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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-1.1K- 4.13% |
$53.9K - $54.9K
|
25.5K
$1.28M
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
6.91K+ 67.79% |
$339K - $346K
|
17.1K
$857K
|
|
|
Oct 31, 2025
Q3 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
SELL
|
- |
-2.5K- 18.62% |
$123K - $125K
|
10.9K
$547K
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
8.58K+ 94.74% |
$421K - $429K
|
17.6K
$882K
|
|
|
Oct 31, 2025
Q3 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
384+ 4.63% |
$18.8K - $19.2K
|
8.67K
$434K
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2+ 0.01% |
$98.1 - $100
|
24.7K
$1.24M
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.99K+ 2.98% |
$97.4K - $99.3K
|
68.6K
$3.44M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
273New |
$13.4K - $13.6K
|
273
$13.7K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
34.3K+ 498.4% |
$1.68M - $1.72M
|
41.2K
$2.06M
|
|
|
Oct 30, 2025
Q3 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
431+ 0.54% |
$21.1K - $21.5K
|
81K
$4.05M
|
|
|
Oct 30, 2025
Q3 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
495+ 1.51% |
$24.3K - $24.7K
|
33.4K
$1.67M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-319- 0.21% |
$15.6K - $15.9K
|
151K
$7.55M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-12.4K- 51.04% |
$609K - $621K
|
11.9K
$597K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
9.8K+ 21.04% |
$481K - $490K
|
56.4K
$2.82M
|
|
|
Oct 29, 2025
Q3 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
12.6KNew |
$617K - $629K
|
12.6K
$630K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.47K- 10.51% |
$170K - $173K
|
29.5K
$1.48M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.33K+ 23.78% |
$163K - $166K
|
17.3K
$867K
|
|
|
Oct 29, 2025
Q3 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-2.88K- 32.83% |
$141K - $144K
|
5.89K
$295K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.5K- 5.16% |
$73.6K - $75K
|
27.6K
$1.38M
|
|
|
Oct 28, 2025
Q3 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
141KNew |
$6.91M - $7.04M
|
141K
$7.05M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
31.6K+ 4.29% |
$1.55M - $1.58M
|
768K
$38.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
12.4K+ 48.11% |
$608K - $620K
|
38.2K
$1.91M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.23K+ 4.43% |
$60.4K - $61.5K
|
29K
$1.45M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-7.25K- 99.32% |
$356K - $362K
|
50
$2.5K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
32.9K+ 10.68% |
$1.61M - $1.64M
|
340K
$17M
|
|
|
Oct 27, 2025
Q3 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-3.88K- 13.69% |
$191K - $194K
|
24.5K
$1.23M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.88K- 2.65% |
$288K - $294K
|
216K
$10.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.1K- 40.09% |
$54K - $55K
|
1.65K
$82.3K
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-3.77K- 1.1% |
$185K - $188K
|
337K
$16.9M
|
|
|
Oct 27, 2025
Q3 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
141+ 1.14% |
$6.92K - $7.05K
|
12.5K
$627K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
578New |
$28.4K - $28.9K
|
578
$28.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
49.4K+ 6.36% |
$2.42M - $2.47M
|
825K
$41.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
1.02K+ 6.04% |
$49.8K - $50.8K
|
17.8K
$892K
|
|
|
Oct 27, 2025
Q3 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
80+ 0.07% |
$3.92K - $4K
|
115K
$5.78M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
SELL
|
- |
-508- 5.13% |
$24.9K - $25.4K
|
9.39K
$470K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
4.56K+ 1.32% |
$224K - $228K
|
349K
$17.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
2.14K+ 11.91% |
$105K - $107K
|
20.1K
$1.01M
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
6.75K+ 2.26% |
$331K - $338K
|
306K
$15.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
80+ 2.48% |
$3.92K - $4K
|
3.3K
$165K
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
37K+ 8.16% |
$1.81M - $1.85M
|
490K
$24.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-14- 0.09% |
$687 - $700
|
16.1K
$806K
|
|
|
Oct 24, 2025
Q3 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
2.01K+ 1.52% |
$98.8K - $101K
|
134K
$6.73M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-101- 45.29% |
$4.95K - $5.05K
|
122
$6.11K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-15K- 2.99% |
$738K - $752K
|
488K
$24.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.94K- 33.42% |
$144K - $147K
|
5.86K
$293K
|
|
|
Oct 24, 2025
Q3 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-7.47K- 28.9% |
$366K - $373K
|
18.4K
$919K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
2.87KNew |
$141K - $144K
|
2.87K
$144K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-429- 9.32% |
$21K - $21.4K
|
4.17K
$209K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
570New |
$28K - $28.5K
|
570
$28.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
170+ 0.4% |
$8.34K - $8.5K
|
42.4K
$2.12M
|