Summit Financial, LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Summit Financial, LLC

$6 Billion
Q3 2025

A detailed history of Summit Financial, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Summit Financial, LLC holds 122,387 shares of LMBS stock, worth $6.11 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

122,387

Previous 121,814 0.47%

Holding current value

$6.11 Million

Previous $6 Million 1.55%

% of portfolio

0.1%

Previous 0.14%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$49.05 - $49.99 $28,105 - $28,644	573 Added 0.47%	122,387 $6.09 Million
Q2 2025 Aug 13, 2025	SELL	$48.5 - $49.35 $2.39 Million - $2.43 Million	-49,276 Reduced 28.8%	121,814 $6 Million
Q1 2025 May 14, 2025	BUY	$48.31 - $49.23 $6.95 Million - $7.08 Million	143,845 Added 527.97%	171,090 $8.41 Million
Q4 2024 Feb 12, 2025	BUY	$48.48 - $49.47 $239,975 - $244,876	4,950 Added 22.2%	27,245 $1.33 Million
Q3 2024 Nov 12, 2024	BUY	$47.95 - $49.61 $1.07 Million - $1.11 Million	22,295 New	22,295 $1.1 Million

Others Institutions Holding LMBS

# of Institutions

454

Shares Held

89.8M

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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Summit Financial, LLC First Tr ETF Fd Iv First Tr Lo Transaction History