Strategic Financial Partners, Ltd. First Tr ETF Fd Iv First Tr Lo Transaction History

Strategic Financial Partners, Ltd.

$195 Million
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jul 10, 2024	SELL	$46.58 - $48.36 $3,540 - $3,675	-76 Reduced 1.75%	4,270 $206,000
Q3 2023 Jul 10, 2024	BUY	$47.15 - $47.94 $141 - $143	3 Added 0.07%	4,346 $205,000
Q2 2023 Jul 10, 2024	BUY	$47.5 - $48.33 $142 - $144	3 Added 0.07%	4,343 $207,000
Q1 2023 Jul 10, 2024	SELL	$47.34 - $48.21 $60,642 - $61,757	-1,281 Reduced 22.79%	4,340 $207,000
Q4 2022 Jul 10, 2024	BUY	$46.64 - $47.85 $1,772 - $1,818	38 Added 0.68%	5,621 $267,000
Q3 2022 Jul 10, 2024	BUY	$47.35 - $48.58 $65,200 - $66,894	1,377 Added 32.74%	5,583 $264,000
Q3 2021 Jul 09, 2024	SELL	$50.52 - $50.94 $26,977 - $27,201	-534 Reduced 11.27%	4,206 $213,000
Q2 2021 Jul 09, 2024	SELL	$50.83 - $51.19 $418,839 - $421,805	-8,240 Reduced 63.48%	4,740 $241,000
Q1 2021 Jul 09, 2024	SELL	$51.0 - $51.58 $83,589 - $84,539	-1,639 Reduced 11.21%	12,980 $663,000
Q4 2020 Jul 09, 2024	SELL	$51.39 - $51.73 $41,060 - $41,332	-799 Reduced 5.18%	14,619 $752,000
Q3 2020 Jul 09, 2024	BUY	$51.62 - $51.89 $1,548 - $1,556	30 Added 0.19%	15,418 $797,000
Q2 2020 Jul 09, 2024	SELL	$51.33 - $51.83 $7,853 - $7,929	-153 Reduced 0.98%	15,388 $795,000
Q1 2020 Jul 09, 2024	SELL	$49.9 - $52.72 $290,368 - $306,777	-5,819 Reduced 27.24%	15,541 $793,000
Q4 2019 Jul 08, 2024	BUY	$51.73 - $52.15 $1.1 Million - $1.11 Million	21,360 New	21,360 $1.11 Million

Others Institutions Holding LMBS

# of Institutions

418

Shares Held

70.9M

Call Options Held

0

Put Options Held

0

About FIRST TR ETF FD IV FIRST TR LO

Ticker LMBS
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