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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
626 Financial, LLC
|
SELL
|
- |
-393- 2.45% |
$19.1K - $19.4K
|
15.6K
$769K
|
|
|
Jul 23, 2025
Q2 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
6.4K+ 33.04% |
$310K - $316K
|
25.8K
$1.27M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.44KNew |
$215K - $219K
|
4.44K
$218K
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-556- 5.76% |
$27K - $27.4K
|
9.09K
$447K
|
|
|
Jul 23, 2025
Q2 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-15.3K- 69.95% |
$741K - $754K
|
6.56K
$323K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
SELL
|
- |
-84K- 54.54% |
$4.08M - $4.15M
|
70.1K
$3.45M
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.13K+ 1.8% |
$152K - $155K
|
177K
$8.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-237- 3.14% |
$11.5K - $11.7K
|
7.3K
$359K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-71.4K- 36.68% |
$3.46M - $3.52M
|
123K
$6.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Narwhal Capital Management
|
SELL
|
- |
-692- 4.95% |
$33.6K - $34.2K
|
13.3K
$654K
|
|
|
Jul 23, 2025
Q2 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-75.7K- 42.29% |
$3.67M - $3.73M
|
103K
$5.08M
|
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-2- 0.01% |
$97 - $98.7
|
16.8K
$827K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
7.97K+ 235.44% |
$387K - $393K
|
11.4K
$559K
|
|
|
Jul 23, 2025
Q2 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-1.23K- 4.55% |
$59.7K - $60.7K
|
25.8K
$1.27M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-317- 0.6% |
$15.4K - $15.6K
|
52.1K
$2.56M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
13.1K+ 115.66% |
$633K - $644K
|
24.3K
$1.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.58K+ 7.2% |
$174K - $177K
|
53.3K
$2.62M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
20.8K+ 2.15% |
$1.01M - $1.03M
|
991K
$48.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.31K+ 4.58% |
$112K - $114K
|
52.8K
$2.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-53.8K- 66.92% |
$2.61M - $2.65M
|
26.6K
$1.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
20.9K+ 81.26% |
$1.01M - $1.03M
|
46.6K
$2.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
305New |
$14.8K - $15.1K
|
305
$15K
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
17.5K+ 4.02% |
$850K - $864K
|
453K
$22.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-3.14K- 12.84% |
$152K - $155K
|
21.3K
$1.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
4+ 0.08% |
$194 - $197
|
5.2K
$256K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.98K- 5.02% |
$96.2K - $97.9K
|
37.6K
$1.85M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
BUY
|
- |
15.1K+ 55.78% |
$730K - $743K
|
42K
$2.07M
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-290- 1.01% |
$14.1K - $14.3K
|
28.4K
$1.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-2.95K- 6.5% |
$143K - $145K
|
42.3K
$2.08M
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.0% |
$48.5 - $49.4
|
24.7K
$1.21M
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
5.53K+ 1.8% |
$268K - $273K
|
312K
$15.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-44.8K- 22.79% |
$2.17M - $2.21M
|
152K
$7.46M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
101+ 2.45% |
$4.9K - $4.98K
|
4.23K
$208K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
7.23K+ 54.88% |
$351K - $357K
|
20.4K
$1M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-15- 5.02% |
$728 - $740
|
284
$14K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
17.4KNew |
$846K - $861K
|
17.4K
$858K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-6.15K- 2.3% |
$298K - $304K
|
261K
$12.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-29.1K- 5.47% |
$1.41M - $1.44M
|
503K
$24.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-140- 12.36% |
$6.79K - $6.91K
|
993
$48.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-54- 10.04% |
$2.62K - $2.66K
|
484
$23.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.02K- 2.65% |
$292K - $297K
|
221K
$10.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
20+ 1.08% |
$970 - $987
|
1.86K
$91.7K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
1.13K+ 2.16% |
$55K - $56K
|
53.7K
$2.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
118KNew |
$5.71M - $5.81M
|
118K
$5.79M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-6.71K- 14.96% |
$326K - $331K
|
38.1K
$1.88M
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
8.95K+ 7.52% |
$434K - $441K
|
128K
$6.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
47K+ 130.97% |
$2.28M - $2.32M
|
82.8K
$4.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-11- 0.06% |
$534 - $543
|
18K
$885K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-3.25K- 2.08% |
$158K - $160K
|
153K
$7.54M
|