Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
19.8MNew |
$998M - $1.01B
|
19.8M
$961M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
508K+ 10.31% |
$25.7M - $25.9M
|
5.43M
$264M
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
338KNew |
$17.1M - $17.2M
|
338K
$16.4M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
322K+ 14.56% |
$16.3M - $16.4M
|
2.54M
$123M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
313K+ 25.93% |
$15.8M - $16M
|
1.52M
$74M
|
|
|
Nov 02, 2021
Q3 2021
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
281K+ 29.71% |
$14.2M - $14.3M
|
1.23M
$59.7M
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
234K+ 197.78% |
$11.8M - $11.9M
|
352K
$17.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
204KNew |
$10.3M - $10.4M
|
204K
$9.91M
|
|
|
Nov 02, 2021
Q3 2021
|
Gw Henssler & Associates LTD
|
BUY
|
- |
198K+ 17.54% |
$10M - $10.1M
|
1.33M
$64.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Petix & Botte CO
|
BUY
|
- |
197K+ 144.15% |
$9.96M - $10M
|
334K
$16.2M
|
|
|
Oct 15, 2021
Q3 2021
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
193K+ 158.37% |
$9.76M - $9.84M
|
315K
$15.3M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
150K+ 16.88% |
$7.59M - $7.65M
|
1.04M
$50.6M
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
147K+ 1281.58% |
$7.44M - $7.5M
|
159K
$7.72M
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
144K+ 434.18% |
$7.25M - $7.31M
|
177K
$8.59M
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
139K+ 80.77% |
$7.05M - $7.11M
|
312K
$15.2M
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
129KNew |
$6.51M - $6.57M
|
129K
$6.27M
|
|
|
Nov 05, 2021
Q3 2021
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
129KNew |
$6.51M - $6.56M
|
129K
$6.27M
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
109K+ 12.68% |
$5.52M - $5.56M
|
970K
$47.2M
|
|
|
Oct 21, 2021
Q3 2021
|
Essex LLC
|
BUY
|
- |
108KNew |
$5.46M - $5.51M
|
108K
$5.26M
|
|
|
Oct 08, 2021
Q3 2021
|
Marks Wealth, LLC
|
BUY
|
- |
99.5K+ 50.21% |
$5.03M - $5.07M
|
298K
$14.5M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
92.5K+ 5.9% |
$4.67M - $4.71M
|
1.66M
$80.8M
|
|
|
Nov 03, 2021
Q3 2021
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
85.6K+ 33.38% |
$4.33M - $4.36M
|
342K
$16.6M
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
85.4K+ 1616.06% |
$4.32M - $4.35M
|
90.7K
$4.41M
|
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
83.5K+ 368.54% |
$4.22M - $4.26M
|
106K
$5.17M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
80.5K+ 11.77% |
$4.07M - $4.1M
|
764K
$37.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
74.7K+ 1098.68% |
$3.77M - $3.81M
|
81.5K
$3.97M
|
|
|
Nov 12, 2021
Q3 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
58.1KNew |
$2.94M - $2.96M
|
58.1K
$2.83M
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
52.3K+ 122.54% |
$2.64M - $2.66M
|
95K
$4.62M
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
52K+ 23.47% |
$2.63M - $2.65M
|
273K
$13.3M
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
50.7K+ 67.47% |
$2.56M - $2.58M
|
126K
$6.12M
|
|
|
Nov 16, 2021
Q3 2021
|
Triumph Capital Management
|
BUY
|
- |
47.9KNew |
$2.42M - $2.44M
|
47.9K
$2.33M
|
|
|
Oct 27, 2021
Q3 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
44.6K+ 192.66% |
$2.25M - $2.27M
|
67.8K
$3.3M
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
42.9K+ 12.22% |
$2.17M - $2.19M
|
394K
$19.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
40K+ 63.49% |
$2.02M - $2.04M
|
103K
$5.01M
|
|
|
Nov 15, 2021
Q3 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
39.7K+ 2.55% |
$2M - $2.02M
|
1.6M
$77.6M
|
|
|
Oct 26, 2021
Q3 2021
|
Karp Capital Management Corp
|
BUY
|
- |
37.8K+ 22.87% |
$1.91M - $1.92M
|
203K
$9.87M
|
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
36.5K+ 608.92% |
$1.85M - $1.86M
|
42.5K
$2.07M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
34K+ 1.46% |
$1.72M - $1.73M
|
2.36M
$115M
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
33.3K+ 8.75% |
$1.68M - $1.69M
|
414K
$20.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
31.4K+ 6.59% |
$1.59M - $1.6M
|
508K
$24.7M
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
29.6K+ 36.55% |
$1.5M - $1.51M
|
111K
$5.39M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
26.4K+ 510.27% |
$1.34M - $1.35M
|
31.6K
$1.54M
|
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
26KNew |
$1.31M - $1.32M
|
26K
$1.26M
|
|
|
Nov 05, 2021
Q3 2021
|
American Financial Advisors, LLC
|
BUY
|
- |
25.9K+ 5.31% |
$1.31M - $1.32M
|
514K
$25M
|
|
|
Oct 27, 2021
Q3 2021
|
Tl Private Wealth
|
BUY
|
- |
22.9K+ 7.33% |
$1.15M - $1.16M
|
335K
$16.3M
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
22.7KNew |
$1.15M - $1.16M
|
22.7K
$1.11M
|
|
|
Nov 16, 2021
Q3 2021
|
E Rn Financial, LLC
|
BUY
|
- |
22.3K+ 9.36% |
$1.13M - $1.14M
|
261K
$12.7M
|
|
|
Nov 09, 2021
Q3 2021
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
19.4K+ 2.09% |
$979K - $987K
|
947K
$46.1M
|
|
|
Nov 01, 2021
Q3 2021
|
Wealthpoint, LLC
|
BUY
|
- |
19K+ 8.76% |
$960K - $968K
|
236K
$11.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18.4K+ 68.95% |
$931K - $939K
|
45.2K
$2.2M
|