Kestra Private Wealth Services, LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Kestra Private Wealth Services, LLC

$6.57 Billion
Q2 2025

A detailed history of Kestra Private Wealth Services, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 333,039 shares of LMBS stock, worth $16.7 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

333,039

Previous 307,968 8.14%

Holding current value

$16.7 Million

Previous $15.1 Million 8.36%

% of portfolio

0.25%

Previous 0.26%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	BUY	$48.5 - $49.35 $1.22 Million - $1.24 Million	25,071 Added 8.14%	333,039 $16.4 Million
Q1 2025 May 05, 2025	BUY	$48.31 - $49.23 $385,175 - $392,510	7,973 Added 2.66%	307,968 $15.1 Million
Q4 2024 Jan 28, 2025	BUY	$48.48 - $49.47 $1.35 Million - $1.38 Million	27,798 Added 10.21%	299,995 $14.6 Million
Q3 2024 Nov 13, 2024	BUY	$47.95 - $49.61 $2.54 Million - $2.63 Million	53,061 Added 24.21%	272,197 $13.4 Million
Q2 2024 Aug 12, 2024	SELL	$47.58 - $48.41 $248,748 - $253,087	-5,228 Reduced 2.33%	219,136 $10.5 Million
Q1 2024 May 02, 2024	SELL	$47.95 - $48.49 $1.4 Million - $1.42 Million	-29,207 Reduced 11.52%	224,364 $10.8 Million
Q4 2023 Feb 05, 2024	BUY	$46.58 - $48.36 $20,402 - $21,181	438 Added 0.17%	253,571 $12.3 Million
Q3 2023 Nov 07, 2023	BUY	$47.15 - $47.94 $674,245 - $685,542	14,300 Added 5.99%	253,133 $12 Million
Q2 2023 Aug 08, 2023	SELL	$47.5 - $48.33 $667,375 - $679,036	-14,050 Reduced 5.56%	238,833 $11.4 Million
Q1 2023 May 12, 2023	BUY	$47.34 - $48.21 $2.98 Million - $3.03 Million	62,914 Added 33.12%	252,883 $12.1 Million
Q4 2022 Jan 31, 2023	BUY	$46.64 - $47.85 $3.21 Million - $3.29 Million	68,783 Added 56.76%	189,969 $9.01 Million
Q3 2022 Nov 14, 2022	BUY	$47.35 - $48.58 $3.81 Million - $3.9 Million	80,372 Added 196.92%	121,186 $5.74 Million
Q2 2022 Aug 12, 2022	SELL	$47.98 - $48.96 $662,603 - $676,137	-13,810 Reduced 25.28%	40,814 $1.97 Million
Q1 2022 May 26, 2022	SELL	$48.85 - $50.03 $1.23 Million - $1.26 Million	-25,112 Reduced 31.49%	54,624 $2.67 Million
Q4 2021 Jan 21, 2022	BUY	$49.97 - $50.67 $2.67 Million - $2.71 Million	53,431 Added 203.12%	79,736 $3.99 Million
Q3 2021 Oct 21, 2021	BUY	$50.52 - $50.94 $437,149 - $440,783	8,653 Added 49.02%	26,305 $1.33 Million
Q2 2021 Jul 30, 2021	SELL	$50.83 - $51.19 $207,437 - $208,906	-4,081 Reduced 18.78%	17,652 $898,000
Q1 2021 May 11, 2021	SELL	$51.0 - $51.58 $220,014 - $222,516	-4,314 Reduced 16.56%	21,733 $1.11 Million
Q4 2020 Jan 21, 2021	SELL	$51.39 - $51.73 $3.3 Million - $3.32 Million	-64,153 Reduced 71.12%	26,047 $1.34 Billion
Q3 2020 Nov 09, 2020	BUY	$51.62 - $51.89 $4.66 Million - $4.68 Million	90,200 New	90,200 $4.66 Million

Others Institutions Holding LMBS

# of Institutions

464

Shares Held

85.8M

Call Options Held

6.7K

Put Options Held

View Full List

About FIRST TR ETF FD IV FIRST TR LO

Ticker LMBS
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Kestra Private Wealth Services, LLC First Tr ETF Fd Iv First Tr Lo Transaction History