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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-210Closed |
$10.6K - $10.7K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-5.29KClosed |
$267K - $269K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-109Closed |
$5.51K - $5.55K
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-200Closed |
$10.1K - $10.2K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-7.9KClosed |
$401K - $404K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-8.4KClosed |
$427K - $430K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Progeny 3, Inc.
Seattle, WA |
BUY
|
- |
58.6K+ 60.43% |
$2.98M - $3M
|
156K
$7.57M
|
|
|
Aug 13, 2021
Q2 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3New |
$152 - $154
|
3
$146
|
|
|
Aug 13, 2021
Q2 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-4.96KClosed |
$252K - $254K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-14KClosed |
$710K - $715K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-590Closed |
$30K - $30.2K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-52.7KClosed |
$2.68M - $2.7M
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-2.92KClosed |
$149K - $150K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6.97KClosed |
$354K - $357K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-1.92K- 17.56% |
$97.6K - $98.3K
|
9.02K
$439K
|
|
|
Aug 02, 2021
Q2 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-29.3KClosed |
$1.49M - $1.5M
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-1KClosed |
$50.8K - $51.2K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-5.46KClosed |
$278K - $280K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-809Closed |
$41.1K - $41.4K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-154Closed |
$7.83K - $7.88K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
22.7KNew |
$1.15M - $1.16M
|
22.7K
$1.1M
|
|
|
Jul 19, 2021
Q2 2021
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-8.85KClosed |
$450K - $453K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-4.8KClosed |
$244K - $246K
|
0
$0
|
|
|
Jul 12, 2021
Q2 2021
|
Cooper Financial Group
|
SELL
|
- |
-11.6KClosed |
$591K - $595K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Dec 19, 2023
Q1 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-195Closed |
$9.95K - $10.1K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-780Closed |
$39.8K - $40.2K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-675Closed |
$34.4K - $34.8K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-19.8KClosed |
$1.01M - $1.02M
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-2.52KClosed |
$129K - $130K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
M&T Bank Corp
|
SELL
|
- |
-10.7KClosed |
$546K - $552K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Ascension Asset Management LLC
|
SELL
|
- |
-185KClosed |
$9.43M - $9.54M
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-10KClosed |
$510K - $516K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-73Closed |
$3.72K - $3.77K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Columbus Macro, LLC
|
SELL
|
- |
-86.3KClosed |
$4.4M - $4.45M
|
0
$0
|
|
|
Apr 22, 2021
Q1 2021
|
Barber Financial Group, Inc.
|
SELL
|
- |
-196KClosed |
$10M - $10.1M
|
0
$0
|
|
|
Apr 08, 2021
Q1 2021
|
Lvz, Inc.
|
SELL
|
- |
-11.9KClosed |
$608K - $615K
|
0
$0
|
|
|
Apr 08, 2021
Q1 2021
|
Old Port Advisors
|
SELL
|
- |
-4.09KClosed |
$209K - $211K
|
0
$0
|
|
| Q4 2020 | |||||||
|
May 15, 2024
Q4 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.89KClosed |
$97.1K - $97.7K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-6.45KClosed |
$331K - $334K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-26.8KClosed |
$1.38M - $1.39M
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-153Closed |
$7.86K - $7.91K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-4.27KClosed |
$219K - $221K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-280Closed |
$14.4K - $14.5K
|
0
$0
|
|
|
Jan 25, 2021
Q4 2020
|
Crumly & Associates Inc.
|
SELL
|
- |
-4.36KClosed |
$224K - $226K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Financial Services Advisory Inc
|
SELL
|
- |
-16.9KClosed |
$871K - $876K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-7.6KClosed |
$390K - $393K
|
0
$0
|
|
|
Jan 13, 2021
Q4 2020
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-40KClosed |
$2.06M - $2.07M
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
291KNew |
$14.9M - $15M
|
291K
$14.1M
|
|
| Q3 2020 | |||||||
|
Nov 17, 2020
Q3 2020
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-6.47KClosed |
$334K - $336K
|
0
$0
|
|