Purchases and Sales Made in Q3 2023 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 2023. 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, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
7.55K+ 50.01% |
$356K - $362K
|
22.7K
$1.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
7.16K+ 14912.5% |
$337K - $343K
|
7.21K
$350K
|
|
|
Oct 10, 2023
Q3 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
6.78K+ 3.6% |
$320K - $325K
|
195K
$9.48M
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.49KNew |
$306K - $311K
|
6.49K
$315K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.24K+ 3.42% |
$294K - $299K
|
189K
$9.16M
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
5.99K+ 136.27% |
$283K - $287K
|
10.4K
$505K
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.9K+ 9.66% |
$278K - $283K
|
67K
$3.25M
|
|
|
Oct 31, 2023
Q3 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
5.74K+ 5.32% |
$270K - $275K
|
114K
$5.52M
|
|
|
Oct 27, 2023
Q3 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
5.13K+ 8.63% |
$242K - $246K
|
64.5K
$3.14M
|
|
|
Oct 30, 2023
Q3 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
5.06K+ 23.61% |
$238K - $242K
|
26.5K
$1.29M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
5.01KNew |
$236K - $240K
|
5.01K
$243K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
5K+ 64.94% |
$236K - $240K
|
12.7K
$617K
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
4.76KNew |
$225K - $228K
|
4.76K
$231K
|
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
4.75KNew |
$224K - $228K
|
4.75K
$231K
|
|
|
Nov 14, 2023
Q3 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4.7KNew |
$221K - $225K
|
4.7K
$228K
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.49KNew |
$212K - $215K
|
4.49K
$218K
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.34KNew |
$204K - $208K
|
4.34K
$211K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.25K+ 16.97% |
$200K - $204K
|
29.3K
$1.42M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.06K+ 25.89% |
$192K - $195K
|
19.8K
$960K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4.03K+ 12.43% |
$190K - $193K
|
36.5K
$1.77M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.92K+ 2.4% |
$185K - $188K
|
167K
$8.11M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
3.86K+ 11.08% |
$182K - $185K
|
38.7K
$1.88M
|
|
|
Oct 27, 2023
Q3 2023
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
3.2K+ 82.05% |
$151K - $153K
|
7.1K
$345K
|
|
|
Oct 23, 2023
Q3 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
3.15K+ 2.05% |
$148K - $151K
|
157K
$7.62M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.04K+ 13.38% |
$143K - $146K
|
25.8K
$1.25M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.86K+ 4.77% |
$135K - $137K
|
62.8K
$3.05M
|
|
|
Nov 08, 2023
Q3 2023
|
Holistic Financial Partners
|
BUY
|
- |
2.83K+ 22.05% |
$133K - $136K
|
15.6K
$760K
|
|
|
Oct 17, 2023
Q3 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
2.46K+ 3.28% |
$116K - $118K
|
77.5K
$3.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.42K+ 2.09% |
$114K - $116K
|
118K
$5.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
2.41K+ 2.6% |
$114K - $115K
|
95.2K
$4.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.41K+ 15.77% |
$113K - $115K
|
17.7K
$858K
|
|
|
Oct 17, 2023
Q3 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
2.4K+ 2.77% |
$113K - $115K
|
89.2K
$4.33M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.29K+ 11.33% |
$108K - $110K
|
22.5K
$1.09M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.1K+ 0.91% |
$98.9K - $101K
|
232K
$11.3M
|
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.87K+ 4.34% |
$88.2K - $89.6K
|
44.9K
$2.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.83K+ 3.35% |
$86.1K - $87.6K
|
56.4K
$2.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.81K+ 4.9% |
$85.2K - $86.6K
|
38.7K
$1.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.58K+ 315.4% |
$74.4K - $75.6K
|
2.08K
$101K
|
|
|
Oct 27, 2023
Q3 2023
|
Narwhal Capital Management
|
BUY
|
- |
1.57K+ 16.7% |
$74.1K - $75.3K
|
11K
$533K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.48KNew |
$69.7K - $70.9K
|
1.48K
$71.8K
|
|
|
Nov 07, 2023
Q3 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.47K+ 1.96% |
$69.1K - $70.3K
|
76.3K
$3.71M
|
|
|
Oct 25, 2023
Q3 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.46K+ 1.18% |
$68.9K - $70K
|
125K
$6.07M
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
1.43K+ 1.29% |
$67.6K - $68.7K
|
113K
$5.48M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.32K+ 3.64% |
$62.3K - $63.4K
|
37.6K
$1.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.31K+ 7.84% |
$61.8K - $62.8K
|
18K
$875K
|
|
|
Nov 14, 2023
Q3 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
1.25K+ 3.74% |
$58.8K - $59.8K
|
34.6K
$1.68M
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
1.2K+ 10.45% |
$56.6K - $57.6K
|
12.7K
$616K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.07K+ 4.37% |
$50.3K - $51.1K
|
25.5K
$1.24M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
919+ 1.42% |
$43.3K - $44.1K
|
65.8K
$3.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
826+ 26.2% |
$38.9K - $39.6K
|
3.98K
$193K
|