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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-938- 18.05% |
$45K - $46.5K
|
4.26K
$210K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
270New |
$12.9K - $13.4K
|
270
$13.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
SELL
|
- |
-218K- 90.94% |
$10.5M - $10.8M
|
21.7K
$1.07M
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-1.44K- 24.25% |
$69K - $71.4K
|
4.5K
$222K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-279- 2.33% |
$13.4K - $13.8K
|
11.7K
$577K
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
BUY
|
- |
384+ 1.7% |
$18.4K - $19.1K
|
22.9K
$1.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
46K+ 6.02% |
$2.2M - $2.28M
|
810K
$39.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-273K- 13.55% |
$13.1M - $13.5M
|
1.74M
$85.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
19New |
$911 - $943
|
19
$936
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
24.2K+ 99.53% |
$1.16M - $1.2M
|
48.5K
$2.39M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
10+ 0.78% |
$480 - $496
|
1.29K
$63.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-149- 2.83% |
$7.14K - $7.39K
|
5.11K
$252K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
7.07K+ 12.61% |
$339K - $351K
|
63.2K
$3.11M
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-709- 0.31% |
$34K - $35.2K
|
229K
$11.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-530- 30.03% |
$25.4K - $26.3K
|
1.24K
$60.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-5.54K- 18.58% |
$266K - $275K
|
24.3K
$1.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
15.5KNew |
$741K - $766K
|
15.5K
$761K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
4.16KNew |
$200K - $206K
|
4.16K
$205K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
207New |
$9.93K - $10.3K
|
207
$10.2K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-8.35K- 40.77% |
$400K - $414K
|
12.1K
$597K
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
631New |
$30K - $30.5K
|
631
$31.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-10- 13.33% |
$476 - $484
|
65
$3.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
41New |
$1.95K - $1.98K
|
41
$2.02K
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-101- 14.31% |
$4.81K - $4.89K
|
605
$29.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.06K- 3.15% |
$98.1K - $99.8K
|
63.3K
$3.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
18.6KNew |
$884K - $900K
|
18.6K
$916K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
719New |
$34.2K - $34.8K
|
719
$35.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.02KNew |
$48.3K - $49.2K
|
1.02K
$50.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
2.14KNew |
$102K - $104K
|
2.14K
$105K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-10.6K- 72.84% |
$504K - $513K
|
3.95K
$195K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-30- 27.27% |
$1.43K - $1.45K
|
80
$3.94K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
4KNew |
$190K - $194K
|
4K
$197K
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-806- 15.92% |
$38.3K - $39K
|
4.26K
$210K
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-2.86K- 5.92% |
$136K - $138K
|
45.4K
$2.24M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
335New |
$15.9K - $16.2K
|
335
$16.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Shaker Investments LLC
|
SELL
|
- |
-150- 2.54% |
$7.14K - $7.26K
|
5.77K
$284K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
918New |
$43.7K - $44.4K
|
918
$45.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-65- 1.12% |
$3.09K - $3.15K
|
5.73K
$282K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
424+ 9.18% |
$20.2K - $20.5K
|
5.04K
$249K
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-7.32K- 62.84% |
$348K - $354K
|
4.33K
$213K
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
222New |
$10.6K - $10.7K
|
222
$10.9K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
878New |
$41.8K - $42.5K
|
878
$43.3K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
262New |
$12.5K - $12.7K
|
262
$12.9K
|
|
| Q1 2024 | |||||||
|
Jun 10, 2025
Q1 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-360Closed |
$17.3K - $17.5K
|
0
$0
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-339- 89.45% |
$16.3K - $16.4K
|
40
$1.97K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
179+ 44.31% |
$8.58K - $8.68K
|
583
$28.7K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
SELL
|
- |
-2.32K- 21.15% |
$111K - $113K
|
8.65K
$426K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.64KNew |
$222K - $225K
|
4.64K
$229K
|
|