Srs Capital Advisors, Inc. First Tr ETF Fd Iv First Tr Lo Transaction History

Srs Capital Advisors, Inc.

$1.48 Billion
Q1 2025

A detailed history of Srs Capital Advisors, Inc. transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 94,701 shares of LMBS stock, worth $4.66 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

94,701

Previous 124,542 23.96%

Holding current value

$4.66 Million

Previous $6.06 Million 23.2%

% of portfolio

0.31%

Previous 0.41%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$48.31 - $49.23 $1.44 Million - $1.47 Million	-29,841 Reduced 23.96%	94,701 $4.66 Million
Q4 2024 Feb 05, 2025	BUY	$48.48 - $49.47 $5.29 Million - $5.4 Million	109,186 Added 711.03%	124,542 $6.06 Million
Q3 2024 Nov 06, 2024	SELL	$47.95 - $49.61 $566,049 - $585,646	-11,805 Reduced 43.46%	15,356 $758,000
Q2 2024 Aug 06, 2024	SELL	$47.58 - $48.41 $425,412 - $432,833	-8,941 Reduced 24.77%	27,161 $1.31 Million
Q1 2024 May 14, 2024	SELL	$47.95 - $48.49 $40,709 - $41,168	-849 Reduced 2.3%	36,102 $1.74 Million
Q4 2023 Feb 06, 2024	SELL	$46.58 - $48.36 $22.1 Million - $22.9 Million	-474,167 Reduced 92.77%	36,951 $1.79 Million
Q3 2023 Nov 14, 2023	BUY	$47.15 - $47.94 $1.3 Million - $1.32 Million	27,527 Added 5.69%	511,118 $24.1 Million
Q2 2023 Aug 14, 2023	BUY	$47.5 - $48.33 $360,620 - $366,921	7,592 Added 1.59%	483,591 $23.1 Million
Q1 2023 May 16, 2023	BUY	$47.34 - $48.21 $485,850 - $494,779	10,263 Added 2.2%	475,999 $22.8 Million
Q4 2022 Feb 24, 2023	BUY	$46.64 - $47.85 $767,601 - $787,515	16,458 Added 3.66%	465,736 $22.1 Million
Q3 2022 Nov 03, 2022	BUY	$47.35 - $48.58 $20.4 Million - $20.9 Million	430,169 Added 2251.13%	449,278 $21.3 Million
Q2 2022 Aug 22, 2022	SELL	$47.98 - $48.96 $338,594 - $345,510	-7,057 Reduced 26.97%	19,109 $923,000
Q1 2022 May 12, 2022	SELL	$48.85 - $50.03 $22.6 Million - $23.1 Million	-462,431 Reduced 94.64%	26,166 $1.28 Million
Q4 2021 Feb 08, 2022	BUY	$49.97 - $50.67 $24.4 Million - $24.7 Million	488,327 Added 180861.84%	488,597 $24.4 Million
Q3 2019 Nov 01, 2019	SELL	$51.68 - $52.09 $1,550 - $1,562	-30 Reduced 10.0%	270 $14,000
Q4 2018 Feb 06, 2019	SELL	$50.81 - $51.07 $9,145 - $9,192	-180 Reduced 37.5%	300 $15,000
Q3 2018 Nov 06, 2018	BUY	$50.94 - $51.29 $24,451 - $24,619	480 New	480 $24,000

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Srs Capital Advisors, Inc. First Tr ETF Fd Iv First Tr Lo Transaction History