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 |
|---|---|---|---|---|---|---|---|
|
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
$134K
|
|
|
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
|
|
|
Feb 05, 2019
Q4 2018
|
Destination Wealth Management
|
SELL
|
- |
-858Closed |
$43.6K - $43.8K
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-3.95KClosed |
$201K - $202K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 15, 2018
Q3 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
150KNew |
$7.65M - $7.7M
|
150K
$7.4M
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
94.5KNew |
$4.82M - $4.85M
|
94.5K
$4.66M
|
|
|
Nov 13, 2018
Q3 2018
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-2.66KClosed |
$135K - $136K
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-56Closed |
$2.85K - $2.87K
|
0
$0
|
|
| Q1 2018 | |||||||
|
Jun 23, 2021
Q1 2018
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-5.63KClosed |
$289K - $291K
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-7.7KClosed |
$395K - $398K
|
0
$0
|
|
|
May 03, 2018
Q1 2018
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-480Closed |
$24.6K - $24.8K
|
0
$0
|
|
|
Apr 30, 2018
Q1 2018
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-97Closed |
$4.98K - $5.02K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 09, 2018
Q4 2017
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-15.4KClosed |
$796K - $802K
|
0
$0
|
|
|
Jan 23, 2018
Q4 2017
|
Baystate Wealth Management LLC
|
SELL
|
- |
-560Closed |
$28.9K - $29.1K
|
0
$0
|
|