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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2023
Q4 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
16.2K+ 48.49% |
$754K - $773K
|
49.5K
$2.41M
|
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
15.9KNew |
$741K - $761K
|
15.9K
$775K
|
|
|
Jan 27, 2023
Q4 2022
|
Tanager Wealth Management LLP
|
BUY
|
- |
15.7KNew |
$732K - $751K
|
15.7K
$766K
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
BUY
|
- |
15.6K+ 13.07% |
$729K - $748K
|
135K
$6.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
14.8K+ 7.64% |
$691K - $709K
|
209K
$10.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12.3K+ 39.53% |
$572K - $587K
|
43.3K
$2.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
12.1K+ 2.81% |
$565K - $579K
|
443K
$21.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
11.9K+ 9.48% |
$554K - $568K
|
137K
$6.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.2K+ 5.61% |
$522K - $535K
|
211K
$10.3M
|
|
|
Mar 01, 2023
Q4 2022
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
11.1KNew |
$516K - $529K
|
11.1K
$539K
|
|
|
Feb 15, 2023
Q4 2022
|
Simplicity Wealth,Llc
|
BUY
|
- |
10.5KNew |
$488K - $501K
|
10.5K
$510K
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
10.4KNew |
$485K - $498K
|
10.4K
$507K
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
10KNew |
$468K - $480K
|
10K
$489K
|
|
|
Jan 13, 2023
Q4 2022
|
Searcy Financial Services Inc
|
BUY
|
- |
9.52K+ 2.13% |
$444K - $456K
|
457K
$22.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
9.12KNew |
$425K - $436K
|
9.12K
$445K
|
|
|
Feb 10, 2023
Q4 2022
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
8.79KNew |
$410K - $421K
|
8.79K
$429K
|
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
8.77K+ 3.33% |
$409K - $420K
|
272K
$13.3M
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
BUY
|
- |
8.48KNew |
$396K - $406K
|
8.48K
$413K
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
8.39KNew |
$391K - $401K
|
8.39K
$409K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
8.06K+ 5.15% |
$376K - $386K
|
164K
$8.02M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.89K+ 4.07% |
$368K - $377K
|
202K
$9.84M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
6.6KNew |
$308K - $316K
|
6.6K
$322K
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.4KNew |
$298K - $306K
|
6.4K
$312K
|
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
6.3KNew |
$294K - $301K
|
6.3K
$307K
|
|
|
Jan 24, 2023
Q4 2022
|
626 Financial, LLC
|
BUY
|
- |
6.24K+ 14.41% |
$291K - $298K
|
49.5K
$2.41M
|
|
|
Jan 30, 2023
Q4 2022
|
Narwhal Capital Management
|
BUY
|
- |
5.9KNew |
$275K - $282K
|
5.9K
$288K
|
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
5.82K+ 11.24% |
$272K - $279K
|
57.6K
$2.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Treynor Bancshares, Inc.
|
BUY
|
- |
5.59K+ 8.05% |
$261K - $268K
|
75.1K
$3.66M
|
|
|
Apr 21, 2023
Q4 2022
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
5.55KNew |
$259K - $266K
|
5.55K
$271K
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
5.47KNew |
$255K - $262K
|
5.47K
$267K
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.38KNew |
$251K - $258K
|
5.38K
$263K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.11K+ 17.02% |
$239K - $245K
|
35.2K
$1.71M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.88K+ 15.96% |
$228K - $234K
|
35.5K
$1.73M
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.81K+ 9.73% |
$224K - $230K
|
54.2K
$2.64M
|
|
|
Jan 26, 2023
Q4 2022
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
4.74KNew |
$221K - $227K
|
4.74K
$231K
|
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
BUY
|
- |
4.03K+ 1.41% |
$188K - $193K
|
290K
$14.1M
|
|
|
Feb 09, 2023
Q4 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
3.75K+ 4.75% |
$175K - $179K
|
82.7K
$4.03M
|
|
|
Feb 02, 2023
Q4 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
3.3K+ 9.94% |
$154K - $158K
|
36.5K
$1.78M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
3.28K+ 16.45% |
$153K - $157K
|
23.2K
$1.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
3.25K+ 24.76% |
$152K - $155K
|
16.4K
$798K
|
|
|
Feb 13, 2023
Q4 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.11K+ 26.88% |
$145K - $149K
|
14.7K
$715K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3KNew |
$140K - $144K
|
3K
$146K
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.73K+ 26.38% |
$128K - $131K
|
13.1K
$639K
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.73K+ 26.38% |
$128K - $131K
|
13.1K
$639K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.67K+ 14.4% |
$124K - $128K
|
21.2K
$1.03M
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.59K+ 8.55% |
$121K - $124K
|
32.9K
$1.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.53K+ 36.22% |
$118K - $121K
|
9.52K
$464K
|
|
|
Feb 14, 2023
Q4 2022
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
2.5K+ 65.79% |
$117K - $120K
|
6.3K
$307K
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.37K+ 1.79% |
$111K - $114K
|
135K
$6.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
2.32K+ 10.61% |
$108K - $111K
|
24.2K
$1.18M
|