Avantax Advisory Services, Inc. First Tr ETF Fd Iv First Tr Lo Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 321,449 shares of LMBS stock, worth $16.1 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

321,449

Previous 303,446 5.93%

Holding current value

$16.1 Million

Previous $14.9 Million 6.15%

% of portfolio

0.09%

Previous 0.09%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$48.5 - $49.35 $873,145 - $888,448	18,003 Added 5.93%	321,449 $15.8 Million
Q1 2025 May 06, 2025	SELL	$48.31 - $49.23 $43,817 - $44,651	-907 Reduced 0.3%	303,446 $14.9 Million
Q4 2024 Feb 07, 2025	BUY	$48.48 - $49.47 $2.55 Million - $2.6 Million	52,505 Added 20.85%	304,353 $14.8 Million
Q3 2024 Nov 13, 2024	BUY	$47.95 - $49.61 $2.1 Million - $2.17 Million	43,816 Added 21.06%	251,848 $12.4 Million
Q2 2024 Aug 09, 2024	BUY	$47.58 - $48.41 $720,694 - $733,266	15,147 Added 7.85%	208,032 $10 Million
Q1 2024 May 08, 2024	SELL	$47.95 - $48.49 $402,396 - $406,928	-8,392 Reduced 4.17%	192,885 $9.31 Million
Q4 2023 Feb 07, 2024	BUY	$46.58 - $48.36 $1.09 Million - $1.14 Million	23,477 Added 13.2%	201,277 $9.73 Million
Q3 2023 Nov 07, 2023	BUY	$47.15 - $47.94 $521,809 - $530,551	11,067 Added 6.64%	177,800 $8.4 Million
Q2 2023 Aug 11, 2023	BUY	$47.5 - $48.33 $200,877 - $204,387	4,229 Added 2.6%	166,733 $7.95 Million
Q1 2023 Apr 28, 2023	SELL	$47.34 - $48.21 $814,011 - $828,970	-17,195 Reduced 9.57%	162,504 $7.78 Million
Q4 2022 Feb 13, 2023	BUY	$46.64 - $47.85 $1.48 Million - $1.51 Million	31,648 Added 21.38%	179,699 $8.52 Million
Q3 2022 Nov 01, 2022	BUY	$47.35 - $48.58 $496,985 - $509,895	10,496 Added 7.63%	148,051 $7.01 Million
Q2 2022 Aug 02, 2022	BUY	$47.98 - $48.96 $262,546 - $267,909	5,472 Added 4.14%	137,555 $6.64 Million
Q1 2022 Apr 27, 2022	SELL	$48.85 - $50.03 $157,638 - $161,446	-3,227 Reduced 2.38%	132,083 $6.46 Million
Q4 2021 Jan 24, 2022	SELL	$49.97 - $50.67 $410,003 - $415,747	-8,205 Reduced 5.72%	135,310 $6.76 Million
Q3 2021 Oct 21, 2021	BUY	$50.52 - $50.94 $191,470 - $193,062	3,790 Added 2.71%	143,515 $7.25 Million
Q2 2021 Jul 29, 2021	SELL	$50.83 - $51.19 $281,445 - $283,439	-5,537 Reduced 3.81%	139,725 $7.1 Million
Q1 2021 May 13, 2021	BUY	$51.0 - $51.58 $2.12 Million - $2.15 Million	41,591 Added 40.12%	145,262 $7.41 Million
Q4 2020 Jan 22, 2021	SELL	$51.39 - $51.73 $548,742 - $552,372	-10,678 Reduced 9.34%	103,671 $5.34 Million
Q3 2020 Oct 14, 2020	BUY	$51.62 - $51.89 $684,223 - $687,801	13,255 Added 13.11%	114,349 $5.9 Million
Q2 2020 Aug 06, 2020	SELL	$51.33 - $51.83 $647,373 - $653,679	-12,612 Reduced 11.09%	101,094 $5.22 Million
Q1 2020 Apr 30, 2020	BUY	$49.9 - $52.72 $283,182 - $299,186	5,675 Added 5.25%	113,706 $5.8 Million
Q4 2019 Feb 14, 2020	BUY	$51.73 - $52.15 $4.34 Million - $4.37 Million	83,875 Added 347.22%	108,031 $5.6 Million
Q3 2019 Nov 08, 2019	BUY	$51.68 - $52.09 $900,885 - $908,032	17,432 Added 259.25%	24,156 $1.26 Million
Q2 2019 Aug 06, 2019	BUY	$51.22 - $51.68 $344,403 - $347,496	6,724 New	6,724 $348,000

Others Institutions Holding LMBS

# of Institutions

465

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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Avantax Advisory Services, Inc. First Tr ETF Fd Iv First Tr Lo Transaction History