Stifel Financial Corp First Tr ETF Fd Iv First Tr Lo Transaction History

Stifel Financial Corp

$99.8 Billion
Q2 2025

A detailed history of Stifel Financial Corp transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Stifel Financial Corp holds 549,755 shares of LMBS stock, worth $27.5 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

549,755

Previous 633,192 13.18%

Holding current value

$27.5 Million

Previous $31.1 Million 13.0%

% of portfolio

0.03%

Previous 0.03%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$48.5 - $49.35 $4.05 Million - $4.12 Million	-83,437 Reduced 13.18%	549,755 $27.1 Million
Q1 2025 May 13, 2025	BUY	$48.31 - $49.23 $1.57 Million - $1.6 Million	32,429 Added 5.4%	633,192 $31.1 Million
Q4 2024 Feb 13, 2025	SELL	$48.48 - $49.47 $192,271 - $196,198	-3,966 Reduced 0.66%	600,763 $29.2 Million
Q3 2024 Nov 14, 2024	SELL	$47.95 - $49.61 $12.6 Million - $13 Million	-262,455 Reduced 30.27%	604,729 $29.9 Million
Q2 2024 Aug 13, 2024	SELL	$47.58 - $48.41 $5.25 Million - $5.34 Million	-110,312 Reduced 11.29%	867,184 $41.7 Million
Q1 2024 May 13, 2024	SELL	$47.95 - $48.49 $1.09 Million - $1.1 Million	-22,690 Reduced 2.27%	977,496 $47.2 Million
Q4 2023 Feb 12, 2024	SELL	$46.58 - $48.36 $7.08 Million - $7.35 Million	-152,029 Reduced 13.19%	1,000,186 $48.3 Million
Q3 2023 Nov 13, 2023	BUY	$47.15 - $47.94 $1.77 Million - $1.8 Million	37,604 Added 3.37%	1,152,215 $54.4 Million
Q2 2023 Aug 14, 2023	SELL	$47.5 - $48.33 $862,885 - $877,962	-18,166 Reduced 1.6%	1,114,611 $53.1 Million
Q1 2023 May 12, 2023	BUY	$47.34 - $48.21 $558,990 - $569,263	11,808 Added 1.05%	1,132,777 $54.2 Million
Q4 2022 Feb 13, 2023	SELL	$46.64 - $47.85 $5.42 Million - $5.56 Million	-116,293 Reduced 9.4%	1,120,969 $53.1 Million
Q3 2022 Nov 14, 2022	BUY	$47.35 - $48.58 $7.17 Million - $7.36 Million	151,416 Added 13.94%	1,237,262 $58.6 Million
Q2 2022 Aug 15, 2022	SELL	$47.98 - $48.96 $3.95 Million - $4.04 Million	-82,427 Reduced 7.06%	1,085,846 $52.4 Million
Q1 2022 May 13, 2022	BUY	$48.85 - $50.03 $9.35 Million - $9.58 Million	191,503 Added 19.61%	1,168,273 $57.2 Million
Q4 2021 Feb 14, 2022	BUY	$49.97 - $50.67 $322,456 - $326,973	6,453 Added 0.67%	976,770 $48.8 Million
Q3 2021 Nov 15, 2021	BUY	$50.52 - $50.94 $5.52 Million - $5.56 Million	109,225 Added 12.68%	970,317 $49.1 Million
Q2 2021 Aug 13, 2021	SELL	$50.83 - $51.19 $129,108 - $130,022	-2,540 Reduced 0.29%	861,092 $43.8 Million
Q1 2021 May 14, 2021	BUY	$51.0 - $51.58 $6.89 Million - $6.97 Million	135,074 Added 18.54%	863,632 $44.1 Million
Q4 2020 Feb 12, 2021	SELL	$51.39 - $51.73 $809,855 - $815,213	-15,759 Reduced 2.12%	728,558 $37.5 Million
Q3 2020 Nov 16, 2020	BUY	$51.62 - $51.89 $3.14 Million - $3.15 Million	60,777 Added 8.89%	744,317 $38.5 Million
Q2 2020 Aug 14, 2020	BUY	$51.33 - $51.83 $3.41 Million - $3.44 Million	66,426 Added 10.76%	683,540 $35.3 Million
Q1 2020 May 14, 2020	BUY	$49.9 - $52.72 $6.23 Million - $6.58 Million	124,827 Added 25.36%	617,114 $31.5 Million
Q4 2019 Feb 13, 2020	BUY	$51.73 - $52.15 $992,646 - $1 Million	19,189 Added 4.06%	492,287 $25.5 Million
Q3 2019 Nov 19, 2019	SELL	$51.68 - $52.09 $33,695 - $33,962	-652 Reduced 0.14%	473,098 $24.6 Million
Q3 2019 Nov 13, 2019	BUY	$51.68 - $52.09 $885,330 - $892,353	17,131 Added 3.75%	473,750 $24.7 Million
Q2 2019 Aug 14, 2019	BUY	$51.22 - $51.68 $4.81 Million - $4.86 Million	93,956 Added 25.91%	456,619 $23.6 Million
Q1 2019 May 14, 2019	BUY	$51.01 - $51.34 $1.01 Million - $1.02 Million	19,806 Added 5.78%	362,663 $18.6 Million
Q4 2018 Feb 13, 2019	BUY	$50.81 - $51.07 $1.92 Million - $1.93 Million	37,868 Added 12.42%	342,857 $17.5 Million
Q3 2018 Nov 13, 2018	BUY	$50.94 - $51.29 $6.74 Million - $6.79 Million	132,293 Added 76.6%	304,989 $15.5 Million
Q2 2018 Aug 14, 2018	BUY	$51.03 - $51.43 $439,980 - $443,429	8,622 Added 5.25%	172,696 $8.84 Million
Q1 2018 May 11, 2018	BUY	$51.29 - $51.74 $1.98 Million - $2 Million	38,602 Added 30.77%	164,074 $8.44 Million
Q4 2017 Feb 14, 2018	BUY	$51.63 - $52.04 $1.06 Million - $1.07 Million	20,500 Added 19.53%	125,472 $6.48 Million
Q3 2017 Nov 13, 2017	BUY	$51.97 - $51.99 $5.46 Million - $5.46 Million	104,972	104,972 $0

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

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Stifel Financial Corp First Tr ETF Fd Iv First Tr Lo Transaction History