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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2020
Q3 2020
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.7K+ 56.39% |
$139K - $140K
|
7.49K
$364K
|
|
|
Nov 03, 2020
Q3 2020
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-64.6KClosed |
$3.33M - $3.35M
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
10.7KNew |
$552K - $555K
|
10.7K
$520K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-82.5K- 67.02% |
$4.23M - $4.27M
|
40.6K
$1.97M
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-6.65KClosed |
$342K - $345K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-13.8KClosed |
$710K - $717K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-83Closed |
$4.26K - $4.3K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.29KClosed |
$66.1K - $66.7K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Merit Financial Group, LLC
|
SELL
|
- |
-32.1KClosed |
$1.65M - $1.66M
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-319Closed |
$16.4K - $16.5K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-23.2KClosed |
$1.19M - $1.2M
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-8.91KClosed |
$457K - $462K
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Adams Wealth Management
|
SELL
|
- |
-9KClosed |
$462K - $466K
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.43KClosed |
$73.2K - $74K
|
0
$0
|
|
|
Jul 24, 2020
Q2 2020
|
Jnba Financial Advisors
|
SELL
|
- |
-174Closed |
$8.93K - $9.02K
|
0
$0
|
|
|
Jul 09, 2020
Q2 2020
|
Arden Trust CO
|
SELL
|
- |
-12.7KClosed |
$651K - $657K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 11, 2024
Q1 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-3.87KClosed |
$193K - $204K
|
0
$0
|
|
|
Feb 11, 2021
Q1 2020
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-95Closed |
$4.74K - $5.01K
|
0
$0
|
|
|
Nov 16, 2020
Q1 2020
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-9.69KClosed |
$484K - $511K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-19.2KClosed |
$958K - $1.01M
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-4KClosed |
$200K - $211K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-4.19KClosed |
$209K - $221K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-158Closed |
$7.88K - $8.33K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-40.6KClosed |
$2.02M - $2.14M
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-77Closed |
$3.84K - $4.06K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-765Closed |
$38.2K - $40.3K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Altium Wealth Management LLC
|
SELL
|
- |
-17.3KClosed |
$862K - $911K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-1.82K- 40.06% |
$90.8K - $96K
|
2.72K
$132K
|
|
|
Apr 13, 2020
Q1 2020
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-19.4KClosed |
$970K - $1.02M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 13, 2020
Q4 2019
|
Lake Point Wealth Management
|
SELL
|
- |
-335Closed |
$17.3K - $17.5K
|
0
$0
|
|
|
Feb 05, 2020
Q4 2019
|
Private Ocean, LLC
|
SELL
|
- |
-190Closed |
$9.83K - $9.91K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Aspiriant, LLC
|
SELL
|
- |
-21.5KClosed |
$1.11M - $1.12M
|
0
$0
|
|
|
Jan 24, 2020
Q4 2019
|
Donald L. Hagan, LLC
|
SELL
|
- |
-8.42KClosed |
$435K - $439K
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Moseley Investment Management Inc
|
SELL
|
- |
-5.44KClosed |
$281K - $284K
|
0
$0
|
|
|
Jan 14, 2020
Q4 2019
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-5.31KClosed |
$275K - $277K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 15, 2019
Q3 2019
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-340Closed |
$17.6K - $17.7K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-12KClosed |
$622K - $627K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-350Closed |
$18.1K - $18.2K
|
0
$0
|
|
|
Oct 11, 2019
Q3 2019
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-138Closed |
$7.13K - $7.19K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 13, 2019
Q2 2019
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-178KClosed |
$9.13M - $9.21M
|
0
$0
|
|
|
Aug 09, 2019
Q2 2019
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1.64KClosed |
$83.9K - $84.7K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Valmark Advisers, Inc.
|
SELL
|
- |
-15.5KClosed |
$792K - $799K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-63Closed |
$3.23K - $3.26K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-280Closed |
$14.3K - $14.5K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 11, 2020
Q1 2019
|
Royal Fund Management, LLC
|
SELL
|
- |
-45Closed |
$2.3K - $2.31K
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
Wbi Investments, Inc.
|
SELL
|
- |
-171KClosed |
$8.71M - $8.77M
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-5.8KClosed |
$295K - $296K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Wills Financial Group, Inc.
|
SELL
|
- |
-25.7KClosed |
$1.31M - $1.31M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.01KClosed |
$102K - $102K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-70Closed |
$3.56K - $3.57K
|
0
$0
|
|