Gateway Wealth Partners, LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Gateway Wealth Partners, LLC

$445 Billion
Q1 2025

A detailed history of Gateway Wealth Partners, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Gateway Wealth Partners, LLC holds 21,589 shares of LMBS stock, worth $1.05 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

21,589

Previous 20,166 7.06%

Holding current value

$1.05 Million

Previous $981 Million 8.14%

% of portfolio

0.24%

Previous 0.25%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$48.31 - $49.23 $68,745 - $70,054	1,423 Added 7.06%	21,589 $1.06 Billion
Q4 2024 Jan 22, 2025	SELL	$48.48 - $49.47 $25,645 - $26,169	-529 Reduced 2.56%	20,166 $981 Million
Q3 2024 Oct 24, 2024	BUY	$47.95 - $49.61 $60,033 - $62,111	1,252 Added 6.44%	20,695 $1.02 Billion
Q2 2024 Aug 16, 2024	BUY	$47.58 - $48.41 $56,191 - $57,172	1,181 Added 6.47%	19,443 $934 Million
Q1 2024 May 14, 2024	SELL	$47.95 - $48.49 $40,997 - $41,458	-855 Reduced 4.47%	18,262 $881 Million
Q4 2023 Feb 13, 2024	BUY	$46.58 - $48.36 $67,401 - $69,976	1,447 Added 8.19%	19,117 $924 Million
Q3 2023 Nov 14, 2023	BUY	$47.15 - $47.94 $113,490 - $115,391	2,407 Added 15.77%	17,670 $835 Million
Q2 2023 Aug 14, 2023	BUY	$47.5 - $48.33 $132,430 - $134,744	2,788 Added 22.35%	15,263 $728 Million
Q1 2023 May 10, 2023	SELL	$47.34 - $48.21 $354,765 - $361,285	-7,494 Reduced 37.53%	12,475 $597 Million
Q4 2022 Feb 15, 2023	BUY	$46.64 - $47.85 $931,354 - $955,516	19,969 New	19,969 $947 Million

Others Institutions Holding LMBS

# of Institutions

452

Shares Held

82.1M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF FD IV FIRST TR LO

Ticker LMBS
Sector ETFs
Industry ETFs

More about LMBS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gateway Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gateway Wealth Partners, LLC with notifications on news.

Account

Gateway Wealth Partners, LLC First Tr ETF Fd Iv First Tr Lo Transaction History