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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
10.5K+ 6.42% |
$506K - $516K
|
174K
$8.56M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.77K- 7.0% |
$85.7K - $87.3K
|
23.6K
$1.16M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-10.2K- 4.96% |
$495K - $505K
|
196K
$9.68M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-83.2K- 29.95% |
$4.02M - $4.1M
|
195K
$9.59M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-608- 9.54% |
$29.4K - $29.9K
|
5.77K
$284K
|
|
|
Apr 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
10.6K+ 120.99% |
$512K - $522K
|
19.4K
$954K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-4.78K- 50.0% |
$231K - $235K
|
4.78K
$236K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
16.4K+ 176.04% |
$792K - $807K
|
25.7K
$1.27M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
52+ 1.03% |
$2.51K - $2.56K
|
5.1K
$251K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-320- 53.07% |
$15.5K - $15.8K
|
283
$13.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-2.84K- 5.91% |
$137K - $140K
|
45.3K
$2.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-852- 13.99% |
$41.2K - $41.9K
|
5.24K
$258K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.9K+ 24.45% |
$140K - $143K
|
14.8K
$727K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
47+ 1.03% |
$2.27K - $2.31K
|
4.6K
$227K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
53.6K+ 200.0% |
$2.59M - $2.64M
|
80.4K
$3.96M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-500- 4.17% |
$24.2K - $24.6K
|
11.5K
$567K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-103K- 79.1% |
$4.96M - $5.06M
|
27.1K
$1.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.1K+ 9.63% |
$53K - $54K
|
12.5K
$615K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-94- 1.99% |
$4.54K - $4.63K
|
4.64K
$229K
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-731- 1.7% |
$35.3K - $36K
|
42.3K
$2.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
SELL
|
- |
-500- 4.81% |
$24.2K - $24.6K
|
9.9K
$488K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
3.65K+ 3.87% |
$176K - $180K
|
98.1K
$4.83M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.11K- 17.84% |
$53.5K - $54.5K
|
5.1K
$251K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-76- 2.31% |
$3.67K - $3.74K
|
3.22K
$159K
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-111- 1.22% |
$5.36K - $5.46K
|
8.99K
$443K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
8.12K+ 10.51% |
$392K - $400K
|
85.4K
$4.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.2K+ 3.82% |
$833K - $848K
|
468K
$23.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
40+ 0.88% |
$1.93K - $1.97K
|
4.56K
$225K
|
|
|
Apr 22, 2025
Q1 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
SELL
|
- |
-2.7K- 16.74% |
$130K - $133K
|
13.4K
$661K
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-283- 3.2% |
$13.7K - $13.9K
|
8.57K
$422K
|
|
|
Apr 22, 2025
Q1 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
5.21K+ 65.31% |
$252K - $256K
|
13.2K
$649K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
11.4K+ 24.63% |
$550K - $560K
|
57.6K
$2.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
80.9K+ 139.71% |
$3.91M - $3.98M
|
139K
$6.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
160K+ 134.16% |
$7.72M - $7.87M
|
279K
$13.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
BUY
|
- |
112+ 0.81% |
$5.41K - $5.51K
|
14K
$689K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
96.7K+ 168.39% |
$4.67M - $4.76M
|
154K
$7.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.33K+ 2.34% |
$209K - $213K
|
190K
$9.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-128- 84.21% |
$6.18K - $6.3K
|
24
$1.18K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-673- 2.66% |
$32.5K - $33.1K
|
24.7K
$1.22M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
30+ 7.67% |
$1.45K - $1.48K
|
421
$20.7K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-62- 0.96% |
$3K - $3.05K
|
6.42K
$316K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-64- 0.41% |
$3.09K - $3.15K
|
15.6K
$767K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-914- 3.09% |
$44.2K - $45K
|
28.7K
$1.41M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
64.7K+ 26.76% |
$3.13M - $3.19M
|
307K
$15.1M
|
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-47.5K- 20.98% |
$2.29M - $2.34M
|
179K
$8.82M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-7.16K- 47.21% |
$346K - $352K
|
8K
$394K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-253- 3.25% |
$12.2K - $12.5K
|
7.54K
$371K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
3.05K+ 22.12% |
$147K - $150K
|
16.8K
$828K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-1.78K- 6.78% |
$85.8K - $87.5K
|
24.4K
$1.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-263- 1.35% |
$12.7K - $12.9K
|
19.2K
$948K
|