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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2022
Q4 2021
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-84.6K- 61.81% |
$4.23M - $4.29M
|
52.3K
$2.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-87.9K- 1.62% |
$4.39M - $4.46M
|
5.35M
$261M
|
|
|
Jan 21, 2022
Q4 2021
|
Darwin Advisors, LLC
|
SELL
|
- |
-89.3K- 27.89% |
$4.46M - $4.52M
|
231K
$11.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-98.8K- 48.62% |
$4.94M - $5.01M
|
104K
$5.09M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-101K- 66.12% |
$5.03M - $5.1M
|
51.6K
$2.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-109K- 8.67% |
$5.46M - $5.53M
|
1.15M
$56.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-119K- 11.84% |
$5.96M - $6.04M
|
888K
$43.3M
|
|
|
Mar 02, 2022
Q4 2021
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-126KClosed |
$6.29M - $6.38M
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-132K- 14.78% |
$6.58M - $6.67M
|
759K
$37M
|
|
|
Feb 11, 2022
Q4 2021
|
Petix & Botte CO
|
SELL
|
- |
-141K- 42.31% |
$7.06M - $7.16M
|
193K
$9.39M
|
|
|
Jan 21, 2022
Q4 2021
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-144K- 34.55% |
$7.21M - $7.31M
|
273K
$13.3M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-145K- 91.41% |
$7.25M - $7.35M
|
13.6K
$665K
|
|
|
Jan 07, 2022
Q4 2021
|
Beacon Financial Group
|
SELL
|
- |
-169K- 75.03% |
$8.46M - $8.58M
|
56.4K
$2.75M
|
|
|
Jan 13, 2022
Q4 2021
|
Marks Wealth, LLC
|
SELL
|
- |
-181K- 60.93% |
$9.07M - $9.19M
|
116K
$5.67M
|
|
|
Feb 14, 2022
Q4 2021
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-224KClosed |
$11.2M - $11.3M
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-249KClosed |
$12.4M - $12.6M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-279K- 11.86% |
$14M - $14.2M
|
2.08M
$101M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-288K- 16.78% |
$14.4M - $14.6M
|
1.43M
$69.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-326K- 98.57% |
$16.3M - $16.5M
|
4.71K
$230K
|
|
|
Jan 20, 2022
Q4 2021
|
Astor Investment Management LLC
|
SELL
|
- |
-346KClosed |
$17.3M - $17.5M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-351K- 5.3% |
$17.5M - $17.8M
|
6.26M
$305M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-389K- 76.56% |
$19.4M - $19.7M
|
119K
$5.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-798K- 12.61% |
$39.9M - $40.4M
|
5.53M
$270M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.49M- 27.8% |
$74.4M - $75.4M
|
3.86M
$188M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.56M- 12.97% |
$128M - $130M
|
17.2M
$839M
|