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 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.56K+ 11.26% |
$72.9K - $74.8K
|
15.5K
$752K
|
|
|
Feb 03, 2023
Q4 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-32.9K- 18.7% |
$1.54M - $1.58M
|
143K
$6.96M
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-783- 12.84% |
$36.5K - $37.5K
|
5.32K
$259K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
830New |
$38.7K - $39.7K
|
830
$40.4K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
2.14K+ 26.6% |
$99.9K - $102K
|
10.2K
$496K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
25New |
$1.17K - $1.2K
|
25
$1.22K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
21New |
$979 - $1K
|
21
$1.02K
|
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
SELL
|
- |
-600- 27.42% |
$28K - $28.7K
|
1.59K
$77.2K
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-98- 0.83% |
$4.57K - $4.69K
|
11.6K
$566K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.1K- 15.43% |
$51.1K - $52.4K
|
6.01K
$292K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-596- 91.41% |
$27.8K - $28.5K
|
56
$2.72K
|
|
| Q3 2022 | |||||||
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
4.04KNew |
$191K - $196K
|
4.04K
$196K
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
6.59KNew |
$312K - $320K
|
6.59K
$320K
|
|
|
Nov 14, 2022
Q3 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2.37K- 22.32% |
$112K - $115K
|
8.24K
$401K
|
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
725New |
$34.3K - $35.2K
|
725
$35.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3+ 0.34% |
$142 - $146
|
893
$43.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-164K- 95.74% |
$7.78M - $7.98M
|
7.31K
$356K
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-7- 0.01% |
$331 - $340
|
48.6K
$2.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
15.2KNew |
$718K - $737K
|
15.2K
$738K
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.94K- 44.19% |
$186K - $191K
|
4.97K
$242K
|
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
18+ 0.41% |
$852 - $874
|
4.43K
$215K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
6.99K+ 5.22% |
$331K - $339K
|
141K
$6.85M
|
|
|
Nov 10, 2022
Q3 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
2+ 0.04% |
$94.7 - $97.2
|
4.68K
$228K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
74+ 0.87% |
$3.5K - $3.59K
|
8.61K
$419K
|
|
|
Nov 08, 2022
Q3 2022
|
Rmr Wealth Builders
|
BUY
|
- |
13.5K+ 11.08% |
$641K - $657K
|
136K
$6.6M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
BUY
|
- |
439New |
$20.8K - $21.3K
|
439
$21.4K
|
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.34K- 4.62% |
$63.6K - $65.2K
|
27.7K
$1.35M
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
5.74K+ 27.83% |
$272K - $279K
|
26.4K
$1.28M
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
SELL
|
- |
-2.71K- 2.79% |
$128K - $132K
|
94.6K
$4.6M
|
|
|
Nov 01, 2022
Q3 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-200- 4.08% |
$9.47K - $9.72K
|
4.7K
$229K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-262- 31.01% |
$12.4K - $12.7K
|
583
$28.4K
|
|
|
Oct 26, 2022
Q3 2022
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-1.33K- 22.24% |
$63K - $64.6K
|
4.65K
$226K
|
|
|
Oct 26, 2022
Q3 2022
|
Spc Financial, Inc.
|
BUY
|
- |
7.22K+ 1.37% |
$342K - $351K
|
534K
$26M
|
|
|
Oct 26, 2022
Q3 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-14K- 72.12% |
$663K - $680K
|
5.41K
$263K
|
|
|
Oct 25, 2022
Q3 2022
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-800- 13.68% |
$37.9K - $38.9K
|
5.05K
$246K
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
SELL
|
- |
-11.9K- 5.75% |
$564K - $579K
|
195K
$9.5M
|
|
|
Oct 20, 2022
Q3 2022
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-435- 3.13% |
$20.6K - $21.1K
|
13.5K
$655K
|
|
|
Oct 18, 2022
Q3 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
3.51K+ 78.04% |
$166K - $170K
|
8K
$389K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-117KClosed |
$5.54M - $5.68M
|
0
$0
|
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
9.18KNew |
$435K - $446K
|
9.18K
$446K
|
|
|
Oct 13, 2022
Q3 2022
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-60.8K- 51.67% |
$2.88M - $2.95M
|
56.9K
$2.77M
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
23New |
$1.09K - $1.12K
|
23
$1.12K
|
|
|
Oct 11, 2022
Q3 2022
|
Rda Financial Network
|
SELL
|
- |
-200- 3.66% |
$9.47K - $9.72K
|
5.27K
$256K
|
|
| Q2 2022 | |||||||
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
10.2K+ 8.86% |
$491K - $501K
|
126K
$6.12M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-317- 27.9% |
$15.2K - $15.5K
|
819
$39.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-454- 8.76% |
$21.8K - $22.2K
|
4.73K
$230K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
348New |
$16.7K - $17K
|
348
$16.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
4.61KNew |
$221K - $226K
|
4.61K
$224K
|
|
|
Aug 11, 2022
Q2 2022
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
5.17KNew |
$248K - $253K
|
5.17K
$251K
|
|