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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
8.63KNew |
$418K - $427K
|
8.63K
$425K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
3.96K+ 4.78% |
$192K - $196K
|
86.9K
$4.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-5.83K- 7.57% |
$283K - $289K
|
71.2K
$3.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.61KNew |
$126K - $129K
|
2.61K
$129K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-988- 7.69% |
$47.9K - $48.9K
|
11.9K
$584K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
12.6K+ 36.13% |
$610K - $623K
|
47.4K
$2.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.88K+ 26.16% |
$188K - $192K
|
18.7K
$921K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 0.45% |
$48.5 - $49.5
|
223
$11K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
972New |
$47.1K - $48.1K
|
972
$47.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-42- 0.8% |
$2.04K - $2.08K
|
5.19K
$256K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
215New |
$10.4K - $10.6K
|
215
$10.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-261- 4.93% |
$12.7K - $12.9K
|
5.03K
$248K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
91.5KNew |
$4.44M - $4.53M
|
91.5K
$4.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.69K- 21.07% |
$81.9K - $83.6K
|
6.33K
$312K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5New |
$242 - $247
|
5
$246
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
13.5KNew |
$655K - $669K
|
13.5K
$666K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
228New |
$11.1K - $11.3K
|
228
$11.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
4.62KNew |
$224K - $228K
|
4.62K
$228K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-721K- 99.27% |
$35M - $35.7M
|
5.33K
$263K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-1.04K- 13.66% |
$50.2K - $51.2K
|
6.54K
$322K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-204- 3.9% |
$9.89K - $10.1K
|
5.02K
$247K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.25K- 29.8% |
$109K - $111K
|
5.3K
$261K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
459+ 20.07% |
$22.3K - $22.7K
|
2.75K
$135K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
12.4K+ 35.45% |
$599K - $611K
|
47.2K
$2.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
214New |
$10.4K - $10.6K
|
214
$10.5K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-561- 8.8% |
$27.2K - $27.8K
|
5.82K
$287K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-160- 1.9% |
$7.76K - $7.92K
|
8.27K
$407K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
5.07KNew |
$246K - $251K
|
5.07K
$250K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-12.5K- 27.76% |
$606K - $618K
|
32.5K
$1.6M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-21.7K- 37.95% |
$1.05M - $1.07M
|
35.5K
$1.75M
|
|
| Q3 2024 | |||||||
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.33K- 47.27% |
$303K - $314K
|
7.06K
$348K
|
|
|
Nov 15, 2024
Q3 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
52.9KNew |
$2.54M - $2.62M
|
52.9K
$2.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-27- 0.35% |
$1.29K - $1.34K
|
7.76K
$382K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-15- 1.79% |
$719 - $744
|
825
$40.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
12.8KNew |
$613K - $634K
|
12.8K
$630K
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-181- 0.37% |
$8.68K - $8.98K
|
48.5K
$2.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-53.5K- 84.86% |
$2.57M - $2.65M
|
9.55K
$470K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
47.6K+ 2228.26% |
$2.28M - $2.36M
|
49.8K
$2.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
BUY
|
- |
8.56KNew |
$410K - $425K
|
8.56K
$422K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4- 1.25% |
$192 - $198
|
317
$15.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3.08KNew |
$147K - $153K
|
3.08K
$152K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.22K- 10.48% |
$58.6K - $60.7K
|
10.4K
$515K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-6.99K- 62.32% |
$335K - $347K
|
4.23K
$208K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-26K- 9.53% |
$1.25M - $1.29M
|
247K
$12.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-45- 0.34% |
$2.16K - $2.23K
|
13K
$641K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
162+ 6.34% |
$7.77K - $8.04K
|
2.72K
$134K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-6.53K- 2.93% |
$313K - $324K
|
217K
$10.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.6KNew |
$76.7K - $79.4K
|
1.6K
$78.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
343New |
$16.4K - $17K
|
343
$16.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-15- 1.79% |
$719 - $744
|
825
$40.6K
|
|