Financial Advocates Investment Management First Tr ETF Fd Iv First Tr Lo Transaction History

Financial Advocates Investment Management

$1.72 Billion
Q1 2024

A detailed history of Financial Advocates Investment Management transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Financial Advocates Investment Management holds 260,638 shares of LMBS stock, worth $12.5 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares

260,638

Previous 146,844 77.49%

Holding current value

$12.5 Million

Previous $7.1 Million 77.24%

% of portfolio

0.73%

Previous 0.46%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 01, 2024	BUY	$47.95 - $48.49 $5.46 Million - $5.52 Million	113,794 Added 77.49%	260,638 $12.6 Million
Q4 2023 Feb 08, 2024	BUY	$46.58 - $48.36 $1.95 Million - $2.02 Million	41,860 Added 39.87%	146,844 $7.1 Million
Q3 2023 Oct 27, 2023	SELL	$47.15 - $47.94 $333,916 - $339,511	-7,082 Reduced 6.32%	104,984 $4.96 Million
Q2 2023 Aug 07, 2023	BUY	$47.5 - $48.33 $6,032 - $6,137	127 Added 0.11%	112,066 $5.34 Million
Q1 2023 May 11, 2023	BUY	$47.34 - $48.21 $93,449 - $95,166	1,974 Added 1.8%	111,939 $5.36 Million

Q4 2022 Feb 14, 2023	SELL	$46.77 - $47.85 $460,497 - $471,131	-9,846 Reduced 8.22%	109,965 $5.21 Million
Q3 2022 Nov 14, 2022	BUY	$47.69 - $48.58 $71,153 - $72,481	1,492 Added 1.26%	119,811 $6.13 Million
Q2 2022 Aug 12, 2022	BUY	$47.98 - $48.96 $370,165 - $377,726	7,715 Added 6.98%	118,319 $5.71 Million
Q1 2022 May 11, 2022	SELL	$48.85 - $50.03 $410,681 - $420,602	-8,407 Reduced 7.06%	110,604 $5.41 Million
Q4 2021 Feb 14, 2022	SELL	$49.97 - $50.67 $341,944 - $346,734	-6,843 Reduced 5.44%	119,011 $5.95 Million
Q3 2021 Nov 04, 2021	BUY	$50.52 - $50.94 $2.56 Million - $2.58 Million	50,705 Added 67.47%	125,854 $6.37 Million
Q2 2021 Aug 03, 2021	SELL	$50.83 - $51.19 $3.2 Million - $3.22 Million	-62,929 Reduced 45.57%	75,149 $3.82 Million
Q1 2021 May 10, 2021	BUY	$51.0 - $51.58 $104,397 - $105,584	2,047 Added 1.5%	138,078 $7.08 Million
Q4 2020 Feb 12, 2021	BUY	$51.39 - $51.73 $972,915 - $979,352	18,932 Added 16.17%	136,031 $7 Million
Q3 2020 Nov 04, 2020	BUY	$51.62 - $51.89 $1.22 Million - $1.23 Million	23,715 Added 25.4%	117,099 $6.05 Million
Q2 2020 Aug 14, 2020	BUY	$51.33 - $51.83 $654,970 - $661,350	12,760 Added 15.83%	93,384 $4.83 Million
Q1 2020 Apr 29, 2020	BUY	$49.9 - $52.72 $2.17 Million - $2.3 Million	43,552 Added 117.48%	80,624 $4.11 Million
Q4 2019 Feb 13, 2020	BUY	$51.73 - $52.15 $87,320 - $88,029	1,688 Added 4.77%	37,072 $1.92 Million
Q3 2019 Nov 13, 2019	BUY	$51.68 - $52.09 $88,166 - $88,865	1,706 Added 5.07%	35,384 $1.84 Million
Q2 2019 Aug 08, 2019	BUY	$51.22 - $51.68 $364,635 - $367,909	7,119 Added 26.8%	33,678 $1.74 Million
Q1 2019 May 16, 2019	BUY	$51.01 - $51.34 $154,662 - $155,662	3,032 Added 12.89%	26,559 $1.36 Million
Q4 2018 Feb 14, 2019	BUY	$50.81 - $51.07 $64,579 - $64,909	1,271 Added 5.71%	23,527 $1.2 Million
Q3 2018 Nov 14, 2018	BUY	$50.94 - $51.29 $108,247 - $108,991	2,125 Added 10.56%	22,256 $0
Q2 2018 Aug 09, 2018	BUY	$51.03 - $51.43 $275,970 - $278,133	5,408 Added 36.73%	20,131 $1.03 Million
Q1 2018 May 11, 2018	SELL	$51.29 - $51.74 $378,417 - $381,737	-7,378 Reduced 33.38%	14,723 $756,000
Q4 2017 Feb 15, 2018	BUY	$51.63 - $52.04 $1.14 Million - $1.15 Million	22,101	22,101 $1.14 Million

Others Institutions Holding LMBS

# of Institutions

394

Shares Held

65.9M

Call Options Held

Put Options Held

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About FIRST TR ETF FD IV FIRST TR LO

Ticker LMBS
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Financial Advocates Investment Management First Tr ETF Fd Iv First Tr Lo Transaction History