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 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
11+ 0.52% |
$513 - $526
|
2.13K
$104K
|
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
10+ 0.21% |
$466 - $479
|
4.68K
$228K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3+ 1.04% |
$140 - $144
|
292
$14.2K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1+ 0.01% |
$46.6 - $47.9
|
10.1K
$490K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1+ 1.56% |
$46.6 - $47.9
|
65
$3.17K
|
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-23- 0.39% |
$1.07K - $1.1K
|
5.81K
$283K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-25- 0.3% |
$1.17K - $1.2K
|
8.34K
$407K
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-30- 6.76% |
$1.4K - $1.44K
|
414
$20.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-31- 1.1% |
$1.45K - $1.48K
|
2.78K
$136K
|
|
|
Feb 09, 2023
Q4 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-32- 0.54% |
$1.49K - $1.53K
|
5.86K
$286K
|
|
|
Feb 14, 2023
Q4 2022
|
Family Legacy, Inc.
|
SELL
|
- |
-32- 0.37% |
$1.49K - $1.53K
|
8.59K
$419K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-36- 1.69% |
$1.68K - $1.72K
|
2.09K
$102K
|
|
|
Feb 07, 2023
Q4 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-50- 0.32% |
$2.33K - $2.39K
|
15.5K
$758K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-56- 1.05% |
$2.61K - $2.68K
|
5.3K
$258K
|
|
|
Dec 26, 2024
Q4 2022
|
Cypress Capital, LLC
|
SELL
|
- |
-62- 1.01% |
$2.89K - $2.97K
|
6.07K
$296K
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-72- 1.45% |
$3.36K - $3.45K
|
4.91K
$239K
|
|
|
Feb 01, 2023
Q4 2022
|
Keystone Financial Services
|
SELL
|
- |
-77- 1.55% |
$3.59K - $3.68K
|
4.88K
$238K
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-98- 0.83% |
$4.57K - $4.69K
|
11.6K
$568K
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
SELL
|
- |
-102- 0.24% |
$4.76K - $4.88K
|
42.6K
$2.08M
|
|
|
Jan 25, 2023
Q4 2022
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-116- 2.22% |
$5.41K - $5.55K
|
5.11K
$249K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-138- 0.47% |
$6.44K - $6.6K
|
29.2K
$1.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-141- 2.03% |
$6.58K - $6.75K
|
6.81K
$332K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-164- 36.12% |
$7.65K - $7.85K
|
290
$14.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-170- 35.2% |
$7.93K - $8.13K
|
313
$15.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-175- 0.77% |
$8.16K - $8.37K
|
22.6K
$1.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Compass Financial Advisors LLC
|
SELL
|
- |
-181- 1.92% |
$8.44K - $8.66K
|
9.26K
$451K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-188- 80.0% |
$8.77K - $9K
|
47
$2.29K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-204- 26.81% |
$9.51K - $9.76K
|
557
$27.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-205- 0.73% |
$9.56K - $9.81K
|
27.8K
$1.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-220- 3.64% |
$10.3K - $10.5K
|
5.83K
$284K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-227- 0.76% |
$10.6K - $10.9K
|
29.8K
$1.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-228- 3.06% |
$10.6K - $10.9K
|
7.22K
$352K
|
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-240- 2.26% |
$11.2K - $11.5K
|
10.4K
$507K
|
|
|
Feb 10, 2023
Q4 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-247- 1.54% |
$11.5K - $11.8K
|
15.8K
$770K
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-250- 1.78% |
$11.7K - $12K
|
13.8K
$674K
|
|
|
Feb 07, 2023
Q4 2022
|
Holistic Financial Partners
|
SELL
|
- |
-262- 2.56% |
$12.2K - $12.5K
|
9.98K
$486K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-262- 2.32% |
$12.2K - $12.5K
|
11K
$537K
|
|
|
Feb 13, 2023
Q4 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-280- 0.15% |
$13.1K - $13.4K
|
193K
$9.4M
|
|
|
Jan 11, 2023
Q4 2022
|
Platform Technology Partners
|
SELL
|
- |
-285- 2.85% |
$13.3K - $13.6K
|
9.71K
$474K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-298- 59.01% |
$13.9K - $14.3K
|
207
$10.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-340- 0.18% |
$15.9K - $16.3K
|
188K
$9.17M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-342- 11.97% |
$16K - $16.4K
|
2.52K
$123K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-500- 99.6% |
$23.3K - $23.9K
|
2
$97.5
|
|
|
Feb 22, 2023
Q4 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-502- 4.17% |
$23.4K - $24K
|
11.5K
$563K
|
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-503- 3.54% |
$23.5K - $24.1K
|
13.7K
$669K
|
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-512- 4.1% |
$23.9K - $24.5K
|
12K
$584K
|
|
|
Feb 16, 2023
Q4 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-523- 4.18% |
$24.4K - $25K
|
12K
$585K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-529- 14.78% |
$24.7K - $25.3K
|
3.05K
$149K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-585- 7.16% |
$27.3K - $28K
|
7.59K
$370K
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-589- 96.08% |
$27.5K - $28.2K
|
24
$1.17K
|