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 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.97K+ 2.66% |
$385K - $393K
|
308K
$15.2M
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
22K+ 7.93% |
$1.06M - $1.08M
|
299K
$14.7M
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-7.74K- 2.44% |
$374K - $381K
|
309K
$15.2M
|
|
|
May 05, 2025
Q1 2025
|
1776 Wealth LLC
|
SELL
|
- |
-1.95K- 14.38% |
$94.2K - $96K
|
11.6K
$572K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-264- 1.66% |
$12.8K - $13K
|
15.7K
$772K
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-510- 5.7% |
$24.6K - $25.1K
|
8.43K
$415K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
16.9K+ 11.07% |
$815K - $831K
|
169K
$8.34M
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
3.55K+ 2.73% |
$172K - $175K
|
134K
$6.58M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.3K+ 40.71% |
$353K - $360K
|
25.2K
$1.24M
|
|
|
May 05, 2025
Q1 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
49.3KNew |
$2.38M - $2.43M
|
49.3K
$2.43M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-30.4K- 13.3% |
$1.47M - $1.5M
|
198K
$9.77M
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
72New |
$3.48K - $3.54K
|
72
$3.55K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-264- 5.08% |
$12.8K - $13K
|
4.94K
$243K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-8.98K- 15.71% |
$434K - $442K
|
48.2K
$2.37M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.25K- 1.56% |
$109K - $111K
|
142K
$6.99M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-63- 10.08% |
$3.04K - $3.1K
|
562
$27.7K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-42- 0.44% |
$2.03K - $2.07K
|
9.46K
$466K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5.57K+ 69675.0% |
$269K - $274K
|
5.58K
$275K
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
407+ 5.49% |
$19.7K - $20K
|
7.83K
$386K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-27.5K- 6.89% |
$1.33M - $1.35M
|
372K
$18.3M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
13.5K+ 4.05% |
$650K - $662K
|
345K
$17M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.9K+ 2.78% |
$528K - $538K
|
405K
$19.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-9.47K- 61.94% |
$458K - $466K
|
5.82K
$287K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-13.2K- 8.84% |
$638K - $650K
|
136K
$6.71M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
519+ 6.9% |
$25.1K - $25.6K
|
8.04K
$396K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
352+ 1.62% |
$17K - $17.3K
|
22.1K
$1.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-9.66K- 46.59% |
$467K - $476K
|
11.1K
$546K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
27KNew |
$1.3M - $1.33M
|
27K
$1.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.42K+ 7.06% |
$68.7K - $70.1K
|
21.6K
$1.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-15.7K- 23.77% |
$757K - $772K
|
50.3K
$2.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
36.6K+ 5.18% |
$1.77M - $1.8M
|
742K
$36.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
2.3K+ 1.76% |
$111K - $113K
|
133K
$6.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-27.5K- 5.9% |
$1.33M - $1.35M
|
438K
$21.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.68K- 30.53% |
$130K - $132K
|
6.1K
$301K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.21K- 29.43% |
$107K - $109K
|
5.3K
$261K
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.49K+ 4.09% |
$72.1K - $73.5K
|
38K
$1.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-40K- 4.13% |
$1.93M - $1.97M
|
928K
$45.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
145+ 6.06% |
$7K - $7.14K
|
2.54K
$125K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
8.19KNew |
$396K - $403K
|
8.19K
$404K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-30- 1.67% |
$1.45K - $1.48K
|
1.76K
$86.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
105K+ 200.3% |
$5.05M - $5.15M
|
157K
$7.72M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-35- 0.07% |
$1.69K - $1.72K
|
52.4K
$2.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
2.94K+ 2.08% |
$142K - $145K
|
144K
$7.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.77KNew |
$85.7K - $87.3K
|
1.77K
$87.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
805+ 9.86% |
$38.9K - $39.6K
|
8.97K
$442K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.44K- 3.83% |
$118K - $120K
|
61.2K
$3.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.58K- 10.25% |
$125K - $127K
|
22.6K
$1.11M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-195- 2.78% |
$9.42K - $9.6K
|
6.81K
$335K
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
4.13KNew |
$199K - $203K
|
4.13K
$203K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
24.1K+ 18.75% |
$1.16M - $1.18M
|
152K
$7.51M
|