Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
514KNew |
$24M - $24.6M
|
514K
$25M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
195K+ 36.9% |
$9.1M - $9.34M
|
724K
$35.3M
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
184K+ 1013.31% |
$8.59M - $8.82M
|
202K
$9.87M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
179K+ 78.94% |
$8.37M - $8.59M
|
407K
$19.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
161KNew |
$7.5M - $7.69M
|
161K
$7.83M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
148K+ 7.23% |
$6.89M - $7.07M
|
2.19M
$107M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
146KNew |
$6.79M - $6.97M
|
146K
$7.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
140K+ 514.67% |
$6.54M - $6.71M
|
167K
$8.16M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
112K+ 22.63% |
$5.22M - $5.35M
|
606K
$29.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Darwin Advisors, LLC
|
BUY
|
- |
100K+ 58.54% |
$4.68M - $4.8M
|
272K
$13.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
99.5KNew |
$4.64M - $4.76M
|
99.5K
$4.85M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
97.9K+ 46.74% |
$4.57M - $4.69M
|
307K
$15M
|
|
|
Apr 18, 2023
Q4 2022
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
95.6KNew |
$4.46M - $4.57M
|
95.6K
$4.66M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
95.3K+ 7.36% |
$4.44M - $4.56M
|
1.39M
$67.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
91.5KNew |
$4.27M - $4.38M
|
91.5K
$4.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
90.7K+ 55.88% |
$4.23M - $4.34M
|
253K
$12.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
86.9K+ 29.06% |
$4.05M - $4.16M
|
386K
$18.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
86.9K+ 917.79% |
$4.05M - $4.16M
|
96.3K
$4.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
77.9KNew |
$3.63M - $3.73M
|
77.9K
$3.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
76.5K+ 159.36% |
$3.57M - $3.66M
|
124K
$6.07M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
74.1K+ 55.94% |
$3.46M - $3.55M
|
207K
$10.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
71.5K+ 163.4% |
$3.34M - $3.42M
|
115K
$5.62M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
68.8K+ 56.76% |
$3.21M - $3.29M
|
190K
$9.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
64.7K+ 74.91% |
$3.02M - $3.09M
|
151K
$7.36M
|
|
|
Oct 27, 2023
Q4 2022
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
47.1KNew |
$2.2M - $2.25M
|
47.1K
$2.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
46.2KNew |
$2.16M - $2.21M
|
46.2K
$2.25M
|
|
|
Feb 14, 2023
Q4 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
45.4K+ 668.42% |
$2.12M - $2.17M
|
52.1K
$2.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
44.6KNew |
$2.08M - $2.14M
|
44.6K
$2.18M
|
|
|
Aug 28, 2023
Q4 2022
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
43.8KNew |
$2.04M - $2.09M
|
43.8K
$2.13M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
43K+ 715.02% |
$2M - $2.06M
|
49K
$2.39M
|
|
|
Feb 07, 2023
Q4 2022
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
40.8KNew |
$1.9M - $1.95M
|
40.8K
$1.99M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
38.5K+ 112.33% |
$1.8M - $1.84M
|
72.8K
$3.55M
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
36.4KNew |
$1.7M - $1.74M
|
36.4K
$1.77M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
34.1KNew |
$1.59M - $1.63M
|
34.1K
$1.66M
|
|
|
Feb 08, 2023
Q4 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
32K+ 10.28% |
$1.49M - $1.53M
|
343K
$16.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
31.6K+ 21.38% |
$1.48M - $1.51M
|
180K
$8.76M
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
BUY
|
- |
30.2KNew |
$1.41M - $1.44M
|
30.2K
$1.47M
|
|
|
Feb 02, 2023
Q4 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
30.1K+ 780.43% |
$1.4M - $1.44M
|
34K
$1.66M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
28.6K+ 12.5% |
$1.33M - $1.37M
|
257K
$12.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
27.4K+ 129.27% |
$1.28M - $1.31M
|
48.6K
$2.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
25.2K+ 1.94% |
$1.17M - $1.2M
|
1.32M
$64.4M
|
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
25KNew |
$1.17M - $1.2M
|
25K
$1.22M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
22.7KNew |
$1.06M - $1.08M
|
22.7K
$1.1M
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
21.2K+ 328.76% |
$989K - $1.01M
|
27.6K
$1.35M
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
20KNew |
$931K - $956K
|
20K
$973K
|
|
|
Feb 09, 2023
Q4 2022
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
19.3KNew |
$902K - $925K
|
19.3K
$942K
|
|
|
Jan 26, 2023
Q4 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
19.2KNew |
$896K - $919K
|
19.2K
$936K
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
18.2KNew |
$848K - $870K
|
18.2K
$886K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16.5K+ 8.66% |
$771K - $791K
|
207K
$10.1M
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
16.5K+ 3.66% |
$768K - $788K
|
466K
$22.7M
|