Brendel Financial Advisors LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Brendel Financial Advisors LLC

$87.4 Million
Q1 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 26, 2021	SELL	$50.52 - $50.94 $106,092 - $106,974	-2,100 Closed	0 $0
Q2 2021 Jul 21, 2021	BUY	$50.83 - $51.19 $106,743 - $107,499	2,100 New	2,100 $107,000
Q4 2020 Feb 12, 2021	SELL	$51.39 - $51.73 $227,246 - $228,750	-4,422 Closed	0 $0
Q3 2020 Nov 04, 2020	SELL	$51.62 - $51.89 $48,161 - $48,413	-933 Reduced 17.42%	4,422 $229,000
Q2 2020 Jul 30, 2020	SELL	$51.33 - $51.83 $1.88 Million - $1.9 Million	-36,582 Reduced 87.23%	5,355 $277,000

Q1 2020 May 01, 2020	BUY	$49.9 - $52.72 $2.09 Million - $2.21 Million	41,937 New	41,937 $2.14 Million
Q4 2019 Feb 04, 2020	SELL	$51.73 - $52.15 $332,727 - $335,428	-6,432 Closed	0 $0
Q3 2019 Nov 14, 2019	BUY	$51.68 - $52.09 $332,405 - $335,042	6,432 New	6,432 $334,000

Others Institutions Holding LMBS

# of Institutions

396

Shares Held

65.9M

Call Options Held

0

Put Options Held

0

About FIRST TR ETF FD IV FIRST TR LO

Ticker LMBS
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