
|
|
|
Jul 27, 2023
Q2 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-34.5K- 46.41% |
$1.64M - $1.67M
|
39.8K
$1.94M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-34.5K- 44.21% |
$1.64M - $1.67M
|
43.6K
$2.12M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-40.7K- 8.19% |
$1.93M - $1.97M
|
456K
$22.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-45.4K- 50.9% |
$2.16M - $2.19M
|
43.8K
$2.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-49.1K- 38.89% |
$2.33M - $2.37M
|
77.2K
$3.76M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-51.5K- 64.25% |
$2.45M - $2.49M
|
28.6K
$1.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-54.9K- 52.33% |
$2.61M - $2.65M
|
50K
$2.44M
|
|
|
Jul 21, 2023
Q2 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-56.1K- 78.68% |
$2.66M - $2.71M
|
15.2K
$741K
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-61.7K- 51.92% |
$2.93M - $2.98M
|
57.1K
$2.78M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-74.1K- 35.87% |
$3.52M - $3.58M
|
133K
$6.46M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-75.5K- 1.77% |
$3.58M - $3.65M
|
4.19M
$204M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-84.7K- 23.76% |
$4.02M - $4.09M
|
272K
$13.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-88.3K- 2.35% |
$4.19M - $4.27M
|
3.67M
$179M
|
|
|
Aug 10, 2023
Q2 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-101K- 22.9% |
$4.81M - $4.9M
|
341K
$16.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-103K- 63.52% |
$4.91M - $4.99M
|
59.4K
$2.89M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-104K- 24.89% |
$4.95M - $5.04M
|
314K
$15.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-109K- 90.49% |
$5.18M - $5.27M
|
11.5K
$559K
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-127K- 55.97% |
$6.03M - $6.13M
|
99.8K
$4.86M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-134K- 9.85% |
$6.38M - $6.49M
|
1.23M
$59.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-135K- 7.53% |
$6.41M - $6.52M
|
1.66M
$80.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-153K- 90.32% |
$7.27M - $7.4M
|
16.4K
$799K
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-165K- 87.9% |
$7.85M - $7.99M
|
22.7K
$1.11M
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-171K- 10.64% |
$8.14M - $8.28M
|
1.44M
$70.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-173K- 29.83% |
$8.2M - $8.34M
|
406K
$19.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-178K- 25.67% |
$8.46M - $8.61M
|
516K
$25.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-208K- 24.45% |
$9.86M - $10M
|
642K
$31.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-208K- 53.47% |
$9.89M - $10.1M
|
181K
$8.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-210K- 11.03% |
$9.95M - $10.1M
|
1.69M
$82.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-234K- 53.09% |
$11.1M - $11.3M
|
207K
$10.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-237K- 14.37% |
$11.3M - $11.5M
|
1.42M
$69M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-249K- 41.69% |
$11.8M - $12.1M
|
349K
$17M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-379K- 14.48% |
$18M - $18.3M
|
2.24M
$109M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-387K- 48.18% |
$18.4M - $18.7M
|
416K
$20.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-876K- 6.07% |
$41.6M - $42.3M
|
13.5M
$660M
|
|
|
Aug 17, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-1.56M- 97.9% |
$74M - $75.3M
|
33.4K
$1.63M
|