Morris Retirement Advisors, LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Morris Retirement Advisors, LLC

$224 Million
Q3 2025

A detailed history of Morris Retirement Advisors, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Morris Retirement Advisors, LLC holds 223,918 shares of LMBS stock, worth $11.2 Million. This represents 4.97% of its overall portfolio holdings.

Number of Shares

223,918

Previous 199,464 12.26%

Holding current value

$11.2 Million

Previous $9.83 Million 13.47%

% of portfolio

4.97%

Previous 4.66%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	$49.05 - $49.99 $1.2 Million - $1.22 Million	24,454 Added 12.26%	223,918 $11.1 Million
Q2 2025 Jul 08, 2025	SELL	$48.5 - $49.35 $577,295 - $587,413	-11,903 Reduced 5.63%	199,464 $9.83 Million
Q1 2025 Apr 10, 2025	BUY	$48.31 - $49.23 $492,617 - $501,998	10,197 Added 5.07%	211,367 $10.4 Million
Q4 2024 Jan 13, 2025	BUY	$48.48 - $49.47 $298,588 - $304,685	6,159 Added 3.16%	201,170 $9.79 Million
Q3 2024 Oct 03, 2024	BUY	$47.95 - $49.61 $1.48 Million - $1.54 Million	30,944 Added 18.86%	195,011 $9.64 Million
Q2 2024 Aug 06, 2024	BUY	$47.58 - $48.41 $7.09 Million - $7.22 Million	149,117 Added 997.44%	164,067 $7.88 Million
Q1 2024 May 03, 2024	BUY	$47.95 - $48.49 $214,432 - $216,847	4,472 Added 42.68%	14,950 $721,000
Q4 2023 Feb 12, 2024	SELL	$46.58 - $48.36 $3.76 Million - $3.91 Million	-80,818 Reduced 88.52%	10,478 $506,000
Q3 2023 Nov 08, 2023	SELL	$47.15 - $47.94 $1.4 Million - $1.42 Million	-29,715 Reduced 24.56%	91,296 $4.31 Million
Q2 2023 Jul 17, 2023	BUY	$47.5 - $48.33 $2.55 Million - $2.6 Million	53,781 Added 80.0%	121,011 $5.77 Million
Q1 2023 Apr 13, 2023	BUY	$47.34 - $48.21 $840,142 - $855,582	17,747 Added 35.86%	67,230 $3.22 Million
Q4 2022 Feb 02, 2023	BUY	$46.64 - $47.85 $753,655 - $773,208	16,159 Added 48.49%	49,483 $2.35 Million
Q3 2022 Oct 14, 2022	BUY	$47.35 - $48.58 $148,868 - $152,735	3,144 Added 10.42%	33,324 $1.58 Million
Q2 2022 Aug 08, 2022	SELL	$47.98 - $48.96 $73,457 - $74,957	-1,531 Reduced 4.83%	30,180 $1.46 Million
Q1 2022 May 10, 2022	SELL	$48.85 - $50.03 $1.06 Million - $1.08 Million	-21,631 Reduced 40.55%	31,711 $1.55 Million
Q4 2021 Feb 02, 2022	SELL	$49.97 - $50.67 $1.17 Million - $1.19 Million	-23,440 Reduced 30.53%	53,342 $2.67 Million
Q3 2021 Oct 28, 2021	SELL	$50.52 - $50.94 $1.02 Million - $1.03 Million	-20,269 Reduced 20.88%	76,782 $3.88 Million
Q2 2021 Jul 29, 2021	BUY	$50.83 - $51.19 $3.59 Million - $3.62 Million	70,639 Added 267.45%	97,051 $4.94 Million
Q1 2021 May 04, 2021	SELL	$51.0 - $51.58 $2.64 Million - $2.67 Million	-51,688 Reduced 66.18%	26,412 $1.35 Million
Q4 2020 Feb 01, 2021	BUY	$51.39 - $51.73 $4.01 Million - $4.04 Million	78,100 New	78,100 $4.02 Million

Others Institutions Holding LMBS

# of Institutions

455

Shares Held

89.8M

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 Morris Retirement Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Morris Retirement Advisors, LLC with notifications on news.

Account

Morris Retirement Advisors, LLC First Tr ETF Fd Iv First Tr Lo Transaction History