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 |
---|---|---|---|---|---|---|---|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.83KNew |
$134K - $137K
|
2.83K
$138K
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.65K+ 1.16% |
$126K - $129K
|
232K
$11.3M
|
|
Nov 04, 2022
Q3 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.56K+ 34.99% |
$121K - $124K
|
9.89K
$481K
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.34K+ 16.36% |
$111K - $113K
|
16.6K
$808K
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.31K+ 49.29% |
$109K - $112K
|
6.99K
$340K
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.25K+ 7.93% |
$106K - $109K
|
30.6K
$1.49M
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.01K+ 5.53% |
$95.3K - $97.8K
|
38.4K
$1.87M
|
|
Oct 26, 2022
Q3 2022
|
Avestar Capital, LLC
|
BUY
|
- |
1.99K+ 13.6% |
$94.3K - $96.8K
|
16.6K
$809K
|
|
Nov 14, 2022
Q3 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
1.91K+ 13.51% |
$90.4K - $92.7K
|
16K
$780K
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.61K+ 128.56% |
$76.1K - $78.1K
|
2.86K
$139K
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.57K+ 23.51% |
$74.4K - $76.4K
|
8.26K
$402K
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.49K+ 1.26% |
$70.6K - $72.5K
|
120K
$5.83M
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
1.4K+ 12.27% |
$66.3K - $68K
|
12.8K
$623K
|
|
Jul 10, 2024
Q3 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
1.38K+ 32.74% |
$65.2K - $66.9K
|
5.58K
$272K
|
|
Nov 23, 2022
Q3 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.27K+ 3.14% |
$59.9K - $61.5K
|
41.6K
$2.02M
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.14K+ 11.53% |
$54K - $55.4K
|
11K
$537K
|
|
Nov 10, 2022
Q3 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.11K+ 10.58% |
$52.4K - $53.7K
|
11.6K
$562K
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
BUY
|
- |
1.03K+ 4.96% |
$48.9K - $50.1K
|
21.8K
$1.06M
|
|
Nov 09, 2022
Q3 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.01K+ 14.56% |
$47.9K - $49.1K
|
7.95K
$387K
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
964+ 52.11% |
$45.6K - $46.8K
|
2.81K
$137K
|
|
Nov 02, 2022
Q3 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
932+ 0.55% |
$44.1K - $45.3K
|
170K
$8.26M
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
919+ 1.42% |
$43.5K - $44.6K
|
65.8K
$3.2M
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
862+ 10.05% |
$40.8K - $41.9K
|
9.44K
$459K
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
755New |
$35.7K - $36.7K
|
755
$36.7K
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
725New |
$34.3K - $35.2K
|
725
$35.3K
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
722+ 2.38% |
$34.2K - $35.1K
|
31K
$1.51M
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
697+ 29.38% |
$33K - $33.9K
|
3.07K
$149K
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
657+ 6.19% |
$31.1K - $31.9K
|
11.3K
$548K
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
652New |
$30.9K - $31.7K
|
652
$31.7K
|
|
Oct 31, 2022
Q3 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
641+ 4.07% |
$30.4K - $31.1K
|
16.4K
$797K
|
|
Oct 13, 2022
Q3 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
620+ 2.0% |
$29.4K - $30.1K
|
31.7K
$1.54M
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
578+ 32.2% |
$27.4K - $28.1K
|
2.37K
$115K
|
|
Nov 03, 2022
Q3 2022
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
573+ 10.46% |
$27.1K - $27.8K
|
6.05K
$294K
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
554+ 1.13% |
$26.2K - $26.9K
|
49.4K
$2.4M
|
|
Nov 03, 2022
Q3 2022
|
Moneywise, Inc.
|
BUY
|
- |
553+ 1.55% |
$26.2K - $26.9K
|
36.1K
$1.76M
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
533+ 1.67% |
$25.2K - $25.9K
|
32.5K
$1.58M
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
503+ 8.03% |
$23.8K - $24.4K
|
6.77K
$329K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
496+ 0.63% |
$23.5K - $24.1K
|
78.7K
$3.83M
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
492+ 11.77% |
$23.3K - $23.9K
|
4.67K
$227K
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
464+ 0.76% |
$22K - $22.5K
|
61.7K
$3M
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
453+ 9.25% |
$21.4K - $22K
|
5.35K
$260K
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
446+ 4.21% |
$21.1K - $21.7K
|
11K
$536K
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
BUY
|
- |
439New |
$20.8K - $21.3K
|
439
$21.4K
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
437+ 12.78% |
$20.7K - $21.2K
|
3.86K
$188K
|
|
Nov 08, 2022
Q3 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
426+ 0.24% |
$20.2K - $20.7K
|
178K
$8.66M
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
411+ 0.54% |
$19.5K - $20K
|
77.2K
$3.75M
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
371+ 7.35% |
$17.6K - $18K
|
5.42K
$264K
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
292+ 0.18% |
$13.8K - $14.2K
|
161K
$7.85M
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
275+ 14.86% |
$13K - $13.4K
|
2.13K
$103K
|
|
Nov 14, 2022
Q3 2022
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
271+ 3.78% |
$12.8K - $13.2K
|
7.45K
$362K
|