Institutional & Family Asset Management, LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 10, 2021	SELL	$50.83 - $51.19 $29,989 - $30,202	-590 Closed	0 $0
Q1 2020 May 14, 2020	BUY	$49.9 - $52.72 $29,441 - $31,104	590 New	590 $30,000

Others Institutions Holding LMBS

# of Institutions

418

Shares Held

70.9M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

12.2M
Shares

$595 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

8.56M
Shares

$416 Million
0.19% of portfolio
Wells Fargo & Company San Francisco, CA

4.72M
Shares

$230 Million
0.05% of portfolio
Ubs Group Ag

4.06M
Shares

$198 Million
0.04% of portfolio
Royal Bank Of Canada Toronto, A6

2.69M
Shares

$131 Million
0.03% of portfolio

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About FIRST TR ETF FD IV FIRST TR LO

Ticker LMBS
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