New Edge Wealth, LLC First Tr ETF Fd Iv First Tr Lo Transaction History

New Edge Wealth, LLC

$5.59 Billion
Q4 2024

A detailed history of New Edge Wealth, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, New Edge Wealth, LLC holds 48,221 shares of LMBS stock, worth $2.36 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

48,221

Previous 52,601 8.33%

Holding current value

$2.36 Million

Previous $2.6 Million 9.73%

% of portfolio

0.04%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$48.48 - $49.47 $212,342 - $216,678	-4,380 Reduced 8.33%	48,221 $2.35 Million
Q3 2024 Nov 12, 2024	SELL	$47.95 - $49.61 $46,511 - $48,121	-970 Reduced 1.81%	52,601 $2.6 Million
Q2 2024 Aug 01, 2024	SELL	$47.58 - $48.41 $43,155 - $43,907	-907 Reduced 1.66%	53,571 $2.57 Million
Q1 2024 May 06, 2024	SELL	$47.95 - $48.49 $54,519 - $55,133	-1,137 Reduced 2.04%	54,478 $2.63 Million
Q4 2023 Jan 29, 2024	SELL	$46.58 - $48.36 $704,149 - $731,058	-15,117 Reduced 21.37%	55,615 $2.69 Million
Q3 2023 Nov 08, 2023	BUY	$47.15 - $47.94 $1.15 Million - $1.16 Million	24,286 Added 52.29%	70,732 $3.34 Million
Q2 2023 Aug 09, 2023	BUY	$47.5 - $48.33 $1.85 Million - $1.89 Million	39,043 Added 527.39%	46,446 $2.21 Million
Q1 2023 May 08, 2023	BUY	$47.34 - $48.21 $350,458 - $356,898	7,403 New	7,403 $354,000

Others Institutions Holding LMBS

# of Institutions

443

Shares Held

78.2M

Call Options Held

Put Options Held

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About FIRST TR ETF FD IV FIRST TR LO

Ticker LMBS
Sector ETFs
Industry ETFs

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New Edge Wealth, LLC First Tr ETF Fd Iv First Tr Lo Transaction History