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 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.58K- 7.65% |
$76.2K - $77.6K
|
19K
$938K
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
426+ 1.6% |
$20.6K - $21K
|
27.1K
$1.33M
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
11.3KNew |
$545K - $556K
|
11.3K
$556K
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
9.7KNew |
$469K - $478K
|
9.7K
$478K
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.54K- 51.48% |
$268K - $273K
|
5.22K
$257K
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.81K+ 21.12% |
$426K - $434K
|
50.5K
$2.49M
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
SELL
|
- |
-103- 0.64% |
$4.98K - $5.07K
|
16K
$790K
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-110- 2.53% |
$5.31K - $5.42K
|
4.25K
$209K
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
14.3K+ 6.32% |
$689K - $703K
|
240K
$11.8M
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
279New |
$13.5K - $13.7K
|
279
$13.7K
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-66- 0.63% |
$3.19K - $3.25K
|
10.3K
$509K
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-10- 0.24% |
$483 - $492
|
4.2K
$207K
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
11+ 0.16% |
$531 - $542
|
6.75K
$333K
|
|
Q4 2024 | |||||||
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
551New |
$26.7K - $27.3K
|
551
$27.1K
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
56.6KNew |
$2.74M - $2.8M
|
56.6K
$2.79M
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-197K- 29.21% |
$9.57M - $9.76M
|
478K
$23.6M
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
203New |
$9.84K - $10K
|
203
$10K
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
11New |
$533 - $544
|
11
$542
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
103New |
$4.99K - $5.1K
|
103
$5.07K
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.93K- 20.44% |
$142K - $145K
|
11.4K
$562K
|
|
Feb 14, 2025
Q4 2024
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
303KNew |
$14.7M - $15M
|
303K
$14.9M
|
|
Feb 14, 2025
Q4 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
3.35K+ 1.34% |
$163K - $166K
|
253K
$12.5M
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.29KNew |
$256K - $261K
|
5.29K
$260K
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.1KNew |
$540K - $551K
|
11.1K
$549K
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
5.94KNew |
$288K - $294K
|
5.94K
$292K
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
28.4KNew |
$1.38M - $1.41M
|
28.4K
$1.4M
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
107KNew |
$5.17M - $5.27M
|
107K
$5.25M
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-5- 8.06% |
$242 - $247
|
57
$2.81K
|
|
Feb 13, 2025
Q4 2024
|
Concentrum Wealth Management
|
SELL
|
- |
-4.9K- 23.67% |
$238K - $242K
|
15.8K
$778K
|
|
Feb 13, 2025
Q4 2024
|
Chiron Capital Management, LLC
|
SELL
|
- |
-2K- 20.96% |
$97K - $98.9K
|
7.54K
$372K
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
5.37KNew |
$260K - $266K
|
5.37K
$265K
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
77New |
$3.73K - $3.81K
|
77
$3.79K
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
51.7KNew |
$2.51M - $2.56M
|
51.7K
$2.55M
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
18.6KNew |
$903K - $922K
|
18.6K
$918K
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-429- 26.16% |
$20.8K - $21.2K
|
1.21K
$59.7K
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-93.4KClosed |
$4.53M - $4.62M
|
0
$0
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
884+ 46.33% |
$42.9K - $43.7K
|
2.79K
$138K
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-31- 0.36% |
$1.5K - $1.53K
|
8.51K
$419K
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-14.1K- 55.83% |
$685K - $699K
|
11.2K
$551K
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-6- 5.36% |
$291 - $297
|
106
$5.22K
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-211- 4.2% |
$10.2K - $10.4K
|
4.81K
$237K
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-3.56K- 1.37% |
$172K - $176K
|
255K
$12.6M
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
56New |
$2.71K - $2.77K
|
56
$2.76K
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-52- 3.0% |
$2.52K - $2.57K
|
1.68K
$82.7K
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-13- 0.02% |
$630 - $643
|
79.9K
$3.94M
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.91K- 97.35% |
$92.7K - $94.6K
|
52
$2.56K
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-88- 0.33% |
$4.27K - $4.35K
|
26.8K
$1.32M
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-151- 2.57% |
$7.32K - $7.47K
|
5.72K
$282K
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-216- 4.69% |
$10.5K - $10.7K
|
4.39K
$216K
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.78K- 3.95% |
$86.4K - $88.2K
|
43.4K
$2.14M
|