Weitzel Financial Services, Inc. First Tr ETF Fd Iv First Tr Lo Transaction History

Weitzel Financial Services, Inc.

$248 Million
Q3 2025

A detailed history of Weitzel Financial Services, Inc. transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Weitzel Financial Services, Inc. holds 242,730 shares of LMBS stock, worth $12.1 Million. This represents 4.88% of its overall portfolio holdings.

Number of Shares

242,730

Previous 236,607 2.59%

Holding current value

$12.1 Million

Previous $11.7 Million 3.69%

% of portfolio

4.88%

Previous 5.01%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	BUY	$49.05 - $49.99 $300,333 - $306,088	6,123 Added 2.59%	242,730 $12.1 Million
Q2 2025 Aug 12, 2025	SELL	$48.5 - $49.35 $783,857 - $797,594	-16,162 Reduced 6.39%	236,607 $11.7 Million
Q4 2024 Feb 14, 2025	BUY	$48.48 - $49.47 $162,601 - $165,922	3,354 Added 1.34%	252,769 $12.3 Million
Q3 2024 Oct 31, 2024	SELL	$47.95 - $49.61 $136,178 - $140,892	-2,840 Reduced 1.13%	249,415 $12.3 Million
Q2 2024 Aug 06, 2024	SELL	$47.58 - $48.41 $181,755 - $184,926	-3,820 Reduced 1.49%	252,255 $12.1 Million
Q1 2024 Apr 10, 2024	SELL	$47.95 - $48.49 $380,291 - $384,574	-7,931 Reduced 3.0%	256,075 $12.4 Million
Q4 2023 Feb 14, 2024	SELL	$46.58 - $48.36 $822,137 - $853,554	-17,650 Reduced 6.27%	264,006 $12.8 Million
Q3 2023 Nov 09, 2023	SELL	$47.15 - $47.94 $174,973 - $177,905	-3,711 Reduced 1.3%	281,656 $13.3 Million
Q2 2023 Jul 07, 2023	BUY	$47.5 - $48.33 $325,375 - $331,060	6,850 Added 2.46%	285,367 $13.6 Million
Q1 2023 Apr 05, 2023	BUY	$47.34 - $48.21 $811,691 - $826,608	17,146 Added 6.56%	278,517 $13.3 Million
Q4 2022 Feb 10, 2023	SELL	$46.64 - $47.85 $2.85 Million - $2.92 Million	-61,046 Reduced 18.93%	261,371 $12.4 Million
Q3 2022 Oct 21, 2022	BUY	$47.35 - $48.58 $279,412 - $286,670	5,901 Added 1.86%	322,417 $0
Q2 2022 Jul 11, 2022	BUY	$47.98 - $48.96 $4.43 Million - $4.52 Million	92,418 Added 41.24%	316,516 $15.3 Million
Q1 2022 Apr 07, 2022	SELL	$48.85 - $50.03 $415,273 - $425,305	-8,501 Reduced 3.65%	224,098 $11 Million
Q4 2021 Jan 13, 2022	BUY	$49.97 - $50.67 $168,798 - $171,163	3,378 Added 1.47%	232,599 $11.6 Billion
Q3 2021 Oct 07, 2021	SELL	$50.52 - $50.94 $560 Million - $565 Million	-11,086,746 Reduced 97.97%	229,221 $11.6 Billion
Q2 2021 Jul 27, 2021	BUY	$50.83 - $51.19 $564 Million - $568 Million	11,101,482 Added 5175.88%	11,315,967 $223 Million
Q1 2021 May 14, 2021	BUY	$51.0 - $51.58 $279,327 - $282,503	5,477 Added 2.62%	214,485 $11 Million
Q4 2020 Feb 22, 2021	BUY	$51.39 - $51.73 $10.7 Million - $10.8 Million	209,008 New	209,008 $10.8 Million

Others Institutions Holding LMBS

# of Institutions

455

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
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Weitzel Financial Services, Inc. First Tr ETF Fd Iv First Tr Lo Transaction History