Purchases and Sales Made in Q1 2023 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 Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jun 07, 2023
Q1 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-303- 3.36% |
$14.3K - $14.6K
|
8.7K
$422K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-324- 3.86% |
$15.3K - $15.6K
|
8.07K
$391K
|
|
|
Apr 18, 2023
Q1 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-330- 0.46% |
$15.6K - $15.9K
|
71.3K
$3.46M
|
|
|
Apr 17, 2023
Q1 2023
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-337- 1.94% |
$16K - $16.2K
|
17K
$824K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-390- 3.19% |
$18.5K - $18.8K
|
11.8K
$573K
|
|
|
Apr 21, 2023
Q1 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-425- 3.49% |
$20.1K - $20.5K
|
11.8K
$570K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-476- 38.67% |
$22.5K - $22.9K
|
755
$36.6K
|
|
|
May 10, 2023
Q1 2023
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-495- 9.68% |
$23.4K - $23.9K
|
4.62K
$224K
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-512- 5.66% |
$24.2K - $24.7K
|
8.53K
$414K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-540- 14.29% |
$25.6K - $26K
|
3.24K
$157K
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-547- 5.91% |
$25.9K - $26.4K
|
8.7K
$422K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-576- 27.57% |
$27.3K - $27.8K
|
1.51K
$73.4K
|
|
|
Apr 18, 2023
Q1 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-628- 5.73% |
$29.7K - $30.3K
|
10.3K
$501K
|
|
|
Apr 21, 2023
Q1 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-639- 9.53% |
$30.3K - $30.8K
|
6.07K
$294K
|
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-643- 3.23% |
$30.4K - $31K
|
19.3K
$935K
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-645- 8.33% |
$30.5K - $31.1K
|
7.1K
$344K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-678- 9.09% |
$32.1K - $32.7K
|
6.78K
$329K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-691- 7.09% |
$32.7K - $33.3K
|
9.06K
$439K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-734- 1.12% |
$34.7K - $35.4K
|
64.7K
$3.14M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-796- 9.55% |
$37.7K - $38.4K
|
7.54K
$366K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-812- 6.18% |
$38.4K - $39.1K
|
12.3K
$598K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-826- 4.99% |
$39.1K - $39.8K
|
15.7K
$763K
|
|
|
Apr 04, 2023
Q1 2023
|
Platform Technology Partners
|
SELL
|
- |
-994- 10.24% |
$47.1K - $47.9K
|
8.72K
$423K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1K- 2.94% |
$47.4K - $48.3K
|
33.1K
$1.6M
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.11K- 10.94% |
$52.6K - $53.6K
|
9.05K
$439K
|
|
|
Apr 18, 2023
Q1 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1.13K- 1.18% |
$53.4K - $54.4K
|
94.5K
$4.58M
|
|
|
Apr 13, 2023
Q1 2023
|
Edge Rock Capital LLC
|
SELL
|
- |
-1.18K- 10.79% |
$56.1K - $57.1K
|
9.79K
$474K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-1.2K- 99.92% |
$56.7K - $57.8K
|
1
$48.5
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.22K- 12.96% |
$57.9K - $59K
|
8.22K
$398K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.25K- 6.43% |
$59.3K - $60.4K
|
18.2K
$885K
|
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-1.26K- 2.17% |
$59.5K - $60.6K
|
56.7K
$2.75M
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.26K- 2.91% |
$59.6K - $60.7K
|
42K
$2.04M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.26K- 5.81% |
$59.6K - $60.7K
|
20.4K
$990K
|
|
|
Jul 10, 2024
Q1 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-1.28K- 22.79% |
$60.6K - $61.8K
|
4.34K
$210K
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-1.29K- 9.44% |
$61.3K - $62.4K
|
12.4K
$602K
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.46K- 3.8% |
$68.9K - $70.1K
|
36.8K
$1.78M
|
|
|
May 15, 2023
Q1 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-1.46K- 20.25% |
$69.2K - $70.5K
|
5.76K
$279K
|
|
|
May 15, 2023
Q1 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-1.48K- 7.63% |
$69.8K - $71.1K
|
17.9K
$866K
|
|
|
May 04, 2023
Q1 2023
|
Wealth Effects LLC
|
SELL
|
- |
-1.48K- 1.95% |
$70.1K - $71.4K
|
74.4K
$3.61M
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-1.5K- 23.81% |
$71K - $72.3K
|
4.8K
$233K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-1.52K- 65.9% |
$72K - $73.3K
|
787
$38.2K
|
|
|
Apr 26, 2023
Q1 2023
|
Atlas Private Wealth Management
|
SELL
|
- |
-1.58K- 1.05% |
$74.7K - $76.1K
|
149K
$7.21M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.67K- 16.77% |
$79K - $80.5K
|
8.29K
$402K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.76K- 17.54% |
$83.3K - $84.8K
|
8.27K
$401K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.85K- 7.95% |
$87.4K - $89K
|
21.4K
$1.04M
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.05K- 6.23% |
$97K - $98.8K
|
30.9K
$1.5M
|
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-2.16K- 1.03% |
$102K - $104K
|
208K
$10.1M
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.28K- 4.46% |
$108K - $110K
|
48.8K
$2.37M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.3K- 7.7% |
$109K - $111K
|
27.6K
$1.34M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.39K- 2.61% |
$113K - $115K
|
89.1K
$4.32M
|