Valmark Advisers, Inc. First Tr ETF Fd Iv First Tr Lo Transaction History

Valmark Advisers, Inc.

$6.54 Billion
Q1 2025

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 07, 2019	SELL	$51.22 - $51.68 $791,963 - $799,076	-15,462 Closed	0 $0
Q1 2019 May 10, 2019	SELL	$51.01 - $51.34 $438,686 - $441,524	-8,600 Reduced 35.74%	15,462 $793,000
Q4 2018 Feb 07, 2019	BUY	$50.81 - $51.07 $164,116 - $164,956	3,230 Added 15.5%	24,062 $1.23 Million
Q3 2018 Nov 02, 2018	BUY	$50.94 - $51.29 $61,790 - $62,214	1,213 Added 6.18%	20,832 $1.06 Million
Q2 2018 Aug 07, 2018	BUY	$51.03 - $51.43 $120,941 - $121,889	2,370 Added 13.74%	19,619 $1 Million
Q1 2018 May 07, 2018	BUY	$51.29 - $51.74 $227,009 - $229,001	4,426 Added 34.52%	17,249 $886,000
Q4 2017 Feb 09, 2018	BUY	$51.63 - $52.04 $662,051 - $667,308	12,823	12,823 $662,000

Others Institutions Holding LMBS

# of Institutions

444

Shares Held

78.5M

Call Options Held

4K

Put Options Held

0

About FIRST TR ETF FD IV FIRST TR LO

Ticker LMBS
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