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

Secure Asset Management, LLC

$520 Million
Q2 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 194,782 shares of LMBS stock, worth $9.6 Million. This represents 1.85% of its overall portfolio holdings.

Number of Shares

194,782

Previous 203,138 4.11%

Holding current value

$9.6 Million

Previous $9.98 Million 3.91%

% of portfolio

1.85%

Previous 2.09%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	SELL	$48.5 - $49.35 $405,266 - $412,368	-8,356 Reduced 4.11%	194,782 $9.59 Million
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

456

Shares Held

82M

Call Options Held

Put Options Held

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About FIRST TR ETF FD IV FIRST TR LO

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