Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
503K+ 243.03% |
$23.7M - $24.1M
|
710K
$34.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
444K+ 10.61% |
$21M - $21.3M
|
4.64M
$225M
|
|
|
Oct 19, 2023
Q3 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
182KNew |
$8.58M - $8.72M
|
182K
$8.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
165KNew |
$7.78M - $7.91M
|
165K
$8M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
163K+ 36.06% |
$7.7M - $7.83M
|
616K
$29.9M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
160KNew |
$7.53M - $7.65M
|
160K
$7.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
138K+ 138.45% |
$6.51M - $6.62M
|
238K
$11.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
132KNew |
$6.2M - $6.31M
|
132K
$6.38M
|
|
|
Oct 31, 2023
Q3 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
107KNew |
$5.04M - $5.13M
|
107K
$5.19M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
87.8K+ 639.97% |
$4.14M - $4.21M
|
101K
$4.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
75.9KNew |
$3.58M - $3.64M
|
75.9K
$3.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
51.3K+ 62.33% |
$2.42M - $2.46M
|
134K
$6.47M
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
49.4KNew |
$2.33M - $2.37M
|
49.4K
$2.39M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
48.4K+ 18.14% |
$2.28M - $2.32M
|
315K
$15.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
43.8K+ 182.54% |
$2.07M - $2.1M
|
67.8K
$3.29M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
43.7K+ 50.4% |
$2.06M - $2.09M
|
130K
$6.32M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
41.9K+ 40.23% |
$1.98M - $2.01M
|
146K
$7.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
37.6K+ 3.37% |
$1.77M - $1.8M
|
1.15M
$55.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
36.9K+ 6054.26% |
$1.74M - $1.77M
|
37.5K
$1.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
32.9K+ 33.51% |
$1.55M - $1.58M
|
131K
$6.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
32.9K+ 61.92% |
$1.55M - $1.58M
|
85.9K
$4.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
32.7K+ 43.72% |
$1.54M - $1.57M
|
107K
$5.21M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
32.5K+ 0.89% |
$1.53M - $1.56M
|
3.7M
$179M
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
28.6KNew |
$1.35M - $1.37M
|
28.6K
$1.38M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
27.8KNew |
$1.31M - $1.33M
|
27.8K
$1.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
27.5K+ 5.69% |
$1.3M - $1.32M
|
511K
$24.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
26.5K+ 27.97% |
$1.25M - $1.27M
|
121K
$5.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
26.4K+ 10.67% |
$1.25M - $1.27M
|
274K
$13.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
25.7KNew |
$1.21M - $1.23M
|
25.7K
$1.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
25.3K+ 8.19% |
$1.19M - $1.21M
|
335K
$16.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
24.9K+ 77.5% |
$1.17M - $1.19M
|
56.9K
$2.76M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
24.3K+ 52.29% |
$1.15M - $1.16M
|
70.7K
$3.43M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
21.7K+ 22.05% |
$1.02M - $1.04M
|
120K
$5.82M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
19.4KNew |
$914K - $929K
|
19.4K
$940K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.3K+ 45.51% |
$815K - $829K
|
55.3K
$2.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
15K+ 64.23% |
$707K - $719K
|
38.3K
$1.86M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
14.3K+ 5.99% |
$674K - $686K
|
253K
$12.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.6K+ 5.9% |
$639K - $650K
|
244K
$11.8M
|
|
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
BUY
|
- |
12.7K+ 18.98% |
$600K - $610K
|
79.8K
$3.87M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.1K+ 6.64% |
$522K - $531K
|
178K
$8.62M
|
|
|
Oct 10, 2023
Q3 2023
|
Tl Private Wealth
|
BUY
|
- |
10.5K+ 3.58% |
$495K - $503K
|
303K
$14.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
10.4KNew |
$491K - $499K
|
10.4K
$505K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10.4K+ 3.91% |
$491K - $499K
|
276K
$13.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
10.2K+ 4.34% |
$481K - $490K
|
246K
$11.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
9.95K+ 10.72% |
$469K - $477K
|
103K
$4.98M
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
9.85K+ 47.72% |
$465K - $472K
|
30.5K
$1.48M
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
9.72K+ 1.82% |
$458K - $466K
|
542K
$26.3M
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
BUY
|
- |
9.53K+ 51.71% |
$449K - $457K
|
27.9K
$1.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
8.65KNew |
$408K - $414K
|
8.65K
$419K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.62K+ 8.54% |
$407K - $413K
|
110K
$5.32M
|