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 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
176KNew |
$8.52M - $8.67M
|
176K
$8.65M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
3.68K+ 2.41% |
$179K - $182K
|
157K
$7.72M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
583+ 0.81% |
$28.3K - $28.8K
|
72.3K
$3.56M
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
16.5KNew |
$799K - $813K
|
16.5K
$812K
|
|
|
Jul 09, 2025
Q2 2025
|
Searcy Financial Services Inc
|
BUY
|
- |
5.06K+ 1.3% |
$245K - $250K
|
395K
$19.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
4K+ 3.58% |
$194K - $197K
|
116K
$5.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
10.2K+ 2.47% |
$494K - $503K
|
422K
$20.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
100+ 0.61% |
$4.85K - $4.94K
|
16.5K
$812K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
4.77K+ 1.35% |
$231K - $235K
|
357K
$17.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-7.45K- 51.98% |
$362K - $368K
|
6.89K
$339K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.86K- 27.89% |
$139K - $141K
|
7.4K
$364K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.07K+ 23.41% |
$52K - $53K
|
5.66K
$279K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
4+ 0.01% |
$194 - $197
|
46.1K
$2.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
350+ 2.03% |
$17K - $17.3K
|
17.6K
$866K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
24.8KNew |
$1.2M - $1.22M
|
24.8K
$1.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.81K+ 18.18% |
$87.6K - $89.1K
|
11.7K
$578K
|
|
|
Jul 08, 2025
Q2 2025
|
Tl Private Wealth
|
SELL
|
- |
-4K- 1.32% |
$194K - $197K
|
298K
$14.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
63+ 0.4% |
$3.06K - $3.11K
|
16K
$789K
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-33- 0.21% |
$1.6K - $1.63K
|
16K
$787K
|
|
|
Jul 08, 2025
Q2 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-12.5K- 5.58% |
$604K - $615K
|
211K
$10.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
10.6KNew |
$512K - $521K
|
10.6K
$520K
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
13.3K+ 13.53% |
$647K - $658K
|
112K
$5.51M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-286K- 92.36% |
$13.9M - $14.1M
|
23.7K
$1.17M
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-787- 1.09% |
$38.2K - $38.8K
|
71.1K
$3.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-21.6K- 7.57% |
$1.05M - $1.06M
|
263K
$13M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
3.03K+ 54.76% |
$147K - $150K
|
8.57K
$422K
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-11.9K- 5.63% |
$577K - $587K
|
199K
$9.83M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
593+ 15.9% |
$28.8K - $29.3K
|
4.32K
$213K
|
|
|
Jul 07, 2025
Q2 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
1.04K+ 1.64% |
$50.2K - $51.1K
|
64.3K
$3.17M
|
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-1.14K- 7.01% |
$55.3K - $56.3K
|
15.1K
$746K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
93.4KNew |
$4.53M - $4.61M
|
93.4K
$4.6M
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
68+ 0.55% |
$3.3K - $3.36K
|
12.4K
$610K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
5.3KNew |
$257K - $262K
|
5.3K
$261K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
94+ 2.12% |
$4.56K - $4.64K
|
4.53K
$223K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-745- 10.45% |
$36.1K - $36.8K
|
6.39K
$315K
|
|
| Q1 2025 | |||||||
|
Jun 02, 2025
Q1 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
SELL
|
- |
-1.35K- 7.61% |
$65.3K - $66.5K
|
16.4K
$808K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
400New |
$19.3K - $19.7K
|
400
$19.7K
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
9+ 0.14% |
$435 - $443
|
6.67K
$329K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
86.8K+ 37743.91% |
$4.19M - $4.27M
|
87K
$4.29M
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-74.7K- 98.66% |
$3.61M - $3.68M
|
1.01K
$49.8K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-172K- 57.46% |
$8.33M - $8.49M
|
128K
$6.29M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-374- 2.47% |
$18.1K - $18.4K
|
14.8K
$727K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
35K+ 236.85% |
$1.69M - $1.72M
|
49.8K
$2.45M
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.11K- 4.07% |
$53.7K - $54.7K
|
26.2K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
133K+ 10.62% |
$6.41M - $6.53M
|
1.38M
$68.1M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.02K+ 12.35% |
$97.6K - $99.5K
|
18.4K
$906K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
21K+ 7.84% |
$1.02M - $1.04M
|
289K
$14.3M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
23K+ 4.7% |
$1.11M - $1.13M
|
513K
$25.3M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
41.4K+ 15.34% |
$2M - $2.04M
|
311K
$15.3M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-18.1K- 31.55% |
$875K - $892K
|
39.3K
$1.94M
|
|