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 22, 2021
Q2 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-809Closed |
$41.1K - $41.4K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-5.46KClosed |
$278K - $280K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
22.7KNew |
$1.15M - $1.16M
|
22.7K
$1.12M
|
|
|
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
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-19.8KClosed |
$1.01M - $1.02M
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-675Closed |
$34.4K - $34.8K
|
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
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-10KClosed |
$510K - $516K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Ascension Asset Management LLC
|
SELL
|
- |
-185KClosed |
$9.43M - $9.54M
|
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
|
Old Port Advisors
|
SELL
|
- |
-4.09KClosed |
$209K - $211K
|
0
$0
|
|
|
Apr 08, 2021
Q1 2021
|
Lvz, Inc.
|
SELL
|
- |
-11.9KClosed |
$608K - $615K
|
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
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-7.6KClosed |
$390K - $393K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Financial Services Advisory Inc
|
SELL
|
- |
-16.9KClosed |
$871K - $876K
|
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
$14.3M
|
|
| Q3 2020 | |||||||
|
Nov 17, 2020
Q3 2020
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-6.47KClosed |
$334K - $336K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.7K+ 56.39% |
$139K - $140K
|
7.49K
$369K
|
|
|
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
$527K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-82.5K- 67.02% |
$4.23M - $4.27M
|
40.6K
$2M
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-6.65KClosed |
$342K - $345K
|
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
|
|