Mutual Advisors, LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Mutual Advisors, LLC

$4.2 Billion
Q3 2025

A detailed history of Mutual Advisors, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Mutual Advisors, LLC holds 202,635 shares of LMBS stock, worth $10.1 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

202,635

Previous 93,797 116.04%

Holding current value

$10.1 Million

Previous $4.62 Million 118.38%

% of portfolio

0.24%

Previous 0.12%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$49.05 - $49.99 $5.34 Million - $5.44 Million	108,838 Added 116.04%	202,635 $10.1 Million
Q2 2025 Jul 28, 2025	SELL	$48.5 - $49.35 $3.05 Million - $3.11 Million	-62,970 Reduced 40.17%	93,797 $4.62 Million
Q1 2025 Apr 28, 2025	BUY	$48.31 - $49.23 $5.05 Million - $5.15 Million	104,563 Added 200.3%	156,767 $7.71 Million
Q4 2024 Jan 17, 2025	BUY	$48.48 - $49.47 $605,757 - $618,127	12,495 Added 31.47%	52,204 $2.54 Million
Q3 2024 Oct 25, 2024	BUY	$47.95 - $49.61 $1.24 Million - $1.28 Million	25,789 Added 185.27%	39,709 $1.96 Million

Q2 2024 Jul 30, 2024	BUY	$47.58 - $48.41 $48,150 - $48,990	1,012 Added 7.84%	13,920 $668,000
Q1 2024 May 02, 2024	SELL	$47.95 - $48.49 $1.35 Million - $1.36 Million	-28,147 Reduced 68.56%	12,908 $622,000
Q4 2023 Jan 12, 2024	BUY	$46.58 - $48.36 $111,792 - $116,064	2,400 Added 6.21%	41,055 $1.98 Million
Q3 2023 Nov 13, 2023	BUY	$47.15 - $47.94 $85,200 - $86,627	1,807 Added 4.9%	38,655 $1.83 Million
Q2 2023 Jul 31, 2023	BUY	$47.5 - $48.33 $5,320 - $5,412	112 Added 0.3%	36,848 $1.76 Million
Q1 2023 Apr 11, 2023	SELL	$47.34 - $48.21 $8,284 - $8,436	-175 Reduced 0.47%	36,736 $1.76 Million
Q4 2022 Jan 12, 2023	SELL	$46.64 - $47.85 $500,820 - $513,813	-10,738 Reduced 22.54%	36,911 $0
Q3 2022 Nov 03, 2022	SELL	$47.35 - $48.58 $23,864 - $24,484	-504 Reduced 1.05%	47,649 $2.26 Million
Q2 2022 Aug 15, 2022	SELL	$47.98 - $48.96 $321,753 - $328,325	-6,706 Reduced 12.22%	48,153 $2.33 Million
Q1 2022 May 09, 2022	SELL	$48.85 - $50.03 $965,520 - $988,842	-19,765 Reduced 26.49%	54,859 $2.69 Million
Q4 2021 Feb 14, 2022	SELL	$49.97 - $50.67 $1.28 Million - $1.29 Million	-25,524 Reduced 25.49%	74,624 $3.73 Million
Q3 2021 Nov 15, 2021	SELL	$50.52 - $50.94 $540,260 - $544,752	-10,694 Reduced 9.65%	100,148 $5.07 Million
Q2 2021 Aug 12, 2021	SELL	$50.83 - $51.19 $1.39 Million - $1.4 Million	-27,428 Reduced 19.84%	110,842 $5.64 Million
Q1 2021 May 13, 2021	SELL	$51.0 - $51.58 $579,105 - $585,690	-11,355 Reduced 7.59%	138,270 $7.06 Million
Q4 2020 Feb 11, 2021	BUY	$51.39 - $51.73 $696,180 - $700,786	13,547 Added 9.96%	149,625 $7.7 Million
Q3 2020 Nov 13, 2020	BUY	$51.62 - $51.89 $3.21 Million - $3.23 Million	62,245 Added 84.31%	136,078 $7.03 Million
Q2 2020 Aug 05, 2020	BUY	$51.33 - $51.83 $696,753 - $703,540	13,574 Added 22.53%	73,833 $3.82 Million
Q1 2020 May 13, 2020	BUY	$49.9 - $52.72 $186,576 - $197,120	3,739 Added 6.62%	60,259 $3.07 Million
Q4 2019 Feb 11, 2020	BUY	$51.73 - $52.15 $2.09 Million - $2.11 Million	40,465 Added 252.04%	56,520 $2.93 Million
Q3 2019 Nov 01, 2019	BUY	$51.68 - $52.09 $157,520 - $158,770	3,048 Added 23.43%	16,055 $835,000
Q2 2019 Aug 15, 2019	BUY	$51.22 - $51.68 $450,889 - $454,939	8,803 Added 209.4%	13,007 $672,000
Q1 2019 May 15, 2019	BUY	$51.01 - $51.34 $214,446 - $215,833	4,204 New	4,204 $216,000

Others Institutions Holding LMBS

# of Institutions

453

Shares Held

89.9M

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

News

Stay updated on Mutual Advisors, LLC with notifications on news.

Account

Mutual Advisors, LLC First Tr ETF Fd Iv First Tr Lo Transaction History