Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 25, 2022
Q2 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-594- 1.32% |
$28.5K - $29.1K
|
44.6K
$2.19M
|
|
Aug 02, 2022
Q2 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-602- 9.18% |
$28.9K - $29.5K
|
5.96K
$292K
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-615- 4.45% |
$29.5K - $30.1K
|
13.2K
$648K
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-616- 4.46% |
$29.6K - $30.2K
|
13.2K
$648K
|
|
Aug 15, 2022
Q2 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-660- 11.87% |
$31.7K - $32.3K
|
4.9K
$240K
|
|
Jul 11, 2022
Q2 2022
|
Capital Market Strategies LLC
|
SELL
|
- |
-697- 1.03% |
$33.4K - $34.1K
|
66.8K
$3.28M
|
|
Aug 05, 2022
Q2 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-710- 4.32% |
$34.1K - $34.8K
|
15.7K
$772K
|
|
Nov 15, 2022
Q2 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-729- 5.26% |
$35K - $35.7K
|
13.1K
$644K
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-763- 3.54% |
$36.6K - $37.4K
|
20.8K
$1.02M
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-800- 65.25% |
$38.4K - $39.2K
|
426
$20.9K
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-820- 10.27% |
$39.3K - $40.1K
|
7.17K
$352K
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-904- 50.17% |
$43.4K - $44.3K
|
898
$44.1K
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-932- 34.18% |
$44.7K - $45.6K
|
1.8K
$88.1K
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-939- 1.17% |
$45.1K - $46K
|
79.5K
$3.9M
|
|
Jul 19, 2022
Q2 2022
|
Atlas Private Wealth Management
|
SELL
|
- |
-993- 0.66% |
$47.6K - $48.6K
|
149K
$7.3M
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.04K- 5.05% |
$49.8K - $50.8K
|
19.5K
$957K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.18K- 3.9% |
$56.6K - $57.7K
|
29K
$1.42M
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.18K- 8.71% |
$56.7K - $57.8K
|
12.4K
$607K
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.2K- 8.71% |
$57.8K - $58.9K
|
12.6K
$619K
|
|
Jul 06, 2022
Q2 2022
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.23K- 8.8% |
$58.9K - $60.1K
|
12.7K
$625K
|
|
Aug 11, 2022
Q2 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-1.23K- 90.13% |
$59.2K - $60.4K
|
135
$6.63K
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-1.26K- 1.61% |
$60.4K - $61.6K
|
76.8K
$3.77M
|
|
Jul 25, 2022
Q2 2022
|
Chiron Capital Management, LLC
|
SELL
|
- |
-1.32K- 5.04% |
$63.3K - $64.6K
|
24.9K
$1.22M
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.34K- 13.59% |
$64.4K - $65.8K
|
8.54K
$419K
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.4K- 2.81% |
$67.1K - $68.4K
|
48.4K
$2.37M
|
|
Jul 18, 2022
Q2 2022
|
Patten Group, Inc.
|
SELL
|
- |
-1.44K- 6.08% |
$69.3K - $70.7K
|
22.3K
$1.1M
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.46K- 5.36% |
$69.8K - $71.2K
|
25.7K
$1.26M
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.46K- 24.52% |
$70.2K - $71.6K
|
4.5K
$221K
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.5K- 21.28% |
$71.8K - $73.2K
|
5.53K
$272K
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-1.52K- 0.71% |
$72.8K - $74.3K
|
211K
$10.4M
|
|
Aug 08, 2022
Q2 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.53K- 4.83% |
$73.5K - $75K
|
30.2K
$1.48M
|
|
Aug 11, 2022
Q2 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.54K- 17.33% |
$73.6K - $75.2K
|
7.32K
$359K
|
|
Jul 29, 2022
Q2 2022
|
Grove Bank & Trust
|
SELL
|
- |
-1.64K- 1.18% |
$78.5K - $80.1K
|
137K
$6.74M
|
|
Jul 29, 2022
Q2 2022
|
Integrity Financial Corp
|
SELL
|
- |
-1.84K- 26.58% |
$88.3K - $90.1K
|
5.08K
$250K
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.93K- 23.51% |
$92.4K - $94.2K
|
6.26K
$307K
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.96K- 18.56% |
$93.8K - $95.7K
|
8.58K
$421K
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-2K- 35.61% |
$96K - $97.9K
|
3.62K
$178K
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2.04K- 28.72% |
$97.6K - $99.6K
|
5.05K
$248K
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.04K- 26.65% |
$97.9K - $99.9K
|
5.62K
$276K
|
|
Aug 05, 2022
Q2 2022
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-2.15K- 1.79% |
$103K - $105K
|
118K
$5.78M
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-2.21KClosed |
$106K - $108K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-2.21K- 14.44% |
$106K - $108K
|
13.1K
$642K
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.42K- 36.63% |
$116K - $118K
|
4.18K
$205K
|
|
Aug 12, 2022
Q2 2022
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.48K- 11.64% |
$119K - $121K
|
18.8K
$923K
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.58K- 3.01% |
$124K - $126K
|
82.9K
$4.07M
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.58K- 7.85% |
$124K - $126K
|
30.3K
$1.49M
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.6K- 13.94% |
$125K - $127K
|
16K
$787K
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.6K- 13.94% |
$125K - $127K
|
16K
$787K
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-2.6K- 0.99% |
$125K - $127K
|
259K
$12.7M
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-2.9K- 11.59% |
$139K - $142K
|
22.1K
$1.09M
|