Purchases and Sales Made in Q3 2022 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 2022. 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 08, 2022
Q3 2022
|
Rmr Wealth Builders
|
BUY
|
- |
13.5K+ 11.08% |
$641K - $657K
|
136K
$6.6M
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.3K+ 4.97% |
$628K - $644K
|
280K
$13.6M
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
12.9K+ 33.5% |
$613K - $628K
|
51.6K
$2.51M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.8K+ 1.76% |
$560K - $575K
|
685K
$33.3M
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
11.7KNew |
$556K - $570K
|
11.7K
$571K
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
11.3K+ 12.54% |
$536K - $550K
|
102K
$4.94M
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
11K+ 2.87% |
$520K - $533K
|
394K
$19.1M
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
10.6K+ 3.67% |
$501K - $514K
|
299K
$14.5M
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.5K+ 7.63% |
$497K - $510K
|
148K
$7.2M
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.2K+ 81.79% |
$484K - $497K
|
22.7K
$1.11M
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
9.84K+ 61.39% |
$466K - $478K
|
25.9K
$1.26M
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
9.84K+ 61.39% |
$466K - $478K
|
25.9K
$1.26M
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
BUY
|
- |
9.54K+ 16.69% |
$452K - $463K
|
66.7K
$3.24M
|
|
Oct 25, 2022
Q3 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
9.46KNew |
$448K - $460K
|
9.46K
$460K
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
9.18KNew |
$435K - $446K
|
9.18K
$446K
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.59K+ 68.12% |
$407K - $417K
|
21.2K
$1.03M
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.79K+ 4.18% |
$369K - $378K
|
194K
$9.43M
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
7.32K+ 26.15% |
$347K - $356K
|
35.3K
$1.72M
|
|
Nov 14, 2022
Q3 2022
|
E Rn Financial, LLC
|
BUY
|
- |
7.32K+ 2.63% |
$346K - $355K
|
286K
$13.9M
|
|
Oct 27, 2022
Q3 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
7.24K+ 16.25% |
$343K - $352K
|
51.8K
$2.52M
|
|
Oct 26, 2022
Q3 2022
|
Spc Financial, Inc.
|
BUY
|
- |
7.22K+ 1.37% |
$342K - $351K
|
534K
$26M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
6.99K+ 5.22% |
$331K - $339K
|
141K
$6.85M
|
|
Oct 06, 2022
Q3 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
6.94K+ 2.71% |
$328K - $337K
|
263K
$12.8M
|
|
Oct 26, 2022
Q3 2022
|
Sargent Investment Group, LLC
|
BUY
|
- |
6.93K+ 30.69% |
$328K - $337K
|
29.5K
$1.44M
|
|
Nov 09, 2022
Q3 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
6.65KNew |
$315K - $323K
|
6.65K
$323K
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.65K+ 76.7% |
$315K - $323K
|
15.3K
$745K
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
6.59KNew |
$312K - $320K
|
6.59K
$320K
|
|
Nov 07, 2022
Q3 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
6.01K+ 2.86% |
$285K - $292K
|
216K
$10.5M
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.01KNew |
$284K - $292K
|
6.01K
$292K
|
|
Oct 21, 2022
Q3 2022
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
5.9K+ 1.86% |
$279K - $287K
|
322K
$15.7M
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.79KNew |
$274K - $281K
|
5.79K
$282K
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
5.74K+ 27.83% |
$272K - $279K
|
26.4K
$1.28M
|
|
Oct 18, 2022
Q3 2022
|
Wealthpoint, LLC
|
BUY
|
- |
5.64K+ 2.25% |
$267K - $274K
|
256K
$12.5M
|
|
Oct 26, 2022
Q3 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
5.57K+ 3.75% |
$264K - $271K
|
154K
$7.5M
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.17K+ 2.57% |
$245K - $251K
|
206K
$10M
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
5.16K+ 6.5% |
$244K - $251K
|
84.6K
$4.12M
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4.31K+ 95.2% |
$204K - $209K
|
8.83K
$429K
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.23KNew |
$200K - $205K
|
4.23K
$206K
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
4.2K+ 31.36% |
$199K - $204K
|
17.6K
$856K
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
4.04KNew |
$191K - $196K
|
4.04K
$196K
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.82K+ 58.29% |
$181K - $185K
|
10.4K
$504K
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.82K+ 58.29% |
$181K - $185K
|
10.4K
$504K
|
|
Nov 09, 2022
Q3 2022
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
3.8KNew |
$180K - $185K
|
3.8K
$185K
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
BUY
|
- |
3.77K+ 3.26% |
$179K - $183K
|
120K
$5.81M
|
|
Oct 18, 2022
Q3 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
3.51K+ 78.04% |
$166K - $170K
|
8K
$389K
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
3.31K+ 14.55% |
$157K - $161K
|
26.1K
$1.27M
|
|
Oct 14, 2022
Q3 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.14K+ 10.42% |
$149K - $153K
|
33.3K
$1.62M
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.14K+ 1.97% |
$149K - $152K
|
162K
$7.9M
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.95K+ 112.58% |
$140K - $143K
|
5.58K
$271K
|
|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
2.84K+ 41.41% |
$134K - $138K
|
9.68K
$471K
|