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 08, 2023
Q3 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-5.22K- 31.63% |
$246K - $250K
|
11.3K
$548K
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-5.23K- 29.13% |
$247K - $251K
|
12.7K
$618K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.29K- 3.99% |
$249K - $253K
|
127K
$6.18M
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-5.32K- 17.84% |
$251K - $255K
|
24.5K
$1.19M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.39K- 1.26% |
$254K - $259K
|
424K
$20.6M
|
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-5.74K- 14.94% |
$271K - $275K
|
32.7K
$1.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-5.98K- 7.1% |
$282K - $287K
|
78.3K
$3.8M
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-6K- 1.88% |
$283K - $288K
|
313K
$15.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.07K- 19.93% |
$286K - $291K
|
24.4K
$1.18M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-6.15K- 3.11% |
$290K - $295K
|
192K
$9.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.21K- 0.47% |
$293K - $298K
|
1.32M
$64.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-6.24K- 14.26% |
$294K - $299K
|
37.6K
$1.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-6.25K- 31.33% |
$294K - $299K
|
13.7K
$665K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-6.41K- 60.91% |
$302K - $307K
|
4.11K
$200K
|
|
|
Oct 16, 2023
Q3 2023
|
Wealth Effects LLC
|
SELL
|
- |
-6.49K- 15.05% |
$306K - $311K
|
36.6K
$1.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-6.51K- 10.97% |
$307K - $312K
|
52.8K
$2.57M
|
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-6.67K- 2.28% |
$314K - $320K
|
285K
$13.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-6.8K- 50.96% |
$321K - $326K
|
6.55K
$318K
|
|
|
Nov 07, 2023
Q3 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-7.02K- 2.64% |
$331K - $336K
|
259K
$12.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.08K- 16.18% |
$334K - $339K
|
36.7K
$1.78M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-7.08K- 6.32% |
$334K - $340K
|
105K
$5.1M
|
|
|
Nov 14, 2023
Q3 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-7.17K- 1.3% |
$338K - $344K
|
546K
$26.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-7.66K- 2.46% |
$361K - $367K
|
304K
$14.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-7.68K- 16.26% |
$362K - $368K
|
39.5K
$1.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-7.78K- 8.37% |
$367K - $373K
|
85.1K
$4.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7.9K- 35.27% |
$372K - $379K
|
14.5K
$704K
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-7.9K- 59.56% |
$372K - $379K
|
5.36K
$260K
|
|
|
Oct 13, 2023
Q3 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-8.13K- 2.0% |
$383K - $390K
|
400K
$19.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10.2K- 13.25% |
$482K - $490K
|
67K
$3.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-10.5K- 47.65% |
$493K - $502K
|
11.5K
$559K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-11.1K- 49.32% |
$522K - $531K
|
11.4K
$553K
|
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-11.1K- 15.8% |
$523K - $532K
|
59.1K
$2.87M
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-11.8K- 99.9% |
$558K - $568K
|
12
$583
|
|
|
Nov 06, 2023
Q3 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-12.3K- 30.46% |
$578K - $587K
|
28K
$1.36M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-13.7K- 7.58% |
$647K - $658K
|
167K
$8.13M
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-14K- 25.85% |
$661K - $672K
|
40.2K
$1.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-14.1K- 3.4% |
$667K - $678K
|
402K
$19.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-14.2K- 19.19% |
$671K - $683K
|
60K
$2.91M
|
|
|
Nov 03, 2023
Q3 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-14.8K- 18.61% |
$699K - $711K
|
64.8K
$3.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-15.6K- 73.64% |
$737K - $749K
|
5.6K
$272K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-16K- 42.68% |
$755K - $768K
|
21.5K
$1.04M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-17.5K- 61.24% |
$827K - $841K
|
11.1K
$539K
|
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-18K- 25.44% |
$850K - $865K
|
52.9K
$2.57M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-18.9K- 12.28% |
$889K - $904K
|
135K
$6.54M
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-19.3K- 7.94% |
$908K - $924K
|
223K
$10.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-19.8K- 5.42% |
$932K - $947K
|
345K
$16.7M
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-20.5K- 22.89% |
$964K - $981K
|
68.9K
$3.35M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-20.7K- 41.37% |
$976K - $992K
|
29.3K
$1.42M
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
SELL
|
- |
-21K- 22.06% |
$990K - $1.01M
|
74.2K
$3.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-21.5K- 32.91% |
$1.01M - $1.03M
|
43.8K
$2.13M
|