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 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
17.4KNew |
$846K - $861K
|
17.4K
$860K
|
|
|
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 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-15- 5.02% |
$728 - $740
|
284
$14K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
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
$91.8K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
1.13K+ 2.16% |
$55K - $56K
|
53.7K
$2.65M
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
118KNew |
$5.71M - $5.81M
|
118K
$5.8M
|
|
|
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
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-11- 0.06% |
$534 - $543
|
18K
$886K
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
8.95K+ 7.52% |
$434K - $441K
|
128K
$6.3M
|
|
|
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
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-3.25K- 2.08% |
$158K - $160K
|
153K
$7.55M
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
SELL
|
- |
-2.83K- 2.02% |
$137K - $140K
|
137K
$6.77M
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-56- 0.2% |
$2.72K - $2.76K
|
28.5K
$1.41M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-56- 1.31% |
$2.72K - $2.76K
|
4.21K
$207K
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-20.2K- 32.12% |
$978K - $995K
|
42.6K
$2.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-5.4K- 2.5% |
$262K - $267K
|
211K
$10.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
4.86K+ 8.9% |
$236K - $240K
|
59.5K
$2.93M
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
BUY
|
- |
22+ 0.44% |
$1.07K - $1.09K
|
5.06K
$249K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
11.6K+ 79.88% |
$563K - $573K
|
26.1K
$1.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
101+ 2.18% |
$4.9K - $4.98K
|
4.74K
$233K
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
6.28K+ 18.33% |
$305K - $310K
|
40.6K
$2M
|
|
|
Jul 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
16.1KNew |
$782K - $796K
|
16.1K
$794K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.32K+ 27.63% |
$404K - $411K
|
38.4K
$1.89M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-608- 0.69% |
$29.5K - $30K
|
88.1K
$4.34M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-320- 0.16% |
$15.5K - $15.8K
|
204K
$10M
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.17K+ 9.63% |
$56.7K - $57.7K
|
13.3K
$657K
|
|
|
Jul 15, 2025
Q2 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
2.2K+ 1.94% |
$107K - $108K
|
115K
$5.68M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
902+ 2.18% |
$43.7K - $44.5K
|
42.2K
$2.08M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-167- 1.58% |
$8.1K - $8.24K
|
10.4K
$513K
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-13.1K- 26.24% |
$636K - $647K
|
36.9K
$1.82M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-9.14K- 13.43% |
$443K - $451K
|
58.9K
$2.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.41K+ 32.27% |
$68.5K - $69.7K
|
5.79K
$285K
|
|
|
Jul 14, 2025
Q2 2025
|
Capital Cs Group, LLC
|
SELL
|
- |
-465- 4.89% |
$22.6K - $22.9K
|
9.04K
$446K
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
838+ 4.77% |
$40.6K - $41.4K
|
18.4K
$907K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-128K- 25.76% |
$6.21M - $6.32M
|
369K
$18.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.3K- 99.39% |
$63K - $64.1K
|
8
$394
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
4.35KNew |
$211K - $215K
|
4.35K
$214K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
87+ 0.08% |
$4.22K - $4.29K
|
104K
$5.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-14.8K- 74.34% |
$717K - $729K
|
5.1K
$251K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-62- 1.25% |
$3.01K - $3.06K
|
4.9K
$242K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
36.2K+ 598.2% |
$1.76M - $1.79M
|
42.3K
$2.08M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-8.36K- 4.11% |
$405K - $412K
|
195K
$9.6M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-2.47K- 0.72% |
$120K - $122K
|
341K
$16.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.1K- 13.39% |
$247K - $252K
|
33K
$1.62M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
2.99K+ 6.59% |
$145K - $148K
|
48.4K
$2.38M
|