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 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-596- 91.41% |
$27.8K - $28.5K
|
56
$2.73K
|
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
SELL
|
- |
-600- 27.42% |
$28K - $28.7K
|
1.59K
$77.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-621- 3.41% |
$29K - $29.7K
|
17.6K
$858K
|
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-646- 2.4% |
$30.1K - $30.9K
|
26.2K
$1.28M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-677- 2.6% |
$31.6K - $32.4K
|
25.4K
$1.24M
|
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-703- 2.08% |
$32.8K - $33.6K
|
33.1K
$1.61M
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-783- 12.84% |
$36.5K - $37.5K
|
5.32K
$259K
|
|
|
Jan 20, 2023
Q4 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-880- 8.9% |
$41K - $42.1K
|
9.01K
$439K
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-970- 22.86% |
$45.2K - $46.4K
|
3.27K
$160K
|
|
|
Jan 10, 2023
Q4 2022
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.03K- 9.07% |
$48K - $49.2K
|
10.3K
$503K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.04K- 0.15% |
$48.5K - $49.8K
|
684K
$33.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.05K- 22.45% |
$48.9K - $50.2K
|
3.62K
$177K
|
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.09K- 0.4% |
$50.8K - $52.2K
|
269K
$13.1M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.1K- 15.43% |
$51.1K - $52.4K
|
6.01K
$293K
|
|
|
Nov 30, 2023
Q4 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-1.25K- 0.81% |
$58.3K - $59.9K
|
154K
$7.49M
|
|
|
Jan 27, 2023
Q4 2022
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-1.33K- 14.76% |
$62K - $63.6K
|
7.68K
$374K
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.33K- 16.26% |
$62K - $63.6K
|
6.85K
$334K
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.38K- 17.29% |
$64.1K - $65.8K
|
6.58K
$321K
|
|
|
Jan 31, 2023
Q4 2022
|
Sargent Investment Group, LLC
|
SELL
|
- |
-1.39K- 4.69% |
$64.6K - $66.3K
|
28.1K
$1.37M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.43K- 2.69% |
$66.7K - $68.5K
|
51.7K
$2.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.48K- 4.18% |
$68.8K - $70.6K
|
33.9K
$1.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.48K- 3.47% |
$69K - $70.8K
|
41.1K
$2.01M
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.64K- 30.31% |
$76.6K - $78.6K
|
3.78K
$184K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.65K- 17.01% |
$76.9K - $78.9K
|
8.04K
$392K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.71K- 2.02% |
$79.8K - $81.9K
|
82.9K
$4.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.8K- 12.49% |
$84K - $86.2K
|
12.6K
$616K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.98K- 12.5% |
$92.5K - $94.9K
|
13.9K
$677K
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.01K- 10.82% |
$93.7K - $96.1K
|
16.6K
$807K
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.08K- 5.41% |
$96.9K - $99.4K
|
36.3K
$1.77M
|
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.08K- 21.45% |
$97K - $99.5K
|
7.62K
$371K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-2.13K- 0.22% |
$99.1K - $102K
|
958K
$46.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2.19K- 17.22% |
$102K - $105K
|
10.5K
$513K
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2.29K- 33.85% |
$107K - $110K
|
4.48K
$218K
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-2.55K- 19.65% |
$119K - $122K
|
10.4K
$508K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-2.61K- 5.84% |
$121K - $125K
|
42K
$2.05M
|
|
|
Feb 06, 2023
Q4 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-2.73K- 2.74% |
$127K - $130K
|
96.7K
$4.71M
|
|
|
Feb 06, 2023
Q4 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-2.73K- 6.57% |
$127K - $131K
|
38.9K
$1.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
SELL
|
- |
-2.78K- 12.54% |
$130K - $133K
|
19.4K
$944K
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
SELL
|
- |
-2.88K- 5.41% |
$134K - $138K
|
50.4K
$2.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.92K- 52.39% |
$136K - $140K
|
2.66K
$129K
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-3.06K- 34.7% |
$143K - $147K
|
5.76K
$281K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.07K- 2.19% |
$143K - $147K
|
137K
$6.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.26K- 12.99% |
$152K - $156K
|
21.8K
$1.06M
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Market Strategies LLC
|
SELL
|
- |
-3.26K- 5.03% |
$152K - $156K
|
61.6K
$3M
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.27K- 5.12% |
$153K - $157K
|
60.6K
$2.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-3.3K- 4.06% |
$154K - $158K
|
78K
$3.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Wealth Effects LLC
|
SELL
|
- |
-3.5K- 4.41% |
$163K - $168K
|
75.9K
$3.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.57K- 32.34% |
$166K - $171K
|
7.46K
$364K
|
|
|
Jan 18, 2023
Q4 2022
|
Atlas Private Wealth Management
|
SELL
|
- |
-3.88K- 2.51% |
$181K - $185K
|
150K
$7.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.16K- 31.32% |
$194K - $199K
|
9.13K
$445K
|