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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.1K- 15.43% |
$51.1K - $52.4K
|
6.01K
$296K
|
|
| Q3 2022 | |||||||
|
May 20, 2025
Q3 2022
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-192K- 43.97% |
$9.07M - $9.31M
|
244K
$12M
|
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
4.04KNew |
$191K - $196K
|
4.04K
$199K
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
6.59KNew |
$312K - $320K
|
6.59K
$324K
|
|
|
Nov 14, 2022
Q3 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2.37K- 22.32% |
$112K - $115K
|
8.24K
$406K
|
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
725New |
$34.3K - $35.2K
|
725
$35.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-164K- 95.74% |
$7.78M - $7.98M
|
7.31K
$360K
|
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3+ 0.34% |
$142 - $146
|
893
$44K
|
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
18+ 0.41% |
$852 - $874
|
4.43K
$218K
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-7- 0.01% |
$331 - $340
|
48.6K
$2.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
15.2KNew |
$718K - $737K
|
15.2K
$747K
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
74+ 0.87% |
$3.5K - $3.59K
|
8.61K
$424K
|
|
|
Nov 10, 2022
Q3 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
2+ 0.04% |
$94.7 - $97.2
|
4.68K
$231K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
6.99K+ 5.22% |
$331K - $339K
|
141K
$6.94M
|
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.34K- 4.62% |
$63.6K - $65.2K
|
27.7K
$1.37M
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
5.74K+ 27.83% |
$272K - $279K
|
26.4K
$1.3M
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
SELL
|
- |
-2.71K- 2.79% |
$128K - $132K
|
94.6K
$4.66M
|
|
|
Nov 01, 2022
Q3 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-200- 4.08% |
$9.47K - $9.72K
|
4.7K
$232K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-262- 31.01% |
$12.4K - $12.7K
|
583
$28.7K
|
|
|
Oct 26, 2022
Q3 2022
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-1.33K- 22.24% |
$63K - $64.6K
|
4.65K
$229K
|
|
|
Oct 26, 2022
Q3 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-14K- 72.12% |
$663K - $680K
|
5.41K
$267K
|
|
|
Oct 26, 2022
Q3 2022
|
Spc Financial, Inc.
|
BUY
|
- |
7.22K+ 1.37% |
$342K - $351K
|
534K
$26.3M
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
SELL
|
- |
-11.9K- 5.75% |
$564K - $579K
|
195K
$9.62M
|
|
|
Oct 25, 2022
Q3 2022
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-800- 13.68% |
$37.9K - $38.9K
|
5.05K
$249K
|
|
|
Oct 20, 2022
Q3 2022
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-435- 3.13% |
$20.6K - $21.1K
|
13.5K
$663K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-117KClosed |
$5.54M - $5.68M
|
0
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
3.51K+ 78.04% |
$166K - $170K
|
8K
$394K
|
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
9.18KNew |
$435K - $446K
|
9.18K
$452K
|
|
|
Oct 13, 2022
Q3 2022
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-60.8K- 51.67% |
$2.88M - $2.95M
|
56.9K
$2.8M
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
23New |
$1.09K - $1.12K
|
23
$1.13K
|
|
|
Oct 11, 2022
Q3 2022
|
Rda Financial Network
|
SELL
|
- |
-200- 3.66% |
$9.47K - $9.72K
|
5.27K
$259K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
348New |
$16.7K - $17K
|
348
$17.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-454- 8.76% |
$21.8K - $22.2K
|
4.73K
$233K
|
|
|
Aug 15, 2022
Q2 2022
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
4.61KNew |
$221K - $226K
|
4.61K
$227K
|
|
|
Aug 11, 2022
Q2 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-24.3KClosed |
$1.17M - $1.19M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
1.37KNew |
$65.6K - $66.9K
|
1.37K
$67.4K
|
|
|
Aug 11, 2022
Q2 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-1.23K- 90.13% |
$59.2K - $60.4K
|
135
$6.65K
|
|
|
Aug 11, 2022
Q2 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-6.58KClosed |
$316K - $322K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
5.17KNew |
$248K - $253K
|
5.17K
$255K
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-36.7KClosed |
$1.76M - $1.8M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
12.9K+ 72.65% |
$617K - $629K
|
30.6K
$1.51M
|
|
|
Aug 10, 2022
Q2 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-8.15K- 61.67% |
$391K - $399K
|
5.06K
$249K
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.46K- 24.52% |
$70.2K - $71.6K
|
4.5K
$222K
|
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-80Closed |
$3.84K - $3.92K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
349New |
$16.7K - $17.1K
|
349
$17.2K
|
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-4.51KClosed |
$216K - $221K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Telos Capital Management, Inc.
|
SELL
|
- |
-4.51KClosed |
$216K - $221K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$4.8K - $4.9K
|
100
$4.93K
|
|
|
Aug 02, 2022
Q2 2022
|
Q3 Asset Management
|
BUY
|
- |
16.4K+ 29.96% |
$785K - $801K
|
71K
$3.5M
|
|
|
Aug 02, 2022
Q2 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-602- 9.18% |
$28.9K - $29.5K
|
5.96K
$294K
|
|