Vision Point Advisory Group, LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Vision Point Advisory Group, LLC

$432 Million
Q2 2025

A detailed history of Vision Point Advisory Group, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 24,758 shares of LMBS stock, worth $1.22 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

24,758

Holding current value

$1.22 Million

% of portfolio

0.28%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 09, 2025	BUY	$48.5 - $49.35 $1.2 Million - $1.22 Million	24,758 New	24,758 $1.22 Million
Q2 2020 Aug 14, 2020	SELL	$51.33 - $51.83 $710,099 - $717,016	-13,834 Closed	0 $0
Q1 2020 May 15, 2020	BUY	$49.9 - $52.72 $38,922 - $41,121	780 Added 5.98%	13,834 $706,000
Q4 2019 Jan 30, 2020	SELL	$51.73 - $52.15 $302,413 - $304,868	-5,846 Reduced 30.93%	13,054 $676,000
Q3 2019 Nov 14, 2019	BUY	$51.68 - $52.09 $314,627 - $317,123	6,088 Added 47.52%	18,900 $986,000
Q2 2019 Aug 14, 2019	BUY	$51.22 - $51.68 $117,191 - $118,243	2,288 Added 21.74%	12,812 $662,000
Q1 2019 May 10, 2019	BUY	$51.01 - $51.34 $185,574 - $186,774	3,638 Added 52.83%	10,524 $540,000
Q4 2018 Feb 14, 2019	BUY	$50.81 - $51.07 $349,877 - $351,668	6,886 New	6,886 $352,000

Others Institutions Holding LMBS

# of Institutions

456

Shares Held

82M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF FD IV FIRST TR LO

Ticker LMBS
Sector ETFs
Industry ETFs

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Vision Point Advisory Group, LLC First Tr ETF Fd Iv First Tr Lo Transaction History