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

River Tree Advisors, LLC

$140 Million
Q1 2024

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 232,924 shares of LMBS stock, worth $11.2 Million. This represents 8.04% of its overall portfolio holdings.

Number of Shares

232,924

Previous 235,422 1.06%

Holding current value

$11.2 Million

Previous $11.4 Million 1.2%

% of portfolio

8.04%

Previous 8.24%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$46.77 - $47.85 $3.96 Million - $4.05 Million	-84,729 Reduced 30.48%	193,212 $9.16 Million
Q3 2022 Oct 13, 2022	BUY	$47.69 - $48.58 $13.3 Million - $13.5 Million	277,941 New	277,941 $13.2 Million

Others Institutions Holding LMBS

# of Institutions

395

Shares Held

65.9M

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

More about LMBS

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