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 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.67K+ 8.53% |
$135K - $136K
|
33.9K
$1.65M
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
2.58K+ 15.96% |
$131K - $132K
|
18.8K
$912K
|
|
Oct 08, 2021
Q3 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
2.55K+ 1.9% |
$129K - $130K
|
137K
$6.65M
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.52K+ 56.66% |
$127K - $128K
|
6.96K
$338K
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.52K+ 56.66% |
$127K - $128K
|
6.96K
$338K
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.45K+ 8.51% |
$124K - $125K
|
31.3K
$1.52M
|
|
Oct 14, 2021
Q3 2021
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
2.44K+ 41.33% |
$123K - $124K
|
8.36K
$406K
|
|
Oct 26, 2021
Q3 2021
|
Prism Advisors, Inc.
|
BUY
|
- |
2.26K+ 1.01% |
$114K - $115K
|
225K
$10.9M
|
|
Nov 15, 2021
Q3 2021
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.14K+ 2.7% |
$108K - $109K
|
81.3K
$3.95M
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.1K+ 4.77% |
$106K - $107K
|
46.1K
$2.24M
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
2.09K+ 42.48% |
$106K - $107K
|
7.02K
$341K
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.02K+ 37.31% |
$102K - $103K
|
7.45K
$362K
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
1.97KNew |
$99.4K - $100K
|
1.97K
$95.6K
|
|
Oct 18, 2021
Q3 2021
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
1.87K+ 0.8% |
$94.6K - $95.4K
|
235K
$11.4M
|
|
Nov 12, 2021
Q3 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.78K+ 13.7% |
$89.7K - $90.4K
|
14.7K
$715K
|
|
Nov 05, 2021
Q3 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.74K+ 4.99% |
$87.8K - $88.5K
|
36.5K
$1.77M
|
|
Oct 13, 2021
Q3 2021
|
Beacon Financial Group
|
BUY
|
- |
1.72K+ 0.77% |
$87.1K - $87.8K
|
226K
$11M
|
|
Nov 04, 2021
Q3 2021
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
1.71K+ 16.91% |
$86.4K - $87.1K
|
11.8K
$574K
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.7K+ 0.13% |
$85.8K - $86.5K
|
1.26M
$61.2M
|
|
Nov 15, 2021
Q3 2021
|
Townsquare Capital LLC
|
BUY
|
- |
1.67K+ 8.29% |
$84.1K - $84.8K
|
21.7K
$1.06M
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.65K+ 12.96% |
$83.5K - $84.2K
|
14.4K
$699K
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.65K+ 12.96% |
$83.5K - $84.2K
|
14.4K
$699K
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.62K+ 19.76% |
$81.8K - $82.5K
|
9.81K
$477K
|
|
Nov 10, 2021
Q3 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
1.56K+ 1.66% |
$78.9K - $79.5K
|
95.7K
$4.65M
|
|
Nov 12, 2021
Q3 2021
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.5K+ 6.39% |
$75.8K - $76.4K
|
25K
$1.21M
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.44K+ 0.84% |
$72.9K - $73.5K
|
173K
$8.4M
|
|
Nov 15, 2021
Q3 2021
|
Patten Group, Inc.
|
BUY
|
- |
1.41K+ 3.75% |
$71.4K - $72K
|
39.1K
$1.9M
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.38K+ 1.69% |
$69.9K - $70.5K
|
83.4K
$4.05M
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
1.34K+ 4.94% |
$67.7K - $68.3K
|
28.5K
$1.38M
|
|
Oct 28, 2021
Q3 2021
|
Grove Bank & Trust
|
BUY
|
- |
1.3K+ 0.83% |
$65.8K - $66.4K
|
159K
$7.71M
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.29K+ 13.19% |
$65.3K - $65.8K
|
11.1K
$539K
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1.29K+ 1.28% |
$64.9K - $65.5K
|
102K
$4.94M
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.25K+ 1.33% |
$63.1K - $63.6K
|
95.3K
$4.63M
|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.15K+ 16.18% |
$58.2K - $58.7K
|
8.27K
$402K
|
|
Nov 12, 2021
Q3 2021
|
Strong Box Wealth, LLC
|
BUY
|
- |
1.11K+ 4.47% |
$55.9K - $56.3K
|
25.9K
$1.26M
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.09K+ 25.61% |
$55K - $55.4K
|
5.34K
$259K
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.04K+ 4.0% |
$52.3K - $52.7K
|
26.9K
$1.31M
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
1.03K+ 25.19% |
$52.1K - $52.6K
|
5.13K
$249K
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
964+ 31.87% |
$48.7K - $49.1K
|
3.99K
$194K
|
|
Oct 27, 2021
Q3 2021
|
Darwin Advisors, LLC
|
BUY
|
- |
859+ 0.27% |
$43.4K - $43.8K
|
320K
$15.5M
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
838+ 1862.22% |
$42.3K - $42.7K
|
883
$42.9K
|
|
Nov 12, 2021
Q3 2021
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
803+ 5.93% |
$40.6K - $40.9K
|
14.3K
$696K
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
604New |
$30.5K - $30.8K
|
604
$29.3K
|
|
Nov 04, 2021
Q3 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
570+ 3.06% |
$28.8K - $29K
|
19.2K
$932K
|
|
Oct 21, 2021
Q3 2021
|
Chiron Capital Management, LLC
|
BUY
|
- |
541+ 2.25% |
$27.3K - $27.6K
|
24.6K
$1.19M
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
500New |
$25.3K - $25.5K
|
500
$24.3K
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
499+ 59.19% |
$25.2K - $25.4K
|
1.34K
$65.2K
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
453+ 1.37% |
$22.9K - $23.1K
|
33.6K
$1.63M
|
|
Nov 12, 2021
Q3 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
407New |
$20.6K - $20.7K
|
407
$19.8K
|
|
Oct 13, 2021
Q3 2021
|
Mattern Wealth Management LLC
|
BUY
|
- |
300+ 1.07% |
$15.2K - $15.3K
|
28.4K
$1.38M
|