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 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
7.41K+ 1.63% |
$358K - $365K
|
463K
$22.8M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.26K- 2.61% |
$60.9K - $62K
|
46.9K
$2.31M
|
|
|
May 15, 2025
Q1 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
25.9K+ 64.31% |
$1.25M - $1.28M
|
66.2K
$3.26M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
24+ 0.24% |
$1.16K - $1.18K
|
9.95K
$490K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.88K+ 11.44% |
$236K - $240K
|
47.5K
$2.34M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-351- 96.96% |
$17K - $17.3K
|
11
$542
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
85.8K+ 84.24% |
$4.14M - $4.22M
|
188K
$9.24M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-14.9K- 2.91% |
$721K - $735K
|
497K
$24.5M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
10.4K+ 32.71% |
$501K - $511K
|
42.1K
$2.07M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.08K+ 7.2% |
$100K - $102K
|
31K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-1.51K- 18.37% |
$72.9K - $74.3K
|
6.71K
$331K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
820K+ 6.79% |
$39.6M - $40.3M
|
12.9M
$635M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
14.3K+ 13.4% |
$689K - $703K
|
121K
$5.95M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.61KNew |
$223K - $227K
|
4.61K
$227K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
200New |
$9.66K - $9.85K
|
200
$9.85K
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-69K- 49.88% |
$3.33M - $3.4M
|
69.3K
$3.42M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.02K+ 5.87% |
$49.2K - $50.1K
|
18.4K
$905K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.11K+ 67.39% |
$343K - $350K
|
17.7K
$870K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
1K+ 25.0% |
$48.3K - $49.2K
|
5K
$246K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
63.3KNew |
$3.06M - $3.11M
|
63.3K
$3.12M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
908+ 17.86% |
$43.9K - $44.7K
|
5.99K
$295K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
4.62K+ 6.77% |
$223K - $227K
|
72.8K
$3.59M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
2.18K+ 7.47% |
$105K - $107K
|
31.4K
$1.55M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-129K- 4.7% |
$6.22M - $6.33M
|
2.61M
$129M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
15.4K+ 6.2% |
$742K - $756K
|
263K
$13M
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
9.34KNew |
$451K - $460K
|
9.34K
$460K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
4.92K+ 34.49% |
$238K - $242K
|
19.2K
$946K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6.47KNew |
$313K - $318K
|
6.47K
$319K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-56K- 82.95% |
$2.7M - $2.75M
|
11.5K
$567K
|
|
|
May 14, 2025
Q1 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-73.3K- 73.19% |
$3.54M - $3.61M
|
26.8K
$1.32M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
3.05K+ 8.4% |
$147K - $150K
|
39.4K
$1.94M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-582- 0.19% |
$28.1K - $28.7K
|
312K
$15.4M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
121K+ 94.89% |
$5.86M - $5.98M
|
249K
$12.3M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
144K+ 527.97% |
$6.95M - $7.08M
|
171K
$8.43M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
44.2K+ 23.08% |
$2.13M - $2.17M
|
236K
$11.6M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2- 5.41% |
$96.6 - $98.5
|
35
$1.72K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.22K+ 14.28% |
$107K - $109K
|
17.8K
$877K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
115New |
$5.56K - $5.66K
|
115
$5.67K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-151- 2.94% |
$7.29K - $7.43K
|
4.98K
$245K
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
575+ 5.49% |
$27.8K - $28.3K
|
11.1K
$545K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
629+ 3.66% |
$30.4K - $31K
|
17.8K
$879K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
93.7K+ 13.34% |
$4.53M - $4.61M
|
796K
$39.2M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
23.2K+ 13.65% |
$1.12M - $1.14M
|
193K
$9.52M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
96.5K+ 42.38% |
$4.66M - $4.75M
|
324K
$16M
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
32New |
$1.55K - $1.58K
|
32
$1.58K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-29.8K- 23.96% |
$1.44M - $1.47M
|
94.7K
$4.67M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
93.3KNew |
$4.51M - $4.59M
|
93.3K
$4.6M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-16K- 20.95% |
$773K - $788K
|
60.4K
$2.97M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-6.49K- 54.45% |
$313K - $319K
|
5.43K
$267K
|
|
|
May 14, 2025
Q1 2025
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
713+ 6.03% |
$34.4K - $35.1K
|
12.5K
$618K
|