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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2022
Q2 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-945KClosed |
$45.4M - $46.3M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.29K+ 3.43% |
$61.8K - $63K
|
38.8K
$1.91M
|
|
|
Jul 29, 2022
Q2 2022
|
Integrity Financial Corp
|
SELL
|
- |
-1.84K- 26.58% |
$88.3K - $90.1K
|
5.08K
$250K
|
|
|
Jul 27, 2022
Q2 2022
|
Presidio Capital Management, LLC
|
BUY
|
- |
4.6KNew |
$221K - $225K
|
4.6K
$227K
|
|
|
Jul 26, 2022
Q2 2022
|
Wt Wealth Management
|
SELL
|
- |
-66.6KClosed |
$3.19M - $3.26M
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Mason & Associates Inc
|
SELL
|
- |
-10.9KClosed |
$524K - $535K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
1.62KNew |
$77.8K - $79.4K
|
1.62K
$79.9K
|
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
58New |
$2.78K - $2.84K
|
58
$2.86K
|
|
|
Jul 19, 2022
Q2 2022
|
Marks Wealth, LLC
|
SELL
|
- |
-134KClosed |
$6.41M - $6.54M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
99New |
$4.75K - $4.85K
|
99
$4.88K
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.25KNew |
$204K - $208K
|
4.25K
$210K
|
|
|
Jul 18, 2022
Q2 2022
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-85.9K- 37.03% |
$4.12M - $4.2M
|
146K
$7.2M
|
|
|
Jul 18, 2022
Q2 2022
|
Camelot Portfolios, LLC
|
BUY
|
- |
6.41KNew |
$307K - $314K
|
6.41K
$316K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
903+ 13.81% |
$43.3K - $44.2K
|
7.44K
$367K
|
|
|
Jul 13, 2022
Q2 2022
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-7.45KClosed |
$357K - $365K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-33Closed |
$1.58K - $1.62K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-803Closed |
$39.2K - $40.2K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.15KClosed |
$56.1K - $57.5K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-287Closed |
$14K - $14.4K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
True North Advisors, LLC
|
SELL
|
- |
-7.5KClosed |
$366K - $375K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-210Closed |
$10.3K - $10.5K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-2.51KClosed |
$123K - $125K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-16.6KClosed |
$811K - $830K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-544- 99.45% |
$26.6K - $27.2K
|
3
$148
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-2.26KClosed |
$110K - $113K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-55Closed |
$2.69K - $2.75K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-5.65KClosed |
$276K - $283K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-43Closed |
$2.1K - $2.15K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-180- 2.46% |
$8.79K - $9.01K
|
7.14K
$352K
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-288Closed |
$14.1K - $14.4K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
444New |
$21.7K - $22.2K
|
444
$21.9K
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
4.93KNew |
$241K - $246K
|
4.93K
$243K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
SELL
|
- |
-75Closed |
$3.66K - $3.75K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-10.6KClosed |
$516K - $529K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Patron Partners, LLC
|
SELL
|
- |
-4.39KClosed |
$214K - $219K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-300Closed |
$14.7K - $15K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-32KClosed |
$1.56M - $1.6M
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-40Closed |
$1.95K - $2K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-4.11KClosed |
$201K - $205K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-174Closed |
$8.5K - $8.71K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-157Closed |
$7.67K - $7.85K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Dec 26, 2024
Q4 2021
|
Cypress Capital, LLC
|
BUY
|
- |
5.35KNew |
$267K - $271K
|
5.35K
$263K
|
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-270- 83.85% |
$13.5K - $13.7K
|
52
$2.56K
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.15KClosed |
$207K - $210K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-224KClosed |
$11.2M - $11.3M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Antonetti Capital Management LLC
|
SELL
|
- |
-260- 43.33% |
$13K - $13.2K
|
340
$16.8K
|
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1.17KClosed |
$58.3K - $59.1K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-8.09KClosed |
$404K - $410K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-5.12KClosed |
$256K - $259K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-4KClosed |
$200K - $203K
|
0
$0
|
|