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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-15.3K- 69.95% |
$741K - $754K
|
6.56K
$328K
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-556- 5.76% |
$27K - $27.4K
|
9.09K
$455K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-71.4K- 36.68% |
$3.46M - $3.52M
|
123K
$6.17M
|
|
|
Jul 22, 2025
Q2 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
305New |
$14.8K - $15.1K
|
305
$15.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.58K+ 7.2% |
$174K - $177K
|
53.3K
$2.67M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.98K- 5.02% |
$96.2K - $97.9K
|
37.6K
$1.88M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.31K+ 4.58% |
$112K - $114K
|
52.8K
$2.64M
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-3.14K- 12.84% |
$152K - $155K
|
21.3K
$1.07M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
101+ 2.45% |
$4.9K - $4.98K
|
4.23K
$212K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-44.8K- 22.79% |
$2.17M - $2.21M
|
152K
$7.59M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-15- 5.02% |
$728 - $740
|
284
$14.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
17.4KNew |
$846K - $861K
|
17.4K
$873K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-6.15K- 2.3% |
$298K - $304K
|
261K
$13.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-6.71K- 14.96% |
$326K - $331K
|
38.1K
$1.91M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-54- 10.04% |
$2.62K - $2.66K
|
484
$24.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-3.25K- 2.08% |
$158K - $160K
|
153K
$7.67M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
20+ 1.08% |
$970 - $987
|
1.86K
$93.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-56- 1.31% |
$2.72K - $2.76K
|
4.21K
$211K
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
6.28K+ 18.33% |
$305K - $310K
|
40.6K
$2.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
11.6K+ 79.88% |
$563K - $573K
|
26.1K
$1.31M
|
|
|
Jul 14, 2025
Q2 2025
|
Capital Cs Group, LLC
|
SELL
|
- |
-465- 4.89% |
$22.6K - $22.9K
|
9.04K
$453K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.3K- 99.39% |
$63K - $64.1K
|
8
$400
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-62- 1.25% |
$3.01K - $3.06K
|
4.9K
$245K
|
|
|
Jul 09, 2025
Q2 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
100+ 0.61% |
$4.85K - $4.94K
|
16.5K
$825K
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
16.5KNew |
$799K - $813K
|
16.5K
$825K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
4K+ 3.58% |
$194K - $197K
|
116K
$5.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
63+ 0.4% |
$3.06K - $3.11K
|
16K
$801K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
10.6KNew |
$512K - $521K
|
10.6K
$528K
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-11.9K- 5.63% |
$577K - $587K
|
199K
$9.99M
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-787- 1.09% |
$38.2K - $38.8K
|
71.1K
$3.56M
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
13.3K+ 13.53% |
$647K - $658K
|
112K
$5.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
93.4KNew |
$4.53M - $4.61M
|
93.4K
$4.68M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
593+ 15.9% |
$28.8K - $29.3K
|
4.32K
$216K
|
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-1.14K- 7.01% |
$55.3K - $56.3K
|
15.1K
$758K
|
|
| Q1 2025 | |||||||
|
Aug 08, 2025
Q1 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
1.87K+ 71.58% |
$90.4K - $92.1K
|
4.49K
$225K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
400New |
$19.3K - $19.7K
|
400
$20K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-74.7K- 98.66% |
$3.61M - $3.68M
|
1.01K
$50.6K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.26K- 2.61% |
$60.9K - $62K
|
46.9K
$2.35M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-351- 96.96% |
$17K - $17.3K
|
11
$551
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
4.62K+ 6.77% |
$223K - $227K
|
72.8K
$3.64M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
63.3KNew |
$3.06M - $3.11M
|
63.3K
$3.17M
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-69K- 49.88% |
$3.33M - $3.4M
|
69.3K
$3.47M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
200New |
$9.66K - $9.85K
|
200
$10K
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
32New |
$1.55K - $1.58K
|
32
$1.6K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2- 5.41% |
$96.6 - $98.5
|
35
$1.75K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
131New |
$6.33K - $6.45K
|
131
$6.56K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
12+ 1.04% |
$580 - $591
|
1.17K
$58.3K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-731- 95.43% |
$35.3K - $36K
|
35
$1.75K
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
4.25KNew |
$206K - $209K
|
4.25K
$213K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
1.68KNew |
$81.1K - $82.6K
|
1.68K
$84K
|
|