River Tree Advisors, LLC First Tr ETF Fd Iv First Tr Lo Transaction History

River Tree Advisors, LLC

$119 Million
Q2 2025

A detailed history of River Tree Advisors, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, River Tree Advisors, LLC holds 103,255 shares of LMBS stock, worth $5.17 Million. This represents 4.26% of its overall portfolio holdings.

Number of Shares

103,255

Previous 178,920 42.29%

Holding current value

$5.17 Million

Previous $8.8 Million 42.17%

% of portfolio

4.26%

Previous 6.64%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	SELL	$48.5 - $49.35 $3.67 Million - $3.73 Million	-75,665 Reduced 42.29%	103,255 $5.09 Million
Q1 2025 Apr 17, 2025	SELL	$48.31 - $49.23 $2.29 Million - $2.34 Million	-47,496 Reduced 20.98%	178,920 $8.8 Million
Q4 2024 Jan 16, 2025	SELL	$48.48 - $49.47 $194,841 - $198,819	-4,019 Reduced 1.74%	226,416 $11 Million
Q3 2024 Oct 22, 2024	BUY	$47.95 - $49.61 $8,439 - $8,731	176 Added 0.08%	230,435 $11.4 Million
Q2 2024 Jul 22, 2024	SELL	$47.58 - $48.41 $126,800 - $129,012	-2,665 Reduced 1.14%	230,259 $11.1 Million
Q1 2024 Apr 15, 2024	SELL	$47.95 - $48.49 $119,779 - $121,128	-2,498 Reduced 1.06%	232,924 $11.2 Million
Q4 2023 Jan 24, 2024	BUY	$46.58 - $48.36 $2.28 Million - $2.36 Million	48,847 Added 26.18%	235,422 $11.4 Million
Q3 2023 Oct 13, 2023	SELL	$47.15 - $47.94 $166,769 - $169,563	-3,537 Reduced 1.86%	186,575 $8.81 Million
Q2 2023 Aug 08, 2023	SELL	$47.5 - $48.33 $567,245 - $577,156	-11,942 Reduced 5.91%	190,112 $9.06 Million
Q1 2023 May 15, 2023	BUY	$47.34 - $48.21 $418,580 - $426,272	8,842 Added 4.58%	202,054 $9.67 Million
Q4 2022 Feb 02, 2023	SELL	$46.64 - $47.85 $3.95 Million - $4.05 Million	-84,729 Reduced 30.48%	193,212 $9.16 Million
Q3 2022 Oct 13, 2022	BUY	$47.35 - $48.58 $13.2 Million - $13.5 Million	277,941 New	277,941 $13.2 Million

Others Institutions Holding LMBS

# of Institutions

464

Shares Held

85.8M

Call Options Held

6.7K

Put Options Held

View Full List

About FIRST TR ETF FD IV FIRST TR LO

Ticker LMBS
Sector ETFs
Industry ETFs

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River Tree Advisors, LLC First Tr ETF Fd Iv First Tr Lo Transaction History