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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
16.4K+ 14.33% |
$828K - $835K
|
131K
$6.35M
|
|
|
Oct 21, 2021
Q3 2021
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
15.5KNew |
$782K - $789K
|
15.5K
$752K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
14.7K+ 4.16% |
$744K - $750K
|
368K
$17.9M
|
|
|
Nov 04, 2021
Q3 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
14.7K+ 4.65% |
$741K - $747K
|
330K
$16M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
14.4K+ 22.12% |
$729K - $735K
|
79.6K
$3.87M
|
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
14.3KNew |
$720K - $726K
|
14.3K
$692K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.2K+ 36.36% |
$718K - $724K
|
53.3K
$2.59M
|
|
|
Oct 25, 2021
Q3 2021
|
Atlas Private Wealth Management
|
BUY
|
- |
14.2K+ 10.85% |
$718K - $724K
|
145K
$7.05M
|
|
|
Oct 19, 2021
Q3 2021
|
Dfpg Investments, LLC
|
BUY
|
- |
14.2K+ 76.01% |
$717K - $723K
|
32.9K
$1.6M
|
|
|
Oct 12, 2021
Q3 2021
|
Cypress Capital Group
|
BUY
|
- |
13.6K+ 3.95% |
$689K - $694K
|
358K
$17.4M
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
12.8K+ 21.55% |
$647K - $652K
|
72.2K
$3.51M
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
12K+ 5.91% |
$608K - $613K
|
216K
$10.5M
|
|
|
Oct 29, 2021
Q3 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
10.5K+ 11.68% |
$530K - $535K
|
100K
$4.87M
|
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
9.82K+ 8.3% |
$496K - $500K
|
128K
$6.22M
|
|
|
Nov 09, 2021
Q3 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
9.65K+ 3.74% |
$487K - $492K
|
268K
$13M
|
|
|
Oct 21, 2021
Q3 2021
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
8.82K+ 12.03% |
$446K - $449K
|
82.2K
$3.99M
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.65K+ 49.02% |
$437K - $441K
|
26.3K
$1.28M
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.48K+ 143.24% |
$428K - $432K
|
14.4K
$699K
|
|
|
Oct 14, 2021
Q3 2021
|
Purus Wealth Management, LLC
|
BUY
|
- |
8.32KNew |
$420K - $424K
|
8.32K
$404K
|
|
|
Oct 28, 2021
Q3 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
8.28K+ 27.09% |
$418K - $422K
|
38.9K
$1.89M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.27K+ 2.43% |
$418K - $421K
|
349K
$16.9M
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
8.26K+ 2.65% |
$417K - $421K
|
320K
$15.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Pacific Sun Financial Corp
|
BUY
|
- |
7.37KNew |
$372K - $375K
|
7.37K
$358K
|
|
|
Oct 12, 2021
Q3 2021
|
First Premier Bank
|
BUY
|
- |
7.25K+ 68.86% |
$366K - $369K
|
17.8K
$864K
|
|
|
Feb 23, 2022
Q3 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
7.08K+ 17.41% |
$358K - $361K
|
47.8K
$2.32M
|
|
|
Oct 14, 2021
Q3 2021
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
6.77KNew |
$342K - $345K
|
6.77K
$329K
|
|
|
Oct 29, 2021
Q3 2021
|
O Donnell Financial Services, LLC
|
BUY
|
- |
6.37KNew |
$322K - $324K
|
6.37K
$309K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.73K+ 153.66% |
$289K - $292K
|
9.46K
$459K
|
|
|
Nov 12, 2021
Q3 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
5.67KNew |
$287K - $289K
|
5.67K
$276K
|
|
|
Oct 07, 2021
Q3 2021
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
5.24K+ 13.32% |
$265K - $267K
|
44.6K
$2.16M
|
|
|
Nov 15, 2021
Q3 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
5.15KNew |
$260K - $262K
|
5.15K
$250K
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.07KNew |
$256K - $258K
|
5.07K
$246K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
5.01K+ 3.81% |
$253K - $255K
|
136K
$6.62M
|
|
|
Nov 03, 2021
Q3 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
4.71KNew |
$238K - $240K
|
4.71K
$229K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.56K+ 8.07% |
$230K - $232K
|
61K
$2.96M
|
|
|
Oct 12, 2021
Q3 2021
|
Moneywise, Inc.
|
BUY
|
- |
4.31K+ 8.85% |
$218K - $220K
|
53K
$2.58M
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.95K+ 53.45% |
$199K - $201K
|
11.3K
$550K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.92K+ 29.38% |
$198K - $200K
|
17.2K
$838K
|
|
|
Nov 12, 2021
Q3 2021
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
3.92K+ 1.96% |
$198K - $199K
|
203K
$9.87M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.85K+ 57.14% |
$195K - $196K
|
10.6K
$514K
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.79K+ 2.71% |
$191K - $193K
|
144K
$6.97M
|
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.67K+ 17.5% |
$185K - $187K
|
24.6K
$1.2M
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.64K+ 83.39% |
$184K - $185K
|
8.01K
$389K
|
|
|
Nov 09, 2021
Q3 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3.55K+ 1.2% |
$179K - $181K
|
299K
$14.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.45K+ 0.52% |
$174K - $176K
|
667K
$32.4M
|
|
|
Nov 02, 2021
Q3 2021
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
3.15K+ 0.49% |
$159K - $160K
|
640K
$31.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.12K+ 7.05% |
$158K - $159K
|
47.4K
$2.3M
|
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
2.9KNew |
$147K - $148K
|
2.9K
$141K
|
|
|
Oct 19, 2021
Q3 2021
|
Ballew Advisors, Inc
|
BUY
|
- |
2.84K+ 19.0% |
$144K - $145K
|
17.8K
$865K
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
2.75K+ 2.22% |
$139K - $140K
|
127K
$6.14M
|