Independent Advisor Alliance First Tr ETF Fd Iv First Tr Lo Transaction History

Independent Advisor Alliance

$2.95 Billion
Q1 2025

A detailed history of Independent Advisor Alliance transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Independent Advisor Alliance holds 123,318 shares of LMBS stock, worth $5.99 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

123,318

Previous 365,461 66.26%

Holding current value

$5.99 Million

Previous $17.8 Million 65.92%

% of portfolio

0.21%

Previous 0.25%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$48.31 - $49.23 $11.7 Million - $11.9 Million	-242,143 Reduced 66.26%	123,318 $6.06 Million
Q4 2024 Feb 07, 2025	BUY	$48.48 - $49.47 $10.7 Million - $10.9 Million	219,767 Added 150.84%	365,461 $17.8 Million
Q3 2024 Nov 12, 2024	BUY	$47.95 - $49.61 $394,005 - $407,645	8,217 Added 5.98%	145,694 $7.2 Million
Q2 2024 Aug 12, 2024	BUY	$47.58 - $48.41 $218,487 - $222,298	4,592 Added 3.46%	137,477 $6.61 Million
Q1 2024 May 08, 2024	BUY	$47.95 - $48.49 $907,357 - $917,576	18,923 Added 16.6%	132,885 $6.41 Million
Q4 2023 Feb 08, 2024	BUY	$46.58 - $48.36 $56,687 - $58,854	1,217 Added 1.08%	113,962 $5.51 Million
Q3 2023 Oct 24, 2023	BUY	$47.15 - $47.94 $67,613 - $68,745	1,434 Added 1.29%	112,745 $5.33 Million
Q2 2023 Jul 28, 2023	BUY	$47.5 - $48.33 $260,300 - $264,848	5,480 Added 5.18%	111,311 $5.31 Million
Q1 2023 May 12, 2023	SELL	$47.34 - $48.21 $1.39 Million - $1.41 Million	-29,326 Reduced 21.7%	105,831 $5.07 Million
Q4 2022 Feb 13, 2023	BUY	$46.64 - $47.85 $728,750 - $747,656	15,625 Added 13.07%	135,157 $6.41 Million
Q3 2022 Nov 04, 2022	BUY	$47.35 - $48.58 $178,698 - $183,340	3,774 Added 3.26%	119,532 $5.66 Million
Q2 2022 Aug 04, 2022	BUY	$47.98 - $48.96 $1.06 Million - $1.08 Million	22,108 Added 23.61%	115,758 $5.59 Million
Q1 2022 May 06, 2022	BUY	$48.85 - $50.03 $782,577 - $801,480	16,020 Added 20.64%	93,650 $4.58 Million
Q4 2021 Feb 11, 2022	BUY	$49.97 - $50.67 $3.88 Million - $3.93 Million	77,630 New	77,630 $3.88 Million
Q1 2020 May 14, 2020	SELL	$49.9 - $52.72 $9.55 Million - $10.1 Million	-191,392 Closed	0 $0
Q4 2019 Feb 07, 2020	BUY	$51.73 - $52.15 $9.9 Million - $9.98 Million	191,392 New	191,392 $9.91 Million

Others Institutions Holding LMBS

# of Institutions

451

Shares Held

82M

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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Independent Advisor Alliance First Tr ETF Fd Iv First Tr Lo Transaction History