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 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-262- 82.39% |
$12.4K - $12.7K
|
56
$2.76K
|
|
| Q1 2023 | |||||||
|
May 22, 2023
Q1 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-290- 0.18% |
$13.7K - $14K
|
159K
$7.85M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.66KNew |
$363K - $369K
|
7.66K
$378K
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
12+ 0.27% |
$568 - $579
|
4.49K
$221K
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-2.63K- 37.23% |
$124K - $127K
|
4.43K
$218K
|
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
34.3KNew |
$1.62M - $1.65M
|
34.3K
$1.69M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
1.2K+ 119800.0% |
$56.7K - $57.8K
|
1.2K
$59.1K
|
|
|
May 10, 2023
Q1 2023
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-495- 9.68% |
$23.4K - $23.9K
|
4.62K
$228K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
877New |
$41.5K - $42.3K
|
877
$43.2K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
44KNew |
$2.09M - $2.12M
|
44K
$2.17M
|
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
1.08KNew |
$51K - $52K
|
1.08K
$53.1K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-1.52K- 65.9% |
$72K - $73.3K
|
787
$38.8K
|
|
|
May 03, 2023
Q1 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-22- 0.14% |
$1.04K - $1.06K
|
15.5K
$765K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
698+ 7.54% |
$33K - $33.7K
|
9.96K
$490K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-324- 3.86% |
$15.3K - $15.6K
|
8.07K
$397K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-1.5K- 23.81% |
$71K - $72.3K
|
4.8K
$236K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-53.7K- 32.32% |
$2.54M - $2.59M
|
112K
$5.54M
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-7.59K- 4.56% |
$359K - $366K
|
159K
$7.82M
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
10.9KNew |
$516K - $525K
|
10.9K
$537K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-9- 0.42% |
$426 - $434
|
2.12K
$105K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.76K- 17.54% |
$83.3K - $84.8K
|
8.27K
$408K
|
|
|
Apr 19, 2023
Q1 2023
|
Manchester Financial Inc
|
SELL
|
- |
-9.89K- 24.99% |
$468K - $477K
|
29.7K
$1.46M
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-645- 8.33% |
$30.5K - $31.1K
|
7.1K
$350K
|
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-14- 6.31% |
$663 - $675
|
208
$10.2K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.22K- 12.96% |
$57.9K - $59K
|
8.22K
$405K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
120+ 2.53% |
$5.68K - $5.79K
|
4.86K
$240K
|
|
|
Apr 06, 2023
Q1 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
98.7KNew |
$4.67M - $4.76M
|
98.7K
$4.87M
|
|
| Q4 2022 | |||||||
|
Mar 01, 2023
Q4 2022
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
11.1KNew |
$516K - $529K
|
11.1K
$545K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
400New |
$18.7K - $19.1K
|
400
$19.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
920+ 1.91% |
$42.9K - $44K
|
49K
$2.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-5.09K- 46.12% |
$237K - $243K
|
5.95K
$293K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
989New |
$46.1K - $47.3K
|
989
$48.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.4KNew |
$298K - $306K
|
6.4K
$315K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
582+ 3.21% |
$27.1K - $27.8K
|
18.7K
$921K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.33KNew |
$62K - $63.6K
|
1.33K
$65.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
55+ 100.0% |
$2.57K - $2.63K
|
110
$5.42K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.2KNew |
$56K - $57.4K
|
1.2K
$59.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-621- 3.41% |
$29K - $29.7K
|
17.6K
$868K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-2.61K- 5.84% |
$121K - $125K
|
42K
$2.07M
|
|
|
Feb 10, 2023
Q4 2022
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
8.79KNew |
$410K - $421K
|
8.79K
$433K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.56K+ 11.26% |
$72.9K - $74.8K
|
15.5K
$761K
|
|
|
Feb 03, 2023
Q4 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-32.9K- 18.7% |
$1.54M - $1.58M
|
143K
$7.05M
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-783- 12.84% |
$36.5K - $37.5K
|
5.32K
$262K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
830New |
$38.7K - $39.7K
|
830
$40.9K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
2.14K+ 26.6% |
$99.9K - $102K
|
10.2K
$502K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
21New |
$979 - $1K
|
21
$1.03K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
25New |
$1.17K - $1.2K
|
25
$1.23K
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-98- 0.83% |
$4.57K - $4.69K
|
11.6K
$574K
|
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
SELL
|
- |
-600- 27.42% |
$28K - $28.7K
|
1.59K
$78.2K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-596- 91.41% |
$27.8K - $28.5K
|
56
$2.76K
|
|