Latest Institutional Purchases of First Tr ETF Fd Iv First Tr Lo (LMBS)
This list provides information on the latest institutional transactions involving First Tr ETF Fd Iv First Tr Lo (LMBS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.29M+ 13.98% |
$62.7M - $63.8M
|
10.5M
$522M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
835K+ 20.21% |
$40.5M - $41.2M
|
4.96M
$246M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
554K+ 4.3% |
$26.9M - $27.3M
|
13.4M
$666M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
249K+ 18.01% |
$12.1M - $12.3M
|
1.63M
$80.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
196KNew |
$9.52M - $9.69M
|
196K
$9.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
185K+ 5.43% |
$8.98M - $9.14M
|
3.6M
$178M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
185K+ 104.02% |
$8.98M - $9.14M
|
363K
$18M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
178K+ 139.44% |
$8.63M - $8.78M
|
306K
$15.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
176KNew |
$8.52M - $8.67M
|
176K
$8.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
174K+ 92.47% |
$8.41M - $8.56M
|
361K
$17.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
129K+ 7.52% |
$6.24M - $6.35M
|
1.84M
$91.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
118KNew |
$5.71M - $5.81M
|
118K
$5.83M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
113K+ 11.45% |
$5.5M - $5.59M
|
1.1M
$54.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
95.7K+ 1.88% |
$4.64M - $4.72M
|
5.18M
$257M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
93.4KNew |
$4.53M - $4.61M
|
93.4K
$4.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
65.7K+ 75.43% |
$3.18M - $3.24M
|
153K
$7.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
55KNew |
$2.67M - $2.71M
|
55K
$2.72M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
54.9K+ 32.41% |
$2.66M - $2.71M
|
224K
$11.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
50.4K+ 264.71% |
$2.44M - $2.49M
|
69.4K
$3.44M
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
47K+ 130.97% |
$2.28M - $2.32M
|
82.8K
$4.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
42K+ 4.52% |
$2.04M - $2.07M
|
970K
$48.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
41.4K+ 68.63% |
$2.01M - $2.04M
|
102K
$5.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
37.4K+ 4.69% |
$1.81M - $1.84M
|
833K
$41.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
36.2K+ 598.2% |
$1.76M - $1.79M
|
42.3K
$2.09M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
35.9KNew |
$1.74M - $1.77M
|
35.9K
$1.78M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
33.5K+ 4.51% |
$1.62M - $1.65M
|
776K
$38.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
29.4KNew |
$1.43M - $1.45M
|
29.4K
$1.46M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
28.5K+ 10.21% |
$1.38M - $1.41M
|
308K
$15.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
25.9K+ 11.44% |
$1.25M - $1.28M
|
252K
$12.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
25.1K+ 8.14% |
$1.22M - $1.24M
|
333K
$16.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
24.8KNew |
$1.2M - $1.22M
|
24.8K
$1.23M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
24.3K+ 3.41% |
$1.18M - $1.2M
|
736K
$36.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
23.9K+ 266.07% |
$1.16M - $1.18M
|
32.9K
$1.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
23.5K+ 40.74% |
$1.14M - $1.16M
|
81.1K
$4.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
20.9K+ 81.26% |
$1.01M - $1.03M
|
46.6K
$2.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
20.8K+ 2.15% |
$1.01M - $1.03M
|
991K
$49.1M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
20.5K+ 7.08% |
$994K - $1.01M
|
310K
$15.4M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
18.8K+ 52.66% |
$912K - $928K
|
54.5K
$2.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
18.5K+ 43.95% |
$897K - $913K
|
60.6K
$3M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.1KNew |
$876K - $891K
|
18.1K
$895K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
18K+ 5.93% |
$873K - $888K
|
321K
$15.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
17.5K+ 4.02% |
$850K - $864K
|
453K
$22.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
17.4KNew |
$846K - $861K
|
17.4K
$864K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
17.1KNew |
$827K - $842K
|
17.1K
$845K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
16.6K+ 18.53% |
$807K - $821K
|
106K
$5.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
16.5KNew |
$799K - $813K
|
16.5K
$816K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.2KNew |
$785K - $799K
|
16.2K
$802K
|
|
|
Jul 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
16.1KNew |
$782K - $796K
|
16.1K
$799K
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
BUY
|
- |
15.1K+ 55.78% |
$730K - $743K
|
42K
$2.08M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
14.4K+ 3.17% |
$700K - $712K
|
470K
$23.3M
|