Latest Institutional Transactions on First Tr ETF Fd Iv First Tr Lo (LMBS)
This table provides information on the latest institutional transactions involving First Tr ETF Fd Iv First Tr Lo (LMBS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1.36KNew |
$66.2K - $67.3K
|
1.36K
$67.6K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-3.5K- 16.53% |
$170K - $173K
|
17.7K
$875K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
178K+ 139.44% |
$8.63M - $8.78M
|
306K
$15.1M
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
638New |
$30.9K - $31.5K
|
638
$31.6K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
554K+ 4.3% |
$26.9M - $27.3M
|
13.4M
$666M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
18.8K+ 52.66% |
$912K - $928K
|
54.5K
$2.7M
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
6.8K+ 11.36% |
$330K - $336K
|
66.7K
$3.3M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-17.7K- 13.46% |
$860K - $875K
|
114K
$5.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-902- 7.84% |
$43.7K - $44.5K
|
10.6K
$525K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
576+ 1.21% |
$27.9K - $28.4K
|
48.1K
$2.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.64K+ 6.27% |
$79.7K - $81.1K
|
27.8K
$1.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.2KNew |
$785K - $799K
|
16.2K
$802K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-83.4K- 13.18% |
$4.05M - $4.12M
|
550K
$27.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
55KNew |
$2.67M - $2.71M
|
55K
$2.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
249K+ 18.01% |
$12.1M - $12.3M
|
1.63M
$80.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-3.14K- 6.68% |
$152K - $155K
|
43.8K
$2.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
8.87K+ 30.68% |
$430K - $438K
|
37.8K
$1.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.56K+ 2.5% |
$318K - $324K
|
269K
$13.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14.1K+ 4.55% |
$686K - $698K
|
325K
$16.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-14.4K- 3.1% |
$697K - $709K
|
448K
$22.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
5.02KNew |
$243K - $248K
|
5.02K
$249K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
95.7K+ 1.88% |
$4.64M - $4.72M
|
5.18M
$257M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.93K+ 1.43% |
$142K - $144K
|
207K
$10.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
174K+ 92.47% |
$8.41M - $8.56M
|
361K
$17.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
11.8KNew |
$573K - $583K
|
11.8K
$585K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
835K+ 20.21% |
$40.5M - $41.2M
|
4.96M
$246M
|
|
|
Aug 14, 2025
Q2 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-210- 2.49% |
$10.2K - $10.4K
|
8.22K
$407K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
20.5K+ 7.08% |
$994K - $1.01M
|
310K
$15.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
1.4K+ 2.11% |
$67.9K - $69.1K
|
67.6K
$3.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-3.66K- 38.66% |
$178K - $181K
|
5.81K
$288K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.66KNew |
$274K - $279K
|
5.66K
$280K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
681+ 11.36% |
$33K - $33.6K
|
6.67K
$331K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.52K+ 1.47% |
$73.7K - $75K
|
105K
$5.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
541+ 4.32% |
$26.2K - $26.7K
|
13.1K
$648K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
185K+ 5.43% |
$8.98M - $9.14M
|
3.6M
$178M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
239+ 1.46% |
$11.6K - $11.8K
|
16.6K
$824K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
5.76KNew |
$279K - $284K
|
5.76K
$285K
|
|
|
Aug 14, 2025
Q2 2025
|
Helium Advisors LLC
Everett, WA |
SELL
|
- |
-177- 0.81% |
$8.58K - $8.73K
|
21.7K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-703- 0.3% |
$34.1K - $34.7K
|
235K
$11.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-30.5K- 28.31% |
$1.48M - $1.51M
|
77.3K
$3.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.62K+ 8.16% |
$369K - $376K
|
101K
$5M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.66K+ 9.88% |
$372K - $378K
|
85.2K
$4.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-60- 0.93% |
$2.91K - $2.96K
|
6.41K
$318K
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
18.5K+ 43.95% |
$897K - $913K
|
60.6K
$3M
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
224+ 1.6% |
$10.9K - $11.1K
|
14.2K
$703K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
321+ 113.43% |
$15.6K - $15.8K
|
604
$29.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-16.8K- 62.41% |
$812K - $827K
|
10.1K
$500K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
16.6K+ 18.53% |
$807K - $821K
|
106K
$5.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-64.6K- 2.47% |
$3.13M - $3.19M
|
2.55M
$126M
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
363+ 3.65% |
$17.6K - $17.9K
|
10.3K
$511K
|