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 14, 2022
Q3 2022
|
Wealth Effects LLC
|
SELL
|
- |
-1.48K- 1.83% |
$70.2K - $72K
|
79.4K
$3.86M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-1.67K- 2.02% |
$79.2K - $81.2K
|
81.3K
$3.95M
|
|
|
Nov 07, 2022
Q3 2022
|
Essex LLC
|
SELL
|
- |
-1.71K- 4.0% |
$81.1K - $83.2K
|
41.1K
$2M
|
|
|
Nov 10, 2022
Q3 2022
|
Concentrum Wealth Management
|
SELL
|
- |
-1.94K- 7.88% |
$91.6K - $94K
|
22.6K
$1.1M
|
|
|
Oct 24, 2022
Q3 2022
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-1.94K- 27.05% |
$91.8K - $94.2K
|
5.23K
$254K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.99K- 2.39% |
$94K - $96.5K
|
80.9K
$3.94M
|
|
|
Oct 14, 2022
Q3 2022
|
Capital Market Strategies LLC
|
SELL
|
- |
-2K- 2.99% |
$94.7K - $97.2K
|
64.8K
$3.15M
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2.04K- 17.4% |
$96.8K - $99.3K
|
9.71K
$472K
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.25K- 8.25% |
$107K - $109K
|
25.1K
$1.22M
|
|
|
Oct 13, 2022
Q3 2022
|
Chiron Capital Management, LLC
|
SELL
|
- |
-2.28K- 9.16% |
$108K - $111K
|
22.6K
$1.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2.37K- 22.32% |
$112K - $115K
|
8.24K
$401K
|
|
|
Nov 10, 2022
Q3 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-2.49K- 0.91% |
$118K - $121K
|
270K
$13.1M
|
|
|
Oct 24, 2022
Q3 2022
|
Dfpg Investments, LLC
|
SELL
|
- |
-2.51K- 8.47% |
$119K - $122K
|
27.1K
$1.32M
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.67K- 3.97% |
$126K - $130K
|
64.4K
$3.13M
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
SELL
|
- |
-2.71K- 2.79% |
$128K - $132K
|
94.6K
$4.6M
|
|
|
Oct 25, 2022
Q3 2022
|
Friedenthal Financial
|
SELL
|
- |
-3.3K- 6.77% |
$156K - $160K
|
45.4K
$2.21M
|
|
|
Oct 12, 2022
Q3 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-3.49K- 6.25% |
$165K - $169K
|
52.3K
$2.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.94K- 44.19% |
$186K - $191K
|
4.97K
$242K
|
|
|
Nov 14, 2022
Q3 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-3.96K- 4.64% |
$187K - $192K
|
81.3K
$3.96M
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-3.97K- 20.02% |
$188K - $193K
|
15.9K
$772K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.06K- 10.58% |
$192K - $197K
|
34.3K
$1.67M
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-4.07K- 16.94% |
$193K - $198K
|
19.9K
$970K
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-4.16K- 5.13% |
$197K - $202K
|
76.9K
$3.74M
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.28K- 29.55% |
$202K - $208K
|
10.2K
$496K
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.43K- 1.12% |
$210K - $215K
|
390K
$19M
|
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5.34K- 11.13% |
$253K - $259K
|
42.6K
$2.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-5.91K- 37.17% |
$280K - $287K
|
9.99K
$486K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-6.02K- 32.15% |
$285K - $293K
|
12.7K
$618K
|
|
|
Oct 12, 2022
Q3 2022
|
Prism Advisors, Inc.
|
SELL
|
- |
-6.24K- 2.53% |
$295K - $303K
|
241K
$11.7M
|
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
SELL
|
- |
-6.33K- 10.4% |
$300K - $307K
|
54.5K
$2.65M
|
|
|
Nov 07, 2022
Q3 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-6.33K- 4.1% |
$300K - $308K
|
148K
$7.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-6.46K- 10.12% |
$306K - $314K
|
57.3K
$2.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6.5K- 10.94% |
$308K - $316K
|
52.9K
$2.57M
|
|
|
Nov 09, 2022
Q3 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-6.58K- 2.89% |
$311K - $319K
|
221K
$10.7M
|
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-6.62K- 50.18% |
$314K - $322K
|
6.58K
$320K
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-6.62K- 50.19% |
$314K - $322K
|
6.57K
$320K
|
|
|
Nov 15, 2022
Q3 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-6.82K- 18.37% |
$323K - $331K
|
30.3K
$1.47M
|
|
|
Nov 01, 2022
Q3 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-6.98K- 6.56% |
$331K - $339K
|
99.4K
$4.84M
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-7.11K- 45.96% |
$337K - $345K
|
8.36K
$407K
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.74K- 4.45% |
$366K - $376K
|
166K
$8.07M
|
|
|
Oct 19, 2022
Q3 2022
|
Shaker Investments LLC
|
SELL
|
- |
-7.79K- 56.84% |
$369K - $379K
|
5.92K
$288K
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-8.47K- 6.34% |
$401K - $412K
|
125K
$6.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-9.01K- 40.71% |
$427K - $438K
|
13.1K
$638K
|
|
|
Nov 02, 2022
Q3 2022
|
Retirement Guys Formula LLC
|
SELL
|
- |
-9.38K- 33.93% |
$444K - $456K
|
18.3K
$889K
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-9.58K- 41.89% |
$454K - $466K
|
13.3K
$647K
|
|
|
Oct 27, 2022
Q3 2022
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-9.64K- 14.47% |
$456K - $468K
|
57K
$2.77M
|
|
|
Nov 30, 2023
Q3 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-9.68K- 5.88% |
$458K - $470K
|
155K
$7.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.94K- 4.75% |
$471K - $483K
|
199K
$9.7M
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-9.95K- 38.01% |
$471K - $483K
|
16.2K
$789K
|
|
|
Nov 10, 2022
Q3 2022
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-10.3K- 11.64% |
$486K - $499K
|
78K
$3.79M
|