Moneywise, Inc. First Tr ETF Fd Iv First Tr Lo Transaction History

Moneywise, Inc.

$186 Million
Q4 2024

A detailed history of Moneywise, Inc. transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Moneywise, Inc. holds 5,015 shares of LMBS stock, worth $246,336. This represents 0.13% of its overall portfolio holdings.

Number of Shares

5,015

Previous 8,295 39.54%

Holding current value

$246,336

Previous $409,000 40.34%

% of portfolio

0.13%

Previous 0.21%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$48.48 - $49.47 $159,014 - $162,261	-3,280 Reduced 39.54%	5,015 $244,000
Q3 2024 Oct 21, 2024	SELL	$47.95 - $49.61 $355,932 - $368,255	-7,423 Reduced 47.23%	8,295 $409,000
Q2 2024 Jul 17, 2024	SELL	$47.58 - $48.41 $219,391 - $223,218	-4,611 Reduced 22.68%	15,718 $755,000
Q1 2024 Apr 22, 2024	SELL	$47.95 - $48.49 $296,378 - $299,716	-6,181 Reduced 23.32%	20,329 $980,000
Q4 2023 Jan 29, 2024	SELL	$46.58 - $48.36 $9,688 - $10,058	-208 Reduced 0.78%	26,510 $1.28 Million
Q3 2023 Oct 23, 2023	BUY	$47.15 - $47.94 $38,238 - $38,879	811 Added 3.13%	26,718 $1.26 Million
Q2 2023 Jul 24, 2023	BUY	$47.5 - $48.33 $67,165 - $68,338	1,414 Added 5.77%	25,907 $1.23 Million
Q1 2023 Apr 21, 2023	BUY	$47.34 - $48.21 $2,177 - $2,217	46 Added 0.19%	24,493 $1.17 Million
Q4 2022 Jan 30, 2023	SELL	$46.64 - $47.85 $544,288 - $558,409	-11,670 Reduced 32.31%	24,447 $1.16 Million
Q3 2022 Nov 03, 2022	BUY	$47.35 - $48.58 $26,184 - $26,864	553 Added 1.55%	36,117 $1.71 Million
Q2 2022 Aug 02, 2022	SELL	$47.98 - $48.96 $264,657 - $270,063	-5,516 Reduced 13.43%	35,564 $1.72 Million
Q1 2022 Apr 20, 2022	SELL	$48.85 - $50.03 $209,566 - $214,628	-4,290 Reduced 9.46%	41,080 $2.01 Million
Q4 2021 Jan 12, 2022	SELL	$49.97 - $50.67 $383,169 - $388,537	-7,668 Reduced 14.46%	45,370 $2.27 Million
Q3 2021 Oct 12, 2021	BUY	$50.52 - $50.94 $217,943 - $219,755	4,314 Added 8.85%	53,038 $2.68 Million
Q2 2021 Jul 22, 2021	BUY	$50.83 - $51.19 $354,285 - $356,794	6,970 Added 16.69%	48,724 $2.48 Million
Q1 2021 Apr 14, 2021	SELL	$51.0 - $51.58 $43,197 - $43,688	-847 Reduced 1.99%	41,754 $2.13 Million
Q4 2020 Jan 15, 2021	BUY	$51.39 - $51.73 $7,708 - $7,759	150 Added 0.35%	42,601 $2.19 Million
Q3 2020 Oct 13, 2020	BUY	$51.62 - $51.89 $80,372 - $80,792	1,557 Added 3.81%	42,451 $2.19 Million
Q2 2020 Jul 10, 2020	SELL	$51.33 - $51.83 $21,815 - $22,027	-425 Reduced 1.03%	40,894 $2.11 Million
Q1 2020 Apr 13, 2020	BUY	$49.9 - $52.72 $113,173 - $119,568	2,268 Added 5.81%	41,319 $2.11 Million
Q4 2019 Jan 07, 2020	BUY	$51.73 - $52.15 $283,635 - $285,938	5,483 Added 16.33%	39,051 $2.03 Million
Q3 2019 Oct 23, 2019	SELL	$51.68 - $52.09 $361 - $364	-7 Reduced 0.02%	33,568 $1.75 Million
Q2 2019 Jul 17, 2019	BUY	$51.22 - $51.68 $1.72 Million - $1.74 Million	33,575 New	33,575 $1.74 Million
Q1 2019 Apr 30, 2019	SELL	$51.01 - $51.34 $1.4 Million - $1.41 Million	-27,449 Closed	0 $0
Q4 2018 Jan 29, 2019	BUY	$50.81 - $51.07 $110,410 - $110,975	2,173 Added 8.6%	27,449 $1.4 Million
Q3 2018 Oct 15, 2018	BUY	$50.94 - $51.29 $838,981 - $844,746	16,470 Added 187.03%	25,276 $1.29 Million
Q2 2018 Jul 19, 2018	BUY	$51.03 - $51.43 $449,370 - $452,892	8,806 New	8,806 $451,000

Others Institutions Holding LMBS

# of Institutions

445

Shares Held

78.2M

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 Moneywise, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Moneywise, Inc. with notifications on news.

Account