Foundations Investment Advisors, LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Foundations Investment Advisors, LLC

$4.87 Billion
Q4 2024

A detailed history of Foundations Investment Advisors, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 252,888 shares of LMBS stock, worth $12.4 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

252,888

Previous 243,998 3.64%

Holding current value

$12.4 Million

Previous $12.1 Million 2.1%

% of portfolio

0.25%

Previous 0.27%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$48.48 - $49.47 $430,987 - $439,788	8,890 Added 3.64%	252,888 $12.3 Million
Q3 2024 Oct 21, 2024	BUY	$47.95 - $49.61 $9.57 Million - $9.9 Million	199,575 Added 449.26%	243,998 $12.1 Million
Q2 2024 Aug 02, 2024	BUY	$47.58 - $48.41 $193,698 - $197,077	4,071 Added 10.09%	44,423 $2.13 Million
Q1 2024 May 13, 2024	SELL	$47.95 - $48.49 $736,176 - $744,466	-15,353 Reduced 27.56%	40,352 $1.95 Million
Q4 2023 Feb 08, 2024	SELL	$46.58 - $48.36 $331,230 - $343,887	-7,111 Reduced 11.32%	55,705 $2.69 Million
Q3 2023 Oct 05, 2023	BUY	$47.15 - $47.94 $134,896 - $137,156	2,861 Added 4.77%	62,816 $2.97 Million
Q2 2023 Jul 19, 2023	BUY	$47.5 - $48.33 $350,407 - $356,530	7,377 Added 14.03%	59,955 $2.86 Million
Q1 2023 Apr 25, 2023	BUY	$47.34 - $48.21 $2.23 Million - $2.28 Million	47,194 Added 876.56%	52,578 $2.52 Million
Q4 2022 Jan 11, 2023	BUY	$46.64 - $47.85 $251,109 - $257,624	5,384 New	5,384 $0

Others Institutions Holding LMBS

# of Institutions

446

Shares Held

78.2M

Call Options Held

Put Options Held

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About FIRST TR ETF FD IV FIRST TR LO

Ticker LMBS
Sector ETFs
Industry ETFs

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Foundations Investment Advisors, LLC First Tr ETF Fd Iv First Tr Lo Transaction History