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 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-33.1KClosed |
$1.6M - $1.63M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
3.27K+ 4.28% |
$158K - $161K
|
79.6K
$3.92M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-173- 3.39% |
$8.36K - $8.52K
|
4.94K
$243K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11.2KNew |
$541K - $552K
|
11.2K
$552K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.25K- 4.69% |
$205K - $209K
|
86.3K
$4.25M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.45K+ 7.76% |
$360K - $367K
|
103K
$5.09M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-64.6K- 6.13% |
$3.12M - $3.18M
|
990K
$48.8M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13K+ 6.78% |
$626K - $638K
|
204K
$10.1M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
12+ 1.04% |
$580 - $591
|
1.17K
$57.4K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-264- 2.15% |
$12.8K - $13K
|
12K
$591K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
131New |
$6.33K - $6.45K
|
131
$6.45K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.77K- 15.71% |
$85.3K - $86.9K
|
9.48K
$467K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-805- 1.99% |
$38.9K - $39.6K
|
39.6K
$1.95M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
9.32K+ 5.53% |
$450K - $459K
|
178K
$8.77M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-731- 95.43% |
$35.3K - $36K
|
35
$1.72K
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
4.25KNew |
$206K - $209K
|
4.25K
$210K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
231K+ 4.76% |
$11.2M - $11.4M
|
5.08M
$251M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.5K+ 53.52% |
$602K - $613K
|
35.7K
$1.76M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.78K- 12.26% |
$183K - $186K
|
27K
$1.33M
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-467- 8.39% |
$22.6K - $23K
|
5.1K
$251K
|
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-91- 0.93% |
$4.4K - $4.48K
|
9.65K
$475K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
32.4K+ 5.4% |
$1.57M - $1.6M
|
633K
$31.2M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-100- 0.47% |
$4.83K - $4.92K
|
21.2K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
60.7KNew |
$2.93M - $2.99M
|
60.7K
$2.99M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-24.1K- 0.58% |
$1.16M - $1.19M
|
4.13M
$203M
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
7.96KNew |
$385K - $392K
|
7.96K
$392K
|
|
|
May 13, 2025
Q1 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-245- 1.11% |
$11.8K - $12.1K
|
21.8K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
SELL
|
- |
-51.2K- 14.78% |
$2.47M - $2.52M
|
295K
$14.5M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
53.5K+ 46.16% |
$2.58M - $2.63M
|
169K
$8.35M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-9.13K- 23.59% |
$441K - $449K
|
29.6K
$1.46M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
343K+ 11.2% |
$16.6M - $16.9M
|
3.41M
$168M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
88.8K+ 10.07% |
$4.29M - $4.37M
|
970K
$47.8M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-274K- 84.39% |
$13.3M - $13.5M
|
50.7K
$2.5M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
71.3K+ 73.07% |
$3.45M - $3.51M
|
169K
$8.32M
|
|
|
May 12, 2025
Q1 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
2.09K+ 6.5% |
$101K - $103K
|
34.2K
$1.69M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-818- 9.23% |
$39.5K - $40.3K
|
8.04K
$396K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-8- 0.06% |
$386 - $394
|
14K
$688K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-618- 0.48% |
$29.9K - $30.4K
|
129K
$6.35M
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
110+ 19.2% |
$5.31K - $5.42K
|
683
$33.7K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
8.55K+ 91.75% |
$413K - $421K
|
17.9K
$881K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
10.7K+ 13.54% |
$517K - $527K
|
89.8K
$4.42M
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
14.1K+ 15.03% |
$681K - $694K
|
108K
$5.32M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
1.68KNew |
$81.1K - $82.6K
|
1.68K
$82.7K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
340K+ 92.89% |
$16.4M - $16.7M
|
706K
$34.8M
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
14.4K+ 22.0% |
$695K - $708K
|
79.8K
$3.93M
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-7K- 27.14% |
$338K - $344K
|
18.8K
$925K
|
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
8.98KNew |
$434K - $442K
|
8.98K
$442K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.72K+ 12.55% |
$228K - $232K
|
42.3K
$2.09M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-8.84K- 54.34% |
$427K - $435K
|
7.43K
$366K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-242K- 66.26% |
$11.7M - $11.9M
|
123K
$6.08M
|