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 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1New |
$49.1 - $50
|
1
$50.1
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-400- 6.96% |
$19.6K - $20K
|
5.35K
$268K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.83K- 27.14% |
$89.6K - $91.3K
|
4.9K
$245K
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.51K+ 270.92% |
$123K - $125K
|
3.43K
$172K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.1K+ 1.98% |
$103K - $105K
|
109K
$5.43M
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
11+ 0.21% |
$540 - $550
|
5.21K
$261K
|
|
|
Oct 23, 2025
Q3 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
9.63K+ 7.53% |
$472K - $481K
|
138K
$6.88M
|
|
|
Oct 23, 2025
Q3 2025
|
Moneywise, Inc.
|
SELL
|
- |
-708- 14.0% |
$34.7K - $35.4K
|
4.35K
$218K
|
|
|
Oct 23, 2025
Q3 2025
|
Narwhal Capital Management
|
BUY
|
- |
158+ 1.19% |
$7.75K - $7.9K
|
13.5K
$674K
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
450New |
$22.1K - $22.5K
|
450
$22.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-177- 3.99% |
$8.68K - $8.85K
|
4.26K
$213K
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
2.4K+ 4.95% |
$117K - $120K
|
50.7K
$2.54M
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
BUY
|
- |
491+ 0.91% |
$24.1K - $24.5K
|
54.2K
$2.71M
|
|
|
Oct 22, 2025
Q3 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
44K+ 53.06% |
$2.16M - $2.2M
|
127K
$6.35M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
787+ 18.62% |
$38.6K - $39.3K
|
5.01K
$251K
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-258- 0.68% |
$12.7K - $12.9K
|
37.5K
$1.88M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
78.3K+ 8.28% |
$3.84M - $3.92M
|
1.02M
$51.3M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
4.3K+ 3.28% |
$211K - $215K
|
136K
$6.79M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-50.5K- 69.85% |
$2.48M - $2.53M
|
21.8K
$1.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
SELL
|
- |
-208- 2.92% |
$10.2K - $10.4K
|
6.91K
$346K
|
|
|
Oct 22, 2025
Q3 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
53.8KNew |
$2.64M - $2.69M
|
53.8K
$2.69M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
24.8K+ 6.09% |
$1.22M - $1.24M
|
432K
$21.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
3+ 5.26% |
$147 - $150
|
60
$3K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
14.2K+ 16.61% |
$694K - $707K
|
99.3K
$4.97M
|
|
|
Oct 22, 2025
Q3 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-492- 1.2% |
$24.1K - $24.6K
|
40.5K
$2.03M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.16K+ 0.71% |
$106K - $108K
|
308K
$15.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-624- 3.39% |
$30.6K - $31.2K
|
17.8K
$889K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
9+ 0.13% |
$441 - $450
|
6.69K
$335K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
44.4KNew |
$2.18M - $2.22M
|
44.4K
$2.22M
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
10+ 1.01% |
$491 - $500
|
1K
$50.2K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
17K+ 16.44% |
$835K - $851K
|
121K
$6.04M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
583+ 3.81% |
$28.6K - $29.1K
|
15.9K
$796K
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.39K+ 13.9% |
$68.4K - $69.7K
|
11.4K
$572K
|
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1.17K+ 4.08% |
$57.1K - $58.2K
|
29.7K
$1.49M
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
11K+ 59.74% |
$539K - $550K
|
29.4K
$1.47M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
10.9KNew |
$537K - $547K
|
10.9K
$548K
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
13.2K+ 31.02% |
$648K - $660K
|
55.8K
$2.79M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-6.79K- 8.38% |
$333K - $339K
|
74.3K
$3.72M
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
181+ 0.21% |
$8.88K - $9.05K
|
88.3K
$4.42M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
104+ 24.7% |
$5.1K - $5.2K
|
525
$26.3K
|
|
|
Oct 20, 2025
Q3 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
634+ 4.76% |
$31.1K - $31.7K
|
14K
$699K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.98K+ 18.15% |
$342K - $349K
|
45.4K
$2.27M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-725- 1.72% |
$35.6K - $36.2K
|
41.5K
$2.08M
|
|
|
Oct 17, 2025
Q3 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-224- 5.15% |
$11K - $11.2K
|
4.13K
$207K
|
|
|
Oct 17, 2025
Q3 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
5.45KNew |
$267K - $272K
|
5.45K
$273K
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-351- 4.1% |
$17.2K - $17.5K
|
8.22K
$411K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
942+ 2.05% |
$46.2K - $47.1K
|
47K
$2.35M
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
4.99K+ 2.37% |
$245K - $250K
|
216K
$10.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-501- 11.07% |
$24.6K - $25K
|
4.03K
$202K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
2.33K+ 1.37% |
$114K - $117K
|
173K
$8.66M
|