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

National Wealth Management Group, LLC

$148 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 01, 2024	SELL	$46.58 - $48.36 $24,407 - $25,340	-524 Reduced 1.78%	28,993 $1.4 Billion
Q3 2023 Nov 13, 2023	SELL	$47.15 - $47.94 $26,781 - $27,229	-568 Reduced 1.89%	29,517 $1.39 Billion
Q2 2023 Aug 09, 2023	BUY	$47.5 - $48.33 $114,285 - $116,281	2,406 Added 8.69%	30,085 $1.44 Billion
Q1 2023 May 15, 2023	BUY	$47.34 - $48.21 $1.31 Million - $1.33 Million	27,679 New	27,679 $1.33 Billion
Q4 2022 Nov 17, 2023	BUY	$46.64 - $47.85 $988,534 - $1.01 Million	21,195 Added 328.76%	27,642 $1.31 Billion
Q3 2022 Nov 17, 2023	SELL	$47.35 - $48.58 $1.09 Million - $1.12 Million	-23,070 Reduced 78.16%	6,447 $305 Million
Q2 2022 Nov 17, 2023	SELL	$47.98 - $48.96 $148,642 - $151,678	-3,098 Reduced 30.54%	7,045 $340 Million
Q1 2022 Nov 17, 2023	BUY	$48.85 - $50.03 $30,335 - $31,068	621 Added 6.52%	10,143 $497 Million
Q4 2021 Nov 17, 2023	SELL	$49.97 - $50.67 $999,150 - $1.01 Million	-19,995 Reduced 67.74%	9,522 $476 Million

Others Institutions Holding LMBS

# of Institutions

419

Shares Held

70.9M

Call Options Held

0

Put Options Held

0

About FIRST TR ETF FD IV FIRST TR LO

Ticker LMBS
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