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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
272+ 32.97% |
$13.2K - $13.4K
|
1.1K
$54.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
BUY
|
- |
4.49KNew |
$218K - $221K
|
4.49K
$225K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-214K- 44.96% |
$10.4M - $10.5M
|
261K
$13.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-33.1K- 26.84% |
$1.61M - $1.63M
|
90.2K
$4.52M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.13K- 13.34% |
$200K - $204K
|
26.8K
$1.34M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-320- 3.71% |
$15.5K - $15.8K
|
8.31K
$416K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.88K+ 2.36% |
$91.1K - $92.7K
|
81.7K
$4.09M
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.01K+ 23.78% |
$48.9K - $49.8K
|
5.25K
$263K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
35.9KNew |
$1.74M - $1.77M
|
35.9K
$1.79M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.66K- 25.93% |
$372K - $378K
|
21.9K
$1.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-5.24K- 28.01% |
$254K - $258K
|
13.5K
$674K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
61New |
$2.96K - $3.01K
|
61
$3.05K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.83K- 1.25% |
$428K - $436K
|
697K
$34.9M
|
|
|
Aug 08, 2025
Q2 2025
|
1776 Wealth LLC
|
SELL
|
- |
-1.85K- 15.94% |
$89.7K - $91.3K
|
9.76K
$488K
|
|
|
Aug 08, 2025
Q2 2025
|
Petix & Botte CO
|
SELL
|
- |
-18K- 6.1% |
$873K - $889K
|
277K
$13.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-928- 18.8% |
$45K - $45.8K
|
4.01K
$201K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.63K- 0.52% |
$79.2K - $80.6K
|
311K
$15.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5+ 0.08% |
$243 - $247
|
6.11K
$306K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-443- 11.15% |
$21.5K - $21.9K
|
3.53K
$177K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-200- 39.6% |
$9.7K - $9.87K
|
305
$15.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.93KNew |
$482K - $490K
|
9.93K
$497K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-9.63K- 4.86% |
$467K - $475K
|
189K
$9.44M
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-925- 29.86% |
$44.9K - $45.6K
|
2.17K
$109K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
5+ 0.11% |
$243 - $247
|
4.64K
$232K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
575+ 0.23% |
$27.9K - $28.4K
|
250K
$12.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.24K- 23.99% |
$205K - $209K
|
13.4K
$672K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
129K+ 7.52% |
$6.24M - $6.35M
|
1.84M
$92.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-4.93K- 1.95% |
$239K - $243K
|
248K
$12.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
18K+ 5.93% |
$873K - $888K
|
321K
$16.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-685- 9.22% |
$33.2K - $33.8K
|
6.75K
$338K
|
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-72- 0.14% |
$3.49K - $3.55K
|
50.7K
$2.54M
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-220- 1.49% |
$10.7K - $10.9K
|
14.5K
$727K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-4.62K- 3.41% |
$224K - $228K
|
131K
$6.54M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
7.12K+ 7.26% |
$345K - $351K
|
105K
$5.27M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
25.1K+ 8.14% |
$1.22M - $1.24M
|
333K
$16.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.27K- 14.49% |
$159K - $161K
|
19.3K
$966K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
23+ 0.21% |
$1.12K - $1.14K
|
11.1K
$555K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
SELL
|
- |
-2.05K- 13.09% |
$99.5K - $101K
|
13.6K
$682K
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
8.76KNew |
$425K - $432K
|
8.76K
$439K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.45K- 30.35% |
$70.4K - $71.6K
|
3.33K
$167K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-10.8K- 19.21% |
$523K - $532K
|
45.3K
$2.27M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-3.06K- 7.42% |
$149K - $151K
|
38.2K
$1.91M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
185K+ 104.02% |
$8.98M - $9.14M
|
363K
$18.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-70.1K- 13.65% |
$3.4M - $3.46M
|
443K
$22.2M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-38- 0.56% |
$1.84K - $1.88K
|
6.77K
$339K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-48.1K- 33.91% |
$2.33M - $2.38M
|
93.8K
$4.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-122- 0.44% |
$5.92K - $6.02K
|
27.7K
$1.39M
|
|
|
Aug 05, 2025
Q2 2025
|
Holistic Financial Partners
|
SELL
|
- |
-6.08K- 57.32% |
$295K - $300K
|
4.53K
$227K
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-634- 7.88% |
$30.7K - $31.3K
|
7.41K
$371K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
582+ 3.02% |
$28.2K - $28.7K
|
19.8K
$992K
|