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 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-4.23K- 26.05% |
$197K - $202K
|
12K
$585K
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-4.61K- 7.54% |
$215K - $221K
|
56.6K
$2.76M
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-4.69K- 4.61% |
$219K - $224K
|
97K
$4.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-4.83K- 27.46% |
$225K - $231K
|
12.8K
$622K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-4.93K- 15.16% |
$230K - $236K
|
27.6K
$1.34M
|
|
|
Jan 17, 2023
Q4 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-5.01K- 9.59% |
$234K - $240K
|
47.3K
$2.3M
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-5.05K- 49.63% |
$236K - $242K
|
5.13K
$250K
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-5.07K- 52.26% |
$237K - $243K
|
4.63K
$226K
|
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-5.08K- 31.04% |
$237K - $243K
|
11.3K
$551K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-5.09K- 46.12% |
$237K - $243K
|
5.95K
$290K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.22K- 0.78% |
$290K - $298K
|
795K
$38.8M
|
|
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-6.31K- 24.06% |
$294K - $302K
|
19.9K
$971K
|
|
|
Feb 10, 2023
Q4 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-6.49K- 3.0% |
$302K - $310K
|
210K
$10.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-6.8K- 8.64% |
$317K - $325K
|
71.9K
$3.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-7.01K- 17.04% |
$327K - $335K
|
34.1K
$1.66M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7.11K- 27.48% |
$332K - $340K
|
18.8K
$915K
|
|
|
Feb 13, 2023
Q4 2022
|
Retirement Guys Formula LLC
|
SELL
|
- |
-7.31K- 40.01% |
$341K - $350K
|
11K
$534K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
SELL
|
- |
-7.35K- 5.34% |
$343K - $352K
|
130K
$6.35M
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-7.46K- 44.93% |
$348K - $357K
|
9.15K
$446K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-7.53K- 11.69% |
$351K - $360K
|
56.9K
$2.77M
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-7.6K- 45.65% |
$354K - $363K
|
9.04K
$441K
|
|
|
May 18, 2023
Q4 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-7.8K- 4.66% |
$364K - $373K
|
160K
$7.78M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.92K- 2.24% |
$369K - $379K
|
345K
$16.8M
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-8.2K- 6.58% |
$382K - $392K
|
116K
$5.67M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.22K- 28.66% |
$383K - $393K
|
20.5K
$997K
|
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
SELL
|
- |
-8.51K- 20.67% |
$397K - $407K
|
32.6K
$1.59M
|
|
|
Jan 26, 2023
Q4 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-8.86K- 1.57% |
$413K - $424K
|
554K
$27M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-9.08K- 11.77% |
$424K - $435K
|
68.1K
$3.32M
|
|
|
Feb 01, 2023
Q4 2022
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-9.22K- 13.72% |
$430K - $441K
|
58K
$2.83M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-9.3K- 30.01% |
$434K - $445K
|
21.7K
$1.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-9.56K- 50.83% |
$446K - $458K
|
9.25K
$451K
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-9.82K- 3.53% |
$458K - $470K
|
268K
$13.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-9.85K- 8.22% |
$459K - $471K
|
110K
$5.36M
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-9.94K- 3.88% |
$464K - $476K
|
246K
$12M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-10.1K- 16.65% |
$469K - $481K
|
50.3K
$2.45M
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-10.4K- 31.41% |
$484K - $496K
|
22.7K
$1.1M
|
|
|
Jan 23, 2023
Q4 2022
|
Chiron Capital Management, LLC
|
SELL
|
- |
-10.4K- 46.13% |
$486K - $499K
|
12.2K
$594K
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-10.6K- 17.17% |
$494K - $507K
|
51.1K
$2.49M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-10.7K- 22.54% |
$501K - $514K
|
36.9K
$1.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-11K- 52.65% |
$512K - $526K
|
9.88K
$481K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11K- 2.48% |
$514K - $527K
|
433K
$21.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-11.5K- 14.9% |
$534K - $548K
|
65.4K
$3.19M
|
|
|
Jan 27, 2023
Q4 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-11.6K- 6.51% |
$541K - $555K
|
166K
$8.11M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-11.6K- 4.99% |
$541K - $555K
|
221K
$10.8M
|
|
|
Jan 30, 2023
Q4 2022
|
Moneywise, Inc.
|
SELL
|
- |
-11.7K- 32.31% |
$544K - $558K
|
24.4K
$1.19M
|
|
|
Jan 20, 2023
Q4 2022
|
Hedeker Wealth, LLC
|
SELL
|
- |
-11.7K- 14.03% |
$545K - $559K
|
71.6K
$3.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-11.8K- 22.35% |
$551K - $565K
|
41K
$2M
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-11.9K- 47.55% |
$556K - $570K
|
13.1K
$641K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-12.5K- 64.12% |
$582K - $597K
|
6.98K
$340K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-13.2K- 27.31% |
$615K - $631K
|
35.1K
$1.71M
|