Secure Asset Management, LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Secure Asset Management, LLC

$477 Million
Q1 2025

A detailed history of Secure Asset Management, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Secure Asset Management, LLC holds 203,138 shares of LMBS stock, worth $9.93 Million. This represents 2.09% of its overall portfolio holdings.

Number of Shares

203,138

Previous 120,064 69.19%

Holding current value

$9.93 Million

Previous $5.84 Million 70.87%

% of portfolio

2.09%

Previous 0.93%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 10, 2025	BUY	$48.31 - $49.23 $4.01 Million - $4.09 Million	83,074 Added 69.19%	203,138 $9.98 Million
Q4 2024 Jan 17, 2025	BUY	$48.48 - $49.47 $1.01 Million - $1.03 Million	20,899 Added 21.07%	120,064 $5.84 Million
Q3 2024 Oct 16, 2024	BUY	$47.95 - $49.61 $4.75 Million - $4.92 Million	99,165 New	99,165 $4.9 Million
Q3 2020 Oct 20, 2020	SELL	$51.62 - $51.89 $231,205 - $232,415	-4,479 Closed	0 $0
Q2 2020 Jul 14, 2020	BUY	$51.33 - $51.83 $821 - $829	16 Added 0.36%	4,479 $231,000
Q1 2020 Apr 15, 2020	SELL	$49.9 - $52.72 $144,211 - $152,360	-2,890 Reduced 39.3%	4,463 $228,000
Q4 2019 Feb 06, 2020	BUY	$51.73 - $52.15 $380,370 - $383,458	7,353 New	7,353 $381,000

Others Institutions Holding LMBS

# of Institutions

452

Shares Held

82.1M

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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Secure Asset Management, LLC First Tr ETF Fd Iv First Tr Lo Transaction History