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 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-13.4K- 10.21% |
$626K - $642K
|
118K
$5.75M
|
|
|
Jan 30, 2023
Q4 2022
|
Prism Advisors, Inc.
|
SELL
|
- |
-13.4K- 5.58% |
$626K - $643K
|
227K
$11.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-14.1K- 24.59% |
$658K - $675K
|
43.2K
$2.11M
|
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-14.2K- 41.31% |
$663K - $680K
|
20.2K
$984K
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-14.7K- 19.87% |
$685K - $703K
|
59.2K
$2.89M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-17.4K- 8.08% |
$810K - $831K
|
197K
$9.63M
|
|
|
Jan 23, 2023
Q4 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-17.6K- 11.87% |
$819K - $840K
|
130K
$6.35M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-20.1K- 12.1% |
$937K - $961K
|
146K
$7.11M
|
|
|
Feb 08, 2023
Q4 2022
|
Manchester Financial Inc
|
SELL
|
- |
-21.2K- 34.89% |
$989K - $1.01M
|
39.6K
$1.93M
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-22.3K- 5.65% |
$1.04M - $1.06M
|
371K
$18.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-22.7K- 42.85% |
$1.06M - $1.09M
|
30.3K
$1.48M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-23.9K- 20.83% |
$1.11M - $1.14M
|
90.7K
$4.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-25.1K- 22.06% |
$1.17M - $1.2M
|
88.8K
$4.33M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-27.3K- 73.3% |
$1.27M - $1.31M
|
9.96K
$485K
|
|
|
Feb 03, 2023
Q4 2022
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-27.7K- 35.58% |
$1.29M - $1.33M
|
50.2K
$2.45M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-30.3K- 6.58% |
$1.42M - $1.45M
|
431K
$21M
|
|
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-32.8K- 40.23% |
$1.53M - $1.57M
|
48.8K
$2.38M
|
|
|
Feb 03, 2023
Q4 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-32.9K- 18.7% |
$1.54M - $1.58M
|
143K
$6.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
SELL
|
- |
-33.1K- 19.31% |
$1.54M - $1.58M
|
138K
$6.74M
|
|
|
Feb 06, 2023
Q4 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-36.9K- 18.18% |
$1.72M - $1.77M
|
166K
$8.09M
|
|
|
Feb 01, 2023
Q4 2022
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-39.6K- 69.58% |
$1.85M - $1.9M
|
17.3K
$845K
|
|
|
Jan 23, 2023
Q4 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-41.8K- 28.96% |
$1.95M - $2M
|
103K
$5M
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-43.4K- 23.63% |
$2.02M - $2.08M
|
140K
$6.84M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-44.3K- 13.89% |
$2.07M - $2.12M
|
275K
$13.4M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-48.3K- 64.65% |
$2.25M - $2.31M
|
26.4K
$1.29M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-51.1K- 63.11% |
$2.38M - $2.44M
|
29.9K
$1.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-51.4K- 50.65% |
$2.4M - $2.46M
|
50.1K
$2.44M
|
|
|
Jan 10, 2023
Q4 2022
|
Tl Private Wealth
|
SELL
|
- |
-56.9K- 16.51% |
$2.65M - $2.72M
|
288K
$14M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-57.6KClosed |
$2.69M - $2.76M
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-61K- 18.93% |
$2.85M - $2.92M
|
261K
$12.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-61.1K- 22.75% |
$2.85M - $2.92M
|
207K
$10.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-79.6K- 21.37% |
$3.71M - $3.81M
|
293K
$14.3M
|
|
|
Feb 02, 2023
Q4 2022
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-84.7K- 30.48% |
$3.95M - $4.05M
|
193K
$9.42M
|
|
|
Feb 02, 2023
Q4 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-96.4K- 21.53% |
$4.5M - $4.61M
|
351K
$17.1M
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-97K- 4.85% |
$4.52M - $4.64M
|
1.9M
$92.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-100K- 48.11% |
$4.68M - $4.8M
|
108K
$5.27M
|
|
|
Feb 13, 2023
Q4 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-107K- 48.59% |
$5.01M - $5.14M
|
114K
$5.53M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-107K- 38.57% |
$5.01M - $5.14M
|
171K
$8.33M
|
|
|
Feb 07, 2023
Q4 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-109K- 49.91% |
$5.07M - $5.2M
|
109K
$5.32M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-113K- 1.98% |
$5.29M - $5.42M
|
5.6M
$273M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-116K- 9.4% |
$5.42M - $5.56M
|
1.12M
$54.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-137K- 80.58% |
$6.38M - $6.55M
|
33K
$1.61M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-179K- 86.77% |
$8.35M - $8.56M
|
27.3K
$1.33M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-197K- 9.63% |
$9.21M - $9.45M
|
1.85M
$90.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-241K- 61.84% |
$11.2M - $11.5M
|
149K
$7.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-244K- 13.31% |
$11.4M - $11.7M
|
1.59M
$77.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-272K- 30.61% |
$12.7M - $13M
|
617K
$30.1M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-280K- 24.59% |
$13.1M - $13.4M
|
859K
$41.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-328K- 60.72% |
$15.3M - $15.7M
|
212K
$10.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-370K- 14.63% |
$17.3M - $17.7M
|
2.16M
$105M
|