Alpha Financial Advisors, LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Alpha Financial Advisors, LLC

$259 Billion
Q2 2025

A detailed history of Alpha Financial Advisors, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Alpha Financial Advisors, LLC holds 105,213 shares of LMBS stock, worth $5.25 Million. This represents 2.0% of its overall portfolio holdings.

Number of Shares

105,213

Previous 98,095 7.26%

Holding current value

$5.25 Million

Previous $4.82 Billion 7.47%

% of portfolio

2.0%

Previous 2.14%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	BUY	$48.5 - $49.35 $345,223 - $351,273	7,118 Added 7.26%	105,213 $5.18 Billion
Q1 2025 Apr 23, 2025	BUY	$48.31 - $49.23 $176,428 - $179,787	3,652 Added 3.87%	98,095 $4.82 Billion
Q4 2024 Jan 21, 2025	SELL	$48.48 - $49.47 $2,424 - $2,473	-50 Reduced 0.05%	94,443 $4.6 Billion
Q3 2024 Oct 18, 2024	BUY	$47.95 - $49.61 $93,166 - $96,392	1,943 Added 2.1%	94,493 $4.67 Billion
Q2 2024 Jul 23, 2024	SELL	$47.58 - $48.41 $74,082 - $75,374	-1,557 Reduced 1.65%	92,550 $4.45 Billion
Q1 2024 Apr 29, 2024	BUY	$47.95 - $48.49 $75,041 - $75,886	1,565 Added 1.69%	94,107 $4.54 Billion
Q4 2023 Feb 05, 2024	SELL	$46.58 - $48.36 $136,339 - $141,549	-2,927 Reduced 3.07%	92,542 $4.47 Billion
Q3 2023 Oct 26, 2023	BUY	$47.15 - $47.94 $13,249 - $13,471	281 Added 0.3%	95,469 $4.51 Billion
Q2 2023 Aug 07, 2023	BUY	$47.5 - $48.33 $34,010 - $34,604	716 Added 0.76%	95,188 $4.54 Billion
Q1 2023 Apr 18, 2023	SELL	$47.34 - $48.21 $53,399 - $54,380	-1,128 Reduced 1.18%	94,472 $4.52 Billion
Q4 2022 Apr 18, 2023	BUY	$46.64 - $47.85 $4.46 Million - $4.57 Million	95,600 New	95,600 $4.53 Billion

Others Institutions Holding LMBS

# of Institutions

468

Shares Held

85.5M

Call Options Held

6.7K

Put Options Held

View Full List

About FIRST TR ETF FD IV FIRST TR LO

Ticker LMBS
Sector ETFs
Industry ETFs

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Alpha Financial Advisors, LLC First Tr ETF Fd Iv First Tr Lo Transaction History