Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.74M+ 286.79% |
$86.7M - $87.9M
|
2.34M
$114M
|
|
|
Feb 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
551K+ 34.52% |
$27.5M - $27.9M
|
2.15M
$105M
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
488K+ 180861.84% |
$24.4M - $24.7M
|
489K
$23.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
440K+ 8470.68% |
$22M - $22.3M
|
445K
$21.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
373KNew |
$18.7M - $18.9M
|
373K
$18.2M
|
|
|
Jul 18, 2022
Q4 2021
|
Retirement Guys Formula LLC
|
BUY
|
- |
355KNew |
$17.7M - $18M
|
355K
$17.3M
|
|
|
Jan 31, 2022
Q4 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
276KNew |
$13.8M - $14M
|
276K
$13.5M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
276KNew |
$13.8M - $14M
|
276K
$13.5M
|
|
|
Jan 25, 2022
Q4 2021
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
255KNew |
$12.7M - $12.9M
|
255K
$12.4M
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
241K+ 315.29% |
$12.1M - $12.2M
|
318K
$15.5M
|
|
|
Feb 03, 2022
Q4 2021
|
Manchester Financial Inc
|
BUY
|
- |
230KNew |
$11.5M - $11.7M
|
230K
$11.2M
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
216KNew |
$10.8M - $10.9M
|
216K
$10.5M
|
|
|
Feb 04, 2022
Q4 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
209K+ 102.54% |
$10.4M - $10.6M
|
413K
$20.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
184K+ 106.54% |
$9.2M - $9.33M
|
357K
$17.4M
|
|
|
Jan 28, 2022
Q4 2021
|
Gw Henssler & Associates LTD
|
BUY
|
- |
162K+ 12.19% |
$8.1M - $8.22M
|
1.49M
$72.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
145K+ 42.89% |
$7.23M - $7.34M
|
482K
$23.5M
|
|
|
Feb 03, 2022
Q4 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
136K+ 98889.13% |
$6.82M - $6.91M
|
137K
$6.66M
|
|
|
Feb 02, 2022
Q4 2021
|
American Financial Advisors, LLC
|
BUY
|
- |
133K+ 25.8% |
$6.62M - $6.72M
|
646K
$31.5M
|
|
|
May 27, 2022
Q4 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
133K+ 195.49% |
$6.62M - $6.72M
|
200K
$9.76M
|
|
|
Feb 02, 2022
Q4 2021
|
Rmr Wealth Builders
|
BUY
|
- |
115KNew |
$5.74M - $5.82M
|
115K
$5.6M
|
|
|
Jan 28, 2022
Q4 2021
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
98.2KNew |
$4.91M - $4.98M
|
98.2K
$4.79M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
93.8K+ 84.74% |
$4.69M - $4.75M
|
205K
$9.97M
|
|
|
Feb 14, 2022
Q4 2021
|
Tanager Wealth Management LLP
|
BUY
|
- |
88.9KNew |
$4.44M - $4.51M
|
88.9K
$4.33M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
86.5K+ 24.8% |
$4.32M - $4.38M
|
435K
$21.2M
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
84.3K+ 150.57% |
$4.21M - $4.27M
|
140K
$6.84M
|
|
|
Feb 09, 2022
Q4 2021
|
Wealth Effects LLC
|
BUY
|
- |
81.4KNew |
$4.07M - $4.12M
|
81.4K
$3.97M
|
|
|
Feb 11, 2022
Q4 2021
|
Treynor Bancshares, Inc.
|
BUY
|
- |
78.4KNew |
$3.92M - $3.98M
|
78.4K
$3.82M
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
BUY
|
- |
77.6KNew |
$3.88M - $3.93M
|
77.6K
$3.78M
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
77.1K+ 1045.17% |
$3.85M - $3.91M
|
84.4K
$4.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
76.9K+ 7.4% |
$3.84M - $3.9M
|
1.12M
$54.4M
|
|
|
Feb 07, 2022
Q4 2021
|
Capital Market Strategies LLC
|
BUY
|
- |
71.8KNew |
$3.59M - $3.64M
|
71.8K
$3.5M
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
60.1KNew |
$3M - $3.04M
|
60.1K
$2.93M
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
53.4K+ 203.12% |
$2.67M - $2.71M
|
79.7K
$3.89M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
49.7K+ 20.15% |
$2.49M - $2.52M
|
297K
$14.5M
|
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
43.2KNew |
$2.16M - $2.19M
|
43.2K
$2.1M
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
42.5KNew |
$2.13M - $2.16M
|
42.5K
$2.07M
|
|
|
Jan 26, 2022
Q4 2021
|
Tl Private Wealth
|
BUY
|
- |
33.3K+ 9.93% |
$1.66M - $1.68M
|
368K
$17.9M
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
31.7K+ 29.79% |
$1.58M - $1.61M
|
138K
$6.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
30.4KNew |
$1.52M - $1.54M
|
30.4K
$1.48M
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
28.8K+ 28.3% |
$1.44M - $1.46M
|
130K
$6.36M
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
28.3K+ 36.45% |
$1.41M - $1.43M
|
106K
$5.17M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
26.4K+ 1.59% |
$1.32M - $1.34M
|
1.69M
$82.2M
|
|
|
Jan 27, 2022
Q4 2021
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
25.6K+ 8.12% |
$1.28M - $1.3M
|
341K
$16.6M
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
24.9KNew |
$1.25M - $1.26M
|
24.9K
$1.21M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthpoint, LLC
|
BUY
|
- |
22.7K+ 9.62% |
$1.13M - $1.15M
|
259K
$12.6M
|
|
|
Feb 14, 2022
Q4 2021
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
22.4K+ 196.67% |
$1.12M - $1.14M
|
33.8K
$1.65M
|
|
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
20.7KNew |
$1.03M - $1.05M
|
20.7K
$1.01M
|
|
|
Feb 16, 2022
Q4 2021
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
20.1KNew |
$1M - $1.02M
|
20.1K
$979K
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
20K+ 15.33% |
$1M - $1.02M
|
151K
$7.35M
|
|
|
Feb 14, 2022
Q4 2021
|
626 Financial, LLC
|
BUY
|
- |
19.8K+ 35.76% |
$991K - $1M
|
75.3K
$3.67M
|