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, 2025
Q1 2025
|
Cypress Capital Group
|
BUY
|
- |
10.9K+ 51.15% |
$527K - $537K
|
32.3K
$1.59M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-529- 9.7% |
$25.6K - $26K
|
4.93K
$243K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
8.88KNew |
$429K - $437K
|
8.88K
$437K
|
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
8New |
$386 - $394
|
8
$394
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
12.7K+ 7.98% |
$611K - $623K
|
171K
$8.44M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.01K- 43.1% |
$145K - $148K
|
3.97K
$196K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
173K+ 21.07% |
$8.38M - $8.54M
|
996K
$49.1M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-521- 1.08% |
$25.2K - $25.6K
|
47.7K
$2.35M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
33.8K+ 77.12% |
$1.63M - $1.66M
|
77.5K
$3.82M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
9+ 0.21% |
$435 - $443
|
4.24K
$209K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.49K- 4.91% |
$71.8K - $73.2K
|
28.8K
$1.42M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
6.36K+ 4.63% |
$307K - $313K
|
144K
$7.08M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-53- 0.77% |
$2.56K - $2.61K
|
6.79K
$334K
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
7.79K+ 19.22% |
$376K - $383K
|
48.3K
$2.38M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.73K- 6.38% |
$373K - $380K
|
113K
$5.59M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.2K+ 265.77% |
$541K - $551K
|
15.4K
$759K
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
4.27K+ 7.69% |
$206K - $210K
|
59.9K
$2.95M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2.79K- 45.18% |
$135K - $137K
|
3.39K
$167K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
737+ 7.31% |
$35.6K - $36.3K
|
10.8K
$533K
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
SELL
|
- |
-797- 3.51% |
$38.5K - $39.2K
|
21.9K
$1.08M
|
|
|
May 08, 2025
Q1 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
2.62K+ 2.16% |
$127K - $129K
|
124K
$6.12M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-436- 7.91% |
$21.1K - $21.5K
|
5.08K
$250K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
40+ 0.46% |
$1.93K - $1.97K
|
8.79K
$433K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
124K+ 37.3% |
$5.97M - $6.09M
|
455K
$22.4M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
22K+ 3.04% |
$1.06M - $1.08M
|
746K
$36.8M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
11.8K+ 51.5% |
$572K - $582K
|
34.8K
$1.71M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
255New |
$12.3K - $12.6K
|
255
$12.6K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
27.3K+ 26.13% |
$1.32M - $1.34M
|
132K
$6.49M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-443- 0.18% |
$21.4K - $21.8K
|
252K
$12.4M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.74K- 5.89% |
$84.1K - $85.7K
|
27.8K
$1.37M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-1.24K- 46.61% |
$59.9K - $61K
|
1.42K
$69.9K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-19.7K- 0.21% |
$950K - $968K
|
9.25M
$456M
|
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
15.8KNew |
$763K - $778K
|
15.8K
$778K
|
|
|
May 07, 2025
Q1 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
259+ 0.9% |
$12.5K - $12.8K
|
28.9K
$1.42M
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-156- 2.63% |
$7.54K - $7.68K
|
5.77K
$284K
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
3.66K+ 13.44% |
$177K - $180K
|
30.9K
$1.52M
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
25.6KNew |
$1.24M - $1.26M
|
25.6K
$1.26M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.46K- 2.53% |
$70.4K - $71.8K
|
56.1K
$2.76M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.95K+ 4.95% |
$94.1K - $95.9K
|
41.3K
$2.03M
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
SELL
|
- |
-2.73K- 20.44% |
$132K - $134K
|
10.6K
$523K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
9.72KNew |
$470K - $479K
|
9.72K
$479K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-907- 0.3% |
$43.8K - $44.7K
|
303K
$15M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-11.3K- 0.66% |
$547K - $558K
|
1.71M
$84.4M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.92K- 1.08% |
$141K - $144K
|
267K
$13.2M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
26K+ 12.99% |
$1.26M - $1.28M
|
226K
$11.1M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
135KNew |
$6.54M - $6.66M
|
135K
$6.67M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-758- 0.92% |
$36.6K - $37.3K
|
81.7K
$4.03M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
166+ 2.84% |
$8.02K - $8.17K
|
6.01K
$296K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
20.9K+ 4.61% |
$1.01M - $1.03M
|
475K
$23.4M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
7.2K+ 1.02% |
$348K - $355K
|
712K
$35.1M
|