Regal Investment Advisors LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Regal Investment Advisors LLC

$1.49 Billion
Q2 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	SELL	$46.58 - $48.36 $50,818 - $52,760	-1,091 Reduced 1.94%	55,275 $2.67 Million
Q3 2023 Nov 13, 2023	BUY	$47.15 - $47.94 $86,143 - $87,586	1,827 Added 3.35%	56,366 $2.66 Million
Q2 2023 Aug 11, 2023	BUY	$47.5 - $48.33 $81,937 - $83,369	1,725 Added 3.27%	54,539 $2.6 Million
Q1 2023 May 11, 2023	BUY	$47.34 - $48.21 $52,026 - $52,982	1,099 Added 2.13%	52,814 $2.53 Million
Q4 2022 Mar 01, 2023	SELL	$46.64 - $47.85 $66,741 - $68,473	-1,431 Reduced 2.69%	51,715 $2.45 Million
Q3 2022 Nov 15, 2022	SELL	$47.35 - $48.58 $45,929 - $47,122	-970 Reduced 1.79%	53,146 $2.52 Million
Q2 2022 Aug 09, 2022	BUY	$47.98 - $48.96 $161,452 - $164,750	3,365 Added 6.63%	54,116 $2.61 Million
Q1 2022 May 09, 2022	BUY	$48.85 - $50.03 $59,841 - $61,286	1,225 Added 2.47%	50,751 $2.48 Million
Q4 2021 Feb 10, 2022	BUY	$49.97 - $50.67 $105,036 - $106,508	2,102 Added 4.43%	49,526 $2.48 Million
Q3 2021 Nov 05, 2021	SELL	$50.52 - $50.94 $43,497 - $43,859	-861 Reduced 1.78%	47,424 $2.4 Million
Q2 2021 Aug 09, 2021	BUY	$50.83 - $51.19 $2.45 Million - $2.47 Million	48,285 New	48,285 $2.46 Million
Q1 2021 May 12, 2021	SELL	$51.0 - $51.58 $2.9 Million - $2.93 Million	-56,884 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$51.39 - $51.73 $2.92 Million - $2.94 Million	56,884 New	56,884 $2.93 Million
Q3 2020 Nov 13, 2020	SELL	$51.62 - $51.89 $1.37 Million - $1.38 Million	-26,602 Closed	0 $0
Q2 2020 Aug 03, 2020	BUY	$51.33 - $51.83 $1.37 Million - $1.38 Million	26,602 New	26,602 $1.38 Million
Q3 2018 Nov 05, 2018	SELL	$50.94 - $51.29 $206,459 - $207,878	-4,053 Closed	0 $0
Q2 2018 Aug 10, 2018	BUY	$51.03 - $51.43 $206,824 - $208,445	4,053 New	4,053 $207,000

Others Institutions Holding LMBS

# of Institutions

417

Shares Held

66.4M

Call Options Held

200

Put Options Held

2.6K

About FIRST TR ETF FD IV FIRST TR LO

Ticker LMBS
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