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
|
Rda Financial Network
|
BUY
|
- |
285+ 4.76% |
$14.4K - $14.5K
|
6.27K
$305K
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
275+ 2.2% |
$13.9K - $14K
|
12.8K
$620K
|
|
Nov 05, 2021
Q3 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
251+ 1.86% |
$12.7K - $12.8K
|
13.8K
$668K
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
222+ 3.31% |
$11.2K - $11.3K
|
6.93K
$337K
|
|
Nov 16, 2021
Q3 2021
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
160+ 0.34% |
$8.08K - $8.15K
|
46.5K
$2.26M
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
151+ 12.08% |
$7.63K - $7.69K
|
1.4K
$68K
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
145+ 2.86% |
$7.33K - $7.39K
|
5.21K
$253K
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
123+ 1.2% |
$6.21K - $6.27K
|
10.4K
$503K
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
96+ 1.51% |
$4.85K - $4.89K
|
6.47K
$314K
|
|
Nov 01, 2021
Q3 2021
|
Center For Asset Management LLC
|
BUY
|
- |
91+ 1.36% |
$4.6K - $4.64K
|
6.77K
$329K
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
75New |
$3.79K - $3.82K
|
75
$3.64K
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
48+ 0.84% |
$2.42K - $2.45K
|
5.74K
$279K
|
|
Oct 19, 2021
Q3 2021
|
Cambridge Advisors Inc.
|
BUY
|
- |
47+ 0.16% |
$2.37K - $2.39K
|
29.6K
$1.44M
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
31+ 0.48% |
$1.57K - $1.58K
|
6.47K
$314K
|
|
Nov 10, 2021
Q3 2021
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
28+ 0.07% |
$1.41K - $1.43K
|
40.3K
$1.96M
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
12+ 0.49% |
$606 - $611
|
2.48K
$121K
|
|
Nov 03, 2021
Q3 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
12+ 0.23% |
$606 - $611
|
5.23K
$254K
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
11+ 0.22% |
$556 - $560
|
5.12K
$248K
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
7+ 0.14% |
$354 - $357
|
5.18K
$251K
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-10Closed |
$505 - $509
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-20- 0.21% |
$1.01K - $1.02K
|
9.72K
$472K
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-20Closed |
$1.01K - $1.02K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-34- 0.12% |
$1.72K - $1.73K
|
27.8K
$1.35M
|
|
Nov 15, 2021
Q3 2021
|
Antonetti Capital Management LLC
|
SELL
|
- |
-50- 7.69% |
$2.53K - $2.55K
|
600
$29.1K
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-51- 8.37% |
$2.58K - $2.6K
|
558
$27.1K
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-77- 0.51% |
$3.89K - $3.92K
|
15.1K
$733K
|
|
Oct 06, 2021
Q3 2021
|
Clarus Wealth Advisors
|
SELL
|
- |
-80- 0.6% |
$4.04K - $4.08K
|
13.4K
$648K
|
|
Oct 22, 2021
Q3 2021
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-81Closed |
$4.09K - $4.13K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-109- 2.58% |
$5.51K - $5.55K
|
4.12K
$200K
|
|
Oct 05, 2021
Q3 2021
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-109Closed |
$5.51K - $5.55K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-129- 1.18% |
$6.52K - $6.57K
|
10.8K
$524K
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-135- 29.54% |
$6.82K - $6.88K
|
322
$15.6K
|
|
Nov 15, 2021
Q3 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-137- 2.01% |
$6.92K - $6.98K
|
6.67K
$324K
|
|
Nov 12, 2021
Q3 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-146Closed |
$7.38K - $7.44K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-154- 0.65% |
$7.78K - $7.84K
|
23.4K
$1.14M
|
|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-162Closed |
$8.18K - $8.25K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-170Closed |
$8.59K - $8.66K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-179- 1.76% |
$9.04K - $9.12K
|
10K
$486K
|
|
Nov 12, 2021
Q3 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-193- 0.23% |
$9.75K - $9.83K
|
83.8K
$4.07M
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-200Closed |
$10.1K - $10.2K
|
0
$0
|
|
Jan 02, 2024
Q3 2021
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-203- 1.42% |
$10.3K - $10.3K
|
14.1K
$683K
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-210Closed |
$10.6K - $10.7K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-249- 1.99% |
$12.6K - $12.7K
|
12.3K
$596K
|
|
Oct 07, 2021
Q3 2021
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-265- 1.12% |
$13.4K - $13.5K
|
23.5K
$1.14M
|
|
Nov 04, 2021
Q3 2021
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-279- 4.1% |
$14.1K - $14.2K
|
6.53K
$317K
|
|
Oct 29, 2021
Q3 2021
|
Motco
|
SELL
|
- |
-293Closed |
$14.8K - $14.9K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-346- 3.27% |
$17.5K - $17.6K
|
10.2K
$497K
|
|
Oct 19, 2021
Q3 2021
|
Telos Capital Management, Inc.
|
SELL
|
- |
-374- 4.23% |
$18.9K - $19.1K
|
8.48K
$412K
|
|
Nov 24, 2021
Q3 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-462- 28.36% |
$23.3K - $23.5K
|
1.17K
$56.7K
|