Kingsview Wealth Management, LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Kingsview Wealth Management, LLC

$4.71 Billion
Q4 2024

A detailed history of Kingsview Wealth Management, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 228,616 shares of LMBS stock, worth $11.1 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

228,616

Previous 255,230 10.43%

Holding current value

$11.1 Million

Previous $12.6 Million 11.77%

% of portfolio

0.24%

Previous 0.28%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$48.48 - $49.47 $1.29 Million - $1.32 Million	-26,614 Reduced 10.43%	228,616 $11.1 Million
Q3 2024 Nov 12, 2024	BUY	$47.95 - $49.61 $3.13 Million - $3.24 Million	65,287 Added 34.37%	255,230 $12.6 Million
Q2 2024 Aug 14, 2024	BUY	$47.58 - $48.41 $2,045 - $2,081	43 Added 0.02%	189,943 $9.13 Million
Q1 2024 May 09, 2024	SELL	$47.95 - $48.49 $584,798 - $591,384	-12,196 Reduced 6.03%	189,900 $9.16 Million
Q4 2023 Feb 08, 2024	BUY	$46.58 - $48.36 $2.6 Million - $2.7 Million	55,880 Added 38.22%	202,096 $9.77 Million
Q3 2023 Nov 07, 2023	BUY	$47.15 - $47.94 $1.98 Million - $2.01 Million	41,945 Added 40.23%	146,216 $6.91 Million
Q2 2023 Aug 10, 2023	SELL	$47.5 - $48.33 $328,842 - $334,588	-6,923 Reduced 6.23%	104,271 $4.97 Million
Q1 2023 May 15, 2023	SELL	$47.34 - $48.21 $1.88 Million - $1.92 Million	-39,776 Reduced 26.35%	111,194 $5.32 Million
Q4 2022 Feb 13, 2023	BUY	$46.64 - $47.85 $3.02 Million - $3.09 Million	64,656 Added 74.91%	150,970 $7.16 Million
Q3 2022 Nov 14, 2022	BUY	$47.35 - $48.58 $689,179 - $707,081	14,555 Added 20.28%	86,314 $4.09 Million
Q2 2022 Aug 16, 2022	SELL	$47.98 - $48.96 $964,206 - $983,900	-20,096 Reduced 21.88%	71,759 $3.47 Million
Q1 2022 Feb 08, 2024	SELL	$48.85 - $50.03 $5.78 Million - $5.92 Million	-118,339 Reduced 58.56%	83,757 $4.1 Million
Q4 2021 Feb 17, 2022	SELL	$49.97 - $50.67 $154,757 - $156,924	-3,097 Reduced 3.26%	91,855 $4.59 Million
Q3 2021 Dec 03, 2021	BUY	$50.52 - $50.94 $2.64 Million - $2.66 Million	52,285 Added 122.54%	94,952 $4.8 Million
Q2 2021 Aug 17, 2021	SELL	$50.83 - $51.19 $203,370 - $204,811	-4,001 Reduced 8.57%	42,667 $2.17 Million
Q1 2021 May 24, 2021	BUY	$51.0 - $51.58 $242,709 - $245,469	4,759 Added 11.36%	46,668 $2.39 Million
Q4 2020 Feb 16, 2021	BUY	$51.39 - $51.73 $63,774 - $64,196	1,241 Added 3.05%	41,909 $2.16 Million
Q3 2020 Nov 19, 2020	BUY	$51.62 - $51.89 $345,750 - $347,559	6,698 Added 19.72%	40,668 $2.1 Million
Q2 2020 Aug 14, 2020	BUY	$51.33 - $51.83 $209,837 - $211,881	4,088 Added 13.68%	33,970 $1.76 Million
Q1 2020 May 11, 2020	SELL	$49.9 - $52.72 $182,135 - $192,428	-3,650 Reduced 10.89%	29,882 $1.52 Million
Q4 2019 Jan 31, 2020	BUY	$51.73 - $52.15 $1.73 Million - $1.75 Million	33,532 New	33,532 $1.74 Million
Q4 2019 Jan 30, 2020	SELL	$51.73 - $52.15 $1.33 Million - $1.34 Million	-25,677 Closed	0 $0
Q3 2019 Jan 29, 2020	BUY	$51.68 - $52.09 $352,664 - $355,462	6,824 Added 36.2%	25,677 $1.34 Million
Q2 2019 Jan 29, 2020	SELL	$51.22 - $51.68 $242,424 - $244,601	-4,733 Reduced 20.07%	18,853 $974,000
Q1 2019 Jan 29, 2020	SELL	$51.01 - $51.34 $1.41 Million - $1.42 Million	-27,680 Reduced 53.99%	23,586 $1.21 Million
Q4 2018 Jan 29, 2020	BUY	$50.81 - $51.07 $2.6 Million - $2.62 Million	51,266 New	51,266 $2.62 Million
Q4 2017 Jan 29, 2020	SELL	$51.63 - $52.04 $516,919 - $521,024	-10,012 Closed	0 $0
Q3 2017 Jan 29, 2020	SELL	$51.97 - $51.99 $68,444 - $68,470	-1,317 Reduced 11.63%	10,012 $521,000
Q2 2017 Jan 29, 2020	BUY	N/A	4,587 Added 68.04%	11,329 $590,000
Q1 2017 Jan 29, 2020	BUY	N/A	6,742	6,742 $351,000

Others Institutions Holding LMBS

# of Institutions

425

Shares Held

70.7M

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 Kingsview Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingsview Wealth Management, LLC with notifications on news.

Account

Kingsview Wealth Management, LLC First Tr ETF Fd Iv First Tr Lo Transaction History