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 |
|---|---|---|---|---|---|---|---|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.21KNew |
$103K - $106K
|
2.21K
$108K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.21K+ 71.88% |
$103K - $106K
|
5.28K
$257K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
2.14K+ 26.6% |
$99.9K - $102K
|
10.2K
$497K
|
|
|
Feb 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
2.06K+ 8.92% |
$96.2K - $98.7K
|
25.2K
$1.23M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.02K+ 19.86% |
$94.4K - $96.8K
|
12.2K
$595K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
1.82K+ 14.19% |
$84.7K - $86.9K
|
14.6K
$713K
|
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
1.74K+ 12.9% |
$81K - $83.1K
|
15.2K
$740K
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
BUY
|
- |
1.64K+ 1.46% |
$76.3K - $78.3K
|
114K
$5.55M
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.56K+ 11.26% |
$72.9K - $74.8K
|
15.5K
$753K
|
|
|
Jan 18, 2023
Q4 2022
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
1.47K+ 0.41% |
$68.3K - $70.1K
|
356K
$17.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.33KNew |
$62K - $63.6K
|
1.33K
$64.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.2KNew |
$56K - $57.4K
|
1.2K
$58.5K
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.18K+ 14.29% |
$55K - $56.5K
|
9.44K
$460K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.05K+ 3.3% |
$48.8K - $50.1K
|
32.7K
$1.59M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
1.01K+ 0.63% |
$47.2K - $48.5K
|
162K
$7.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
989New |
$46.1K - $47.3K
|
989
$48.2K
|
|
|
Feb 13, 2023
Q4 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
976+ 17.04% |
$45.5K - $46.7K
|
6.7K
$327K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
938+ 4.27% |
$43.7K - $44.9K
|
22.9K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
920+ 1.91% |
$42.9K - $44K
|
49K
$2.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
885+ 8.02% |
$41.3K - $42.3K
|
11.9K
$581K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
883+ 20.88% |
$41.2K - $42.3K
|
5.11K
$249K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
830New |
$38.7K - $39.7K
|
830
$40.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
660+ 4.31% |
$30.8K - $31.6K
|
16K
$779K
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
650+ 18.12% |
$30.3K - $31.1K
|
4.24K
$207K
|
|
|
Feb 09, 2023
Q4 2022
|
Alpha Omega Group, Inc.
|
BUY
|
- |
602+ 8.3% |
$28.1K - $28.8K
|
7.86K
$383K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
582+ 3.21% |
$27.1K - $27.8K
|
18.7K
$911K
|
|
|
Jan 27, 2023
Q4 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
501+ 10.23% |
$23.4K - $24K
|
5.4K
$263K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
481+ 7.32% |
$22.4K - $23K
|
7.06K
$344K
|
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
481+ 4.97% |
$22.4K - $23K
|
10.2K
$495K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
476+ 63.05% |
$22.2K - $22.8K
|
1.23K
$60K
|
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
463+ 2.99% |
$21.6K - $22.2K
|
16K
$778K
|
|
|
Jan 31, 2023
Q4 2022
|
Friedenthal Financial
|
BUY
|
- |
426+ 0.94% |
$19.9K - $20.4K
|
45.9K
$2.24M
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
400New |
$18.7K - $19.1K
|
400
$19.5K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
299+ 3.46% |
$13.9K - $14.3K
|
8.94K
$436K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
287+ 1.73% |
$13.4K - $13.7K
|
16.9K
$822K
|
|
|
Feb 09, 2023
Q4 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
238+ 0.29% |
$11.1K - $11.4K
|
81.6K
$3.97M
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
189New |
$8.81K - $9.04K
|
189
$9.21K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
108+ 0.62% |
$5.04K - $5.17K
|
17.6K
$860K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
90+ 0.22% |
$4.2K - $4.31K
|
40.3K
$1.97M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
60New |
$2.8K - $2.87K
|
60
$2.92K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
55+ 100.0% |
$2.57K - $2.63K
|
110
$5.36K
|
|
|
Jan 13, 2023
Q4 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
51+ 0.28% |
$2.38K - $2.44K
|
18.3K
$890K
|
|
|
Feb 03, 2023
Q4 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
40+ 0.77% |
$1.87K - $1.91K
|
5.26K
$256K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
39New |
$1.82K - $1.87K
|
39
$1.9K
|
|
|
Jul 10, 2024
Q4 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
38+ 0.68% |
$1.77K - $1.82K
|
5.62K
$274K
|
|
|
Jan 20, 2023
Q4 2022
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
35+ 0.57% |
$1.63K - $1.67K
|
6.21K
$303K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
25New |
$1.17K - $1.2K
|
25
$1.22K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
21New |
$979 - $1K
|
21
$1.02K
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
21+ 0.08% |
$979 - $1K
|
27.1K
$1.32M
|
|
|
Jan 13, 2023
Q4 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
14+ 6.73% |
$653 - $670
|
222
$10.8K
|