Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.02K- 20.8% |
$153K - $154K
|
11.5K
$565K
|
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-3.07K- 26.73% |
$155K - $157K
|
8.43K
$414K
|
|
|
Oct 21, 2021
Q3 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-3.09K- 15.73% |
$156K - $158K
|
16.6K
$813K
|
|
|
Dec 08, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-3.13K- 39.1% |
$158K - $159K
|
4.88K
$239K
|
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
SELL
|
- |
-3.16K- 3.04% |
$160K - $161K
|
101K
$4.95M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.6K- 65.93% |
$182K - $183K
|
1.86K
$91.3K
|
|
|
Oct 29, 2021
Q3 2021
|
Harvest Investment Services, LLC
|
SELL
|
- |
-3.67K- 26.32% |
$185K - $187K
|
10.3K
$504K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.67K- 2.89% |
$185K - $187K
|
124K
$6.06M
|
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.71K- 5.18% |
$188K - $189K
|
68K
$3.34M
|
|
|
Oct 20, 2021
Q3 2021
|
Astor Investment Management LLC
|
SELL
|
- |
-3.91K- 1.12% |
$197K - $199K
|
346K
$17M
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4KClosed |
$202K - $204K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Montecito Bank & Trust
|
SELL
|
- |
-4.18KClosed |
$211K - $213K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-4.41K- 17.3% |
$223K - $225K
|
21.1K
$1.04M
|
|
|
Oct 26, 2021
Q3 2021
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-4.42KClosed |
$223K - $225K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-4.43K- 12.32% |
$224K - $226K
|
31.5K
$1.55M
|
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-4.59KClosed |
$232K - $234K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-4.63K- 1.83% |
$234K - $236K
|
249K
$12.2M
|
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-4.63K- 27.45% |
$234K - $236K
|
12.2K
$601K
|
|
|
Oct 15, 2021
Q3 2021
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-4.66K- 12.19% |
$235K - $237K
|
33.5K
$1.65M
|
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-4.72K- 30.65% |
$238K - $240K
|
10.7K
$524K
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.9KClosed |
$247K - $250K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
SELL
|
- |
-4.92K- 3.78% |
$248K - $251K
|
125K
$6.14M
|
|
|
Nov 08, 2021
Q3 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-5.05KClosed |
$255K - $257K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-5.14K- 6.21% |
$260K - $262K
|
77.7K
$3.81M
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-5.14K- 20.01% |
$260K - $262K
|
20.6K
$1.01M
|
|
|
Oct 14, 2021
Q3 2021
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-5.29KClosed |
$267K - $269K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-5.45KClosed |
$275K - $278K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-6KClosed |
$303K - $306K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-6.3K- 56.25% |
$318K - $321K
|
4.9K
$240K
|
|
|
Oct 08, 2021
Q3 2021
|
Rede Wealth, LLC
|
SELL
|
- |
-6.55K- 6.86% |
$331K - $334K
|
88.9K
$4.36M
|
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-6.56KClosed |
$332K - $334K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-6.65KClosed |
$336K - $339K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
SELL
|
- |
-6.92K- 94.05% |
$350K - $353K
|
438
$21.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-7.09K- 8.09% |
$358K - $361K
|
80.5K
$3.95M
|
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-7.19KClosed |
$363K - $366K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Camelot Portfolios, LLC
|
SELL
|
- |
-7.54KClosed |
$381K - $384K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Principle Wealth Partners LLC
|
SELL
|
- |
-7.67K- 30.31% |
$387K - $391K
|
17.6K
$865K
|
|
|
Nov 04, 2021
Q3 2021
|
Platform Technology Partners
|
SELL
|
- |
-7.68K- 39.87% |
$388K - $391K
|
11.6K
$568K
|
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-7.75KClosed |
$391K - $395K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-7.86KClosed |
$397K - $400K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
True Wealth Advisors, LLC
|
SELL
|
- |
-8.19K- 10.08% |
$414K - $417K
|
73.1K
$3.59M
|
|
|
Nov 09, 2021
Q3 2021
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-8.32KClosed |
$420K - $424K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-9.37K- 45.11% |
$473K - $477K
|
11.4K
$560K
|
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-10.3K- 8.8% |
$519K - $523K
|
106K
$5.22M
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-10.7K- 9.65% |
$540K - $545K
|
100K
$4.92M
|
|
|
Nov 12, 2021
Q3 2021
|
Concentrum Wealth Management
|
SELL
|
- |
-11.4K- 14.82% |
$576K - $581K
|
65.6K
$3.22M
|
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-12.2K- 17.35% |
$614K - $620K
|
58K
$2.84M
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-14.3K- 14.53% |
$723K - $729K
|
84.2K
$4.13M
|
|
|
Nov 16, 2021
Q3 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-17K- 3.94% |
$859K - $866K
|
415K
$20.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-18K- 16.64% |
$907K - $915K
|
90K
$4.41M
|