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 |
|---|---|---|---|---|---|---|---|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
103New |
$4.99K - $5.1K
|
103
$5.03K
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
22.7KNew |
$1.1M - $1.12M
|
22.7K
$1.11M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-6.39K- 58.94% |
$310K - $316K
|
4.45K
$217K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-556- 47.97% |
$27K - $27.5K
|
603
$29.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
13.9K+ 3.15% |
$674K - $688K
|
455K
$22.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
65K+ 156.59% |
$3.15M - $3.22M
|
107K
$5.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-8.15K- 26.19% |
$395K - $403K
|
23K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.9K+ 5.42% |
$672K - $686K
|
270K
$13.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
89.1K+ 2.19% |
$4.32M - $4.41M
|
4.15M
$203M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
123K+ 31.64% |
$5.97M - $6.09M
|
512K
$25M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
24.3K+ 2.83% |
$1.18M - $1.2M
|
882K
$43.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.5K+ 6.05% |
$121K - $124K
|
43.8K
$2.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
5.09KNew |
$247K - $252K
|
5.09K
$248K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
3.82K+ 14.85% |
$185K - $189K
|
29.5K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
68.2KNew |
$3.31M - $3.37M
|
68.2K
$3.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-29- 0.26% |
$1.41K - $1.43K
|
11.2K
$549K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
79.9K+ 364.63% |
$3.87M - $3.95M
|
102K
$4.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.99K- 0.66% |
$145K - $148K
|
451K
$22M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
29.4K+ 220.93% |
$1.42M - $1.45M
|
42.7K
$2.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.93K- 20.44% |
$142K - $145K
|
11.4K
$557K
|
|
|
Feb 14, 2025
Q4 2024
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
303KNew |
$14.7M - $15M
|
303K
$14.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-244- 17.47% |
$11.8K - $12.1K
|
1.15K
$56.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
11.2K+ 54.3% |
$541K - $552K
|
31.7K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-112K- 8.26% |
$5.45M - $5.56M
|
1.25M
$61M
|
|
|
Feb 14, 2025
Q4 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
3.35K+ 1.34% |
$163K - $166K
|
253K
$12.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2K+ 2.13% |
$97K - $99K
|
95.9K
$4.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-156- 1.75% |
$7.56K - $7.72K
|
8.75K
$427K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
510+ 3.03% |
$24.7K - $25.2K
|
17.4K
$847K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
28.4KNew |
$1.38M - $1.41M
|
28.4K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
81+ 0.69% |
$3.93K - $4.01K
|
11.8K
$577K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
5.94KNew |
$288K - $294K
|
5.94K
$290K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
107KNew |
$5.17M - $5.27M
|
107K
$5.2M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
104KNew |
$5.06M - $5.16M
|
104K
$5.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-5- 8.06% |
$242 - $247
|
57
$2.78K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
10.5K+ 29.25% |
$507K - $518K
|
46.2K
$2.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
4.17KNew |
$202K - $206K
|
4.17K
$204K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
4KNew |
$194K - $198K
|
4K
$195K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.1KNew |
$540K - $551K
|
11.1K
$544K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.29KNew |
$256K - $261K
|
5.29K
$258K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-683- 5.28% |
$33.1K - $33.8K
|
12.3K
$598K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
9.28K+ 13.3% |
$450K - $459K
|
79.1K
$3.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
50.4K+ 1.87% |
$2.44M - $2.49M
|
2.74M
$134M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
420+ 4.42% |
$20.4K - $20.8K
|
9.93K
$485K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
60.8K+ 909.34% |
$2.95M - $3.01M
|
67.5K
$3.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-351- 0.46% |
$17K - $17.4K
|
76.4K
$3.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.68K- 13.76% |
$81.6K - $83.3K
|
10.6K
$515K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-166K- 1.36% |
$8.07M - $8.23M
|
12.1M
$590M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-8.32K- 4.66% |
$403K - $411K
|
170K
$8.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
91+ 0.21% |
$4.41K - $4.5K
|
43K
$2.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
33.5K+ 7.32% |
$1.62M - $1.66M
|
490K
$24M
|