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

Kc Investment Advisors, LLC

$191 Million
Q1 2024

A detailed history of Kc Investment Advisors, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Kc Investment Advisors, LLC holds 5,533 shares of LMBS stock, worth $265,749. This represents 0.14% of its overall portfolio holdings.

Number of Shares

5,533

Previous 5,533 -0.0%

Holding current value

$265,749

Previous $267,000 0.37%

% of portfolio

0.14%

Previous 0.16%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 06, 2023	SELL	$47.15 - $47.94 $15,370 - $15,628	-326 Reduced 5.56%	5,533 $261,000
Q4 2022 Feb 09, 2023	SELL	$46.77 - $47.85 $1,496 - $1,531	-32 Reduced 0.54%	5,859 $278,000
Q2 2022 Aug 15, 2022	SELL	$47.98 - $48.96 $1,583 - $1,615	-33 Reduced 0.56%	5,891 $285,000
Q1 2022 May 13, 2022	SELL	$48.85 - $50.03 $133,018 - $136,231	-2,723 Reduced 31.49%	5,924 $290,000
Q4 2021 Feb 15, 2022	BUY	$49.97 - $50.67 $174,895 - $177,345	3,500 Added 68.0%	8,647 $432,000

Q3 2021 Nov 15, 2021	BUY	$50.52 - $50.94 $260,026 - $262,188	5,147 New	5,147 $260,000
Q1 2021 May 14, 2021	SELL	$51.0 - $51.58 $626,535 - $633,660	-12,285 Closed	0 $0
Q4 2020 Feb 12, 2021	SELL	$51.39 - $51.73 $3,648 - $3,672	-71 Reduced 0.57%	12,285 $632,000
Q2 2020 Aug 18, 2020	BUY	$51.33 - $51.83 $6,929 - $6,997	135 Added 1.1%	12,356 $639,000
Q1 2020 May 14, 2020	BUY	$49.9 - $52.72 $395,257 - $417,595	7,921 Added 184.21%	12,221 $623,000
Q4 2019 Feb 14, 2020	BUY	$51.73 - $52.15 $8,535 - $8,604	165 Added 3.99%	4,300 $223,000
Q3 2019 Nov 14, 2019	BUY	$51.68 - $52.09 $213,696 - $215,392	4,135 New	4,135 $215,000

Others Institutions Holding LMBS

# of Institutions

395

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