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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
126KNew |
$6.09M - $6.21M
|
126K
$6.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
44.2K+ 17.3% |
$2.14M - $2.18M
|
300K
$14.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
41.4K+ 18.12% |
$2.01M - $2.05M
|
270K
$13.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
29.1K+ 11.68% |
$1.41M - $1.44M
|
278K
$13.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Searcy Financial Services Inc
|
BUY
|
- |
22.1K+ 6.16% |
$1.07M - $1.09M
|
381K
$18.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
20.9K+ 21.07% |
$1.01M - $1.03M
|
120K
$5.83M
|
|
|
Jan 10, 2025
Q4 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
15.6K+ 7.96% |
$754K - $769K
|
211K
$10.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
13.5KNew |
$655K - $669K
|
13.5K
$656K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
12.5K+ 31.47% |
$606K - $618K
|
52.2K
$2.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
12.4K+ 35.45% |
$599K - $611K
|
47.2K
$2.29M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11.9KNew |
$575K - $587K
|
11.9K
$576K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.89K+ 3.64% |
$431K - $440K
|
253K
$12.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
6.16K+ 3.16% |
$299K - $305K
|
201K
$9.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.04K+ 26.4% |
$293K - $299K
|
28.9K
$1.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
5.79K+ 4.28% |
$281K - $286K
|
141K
$6.84M
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
5.66K+ 98.93% |
$274K - $280K
|
11.4K
$552K
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
5.66K+ 2.02% |
$274K - $280K
|
285K
$13.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
5.6K+ 13.36% |
$272K - $277K
|
47.5K
$2.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
5.07KNew |
$246K - $251K
|
5.07K
$246K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
5.01K+ 9.64% |
$243K - $248K
|
56.9K
$2.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
4.62KNew |
$224K - $228K
|
4.62K
$224K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
3.78K+ 4.7% |
$183K - $187K
|
84.3K
$4.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
3.74K+ 88.17% |
$181K - $185K
|
7.97K
$387K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
3.71K+ 2.68% |
$180K - $184K
|
142K
$6.91M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3.69K+ 8.85% |
$179K - $182K
|
45.4K
$2.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.89K+ 6.05% |
$140K - $143K
|
50.6K
$2.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
1.46K+ 5.79% |
$70.7K - $72.2K
|
26.6K
$1.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
BUY
|
- |
1.3K+ 10.31% |
$62.9K - $64.2K
|
13.9K
$674K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
838+ 2.07% |
$40.6K - $41.5K
|
41.2K
$2M
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
724+ 4.26% |
$35.1K - $35.8K
|
17.7K
$861K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
686+ 9.51% |
$33.3K - $33.9K
|
7.9K
$384K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
658+ 0.72% |
$31.9K - $32.6K
|
92.1K
$4.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
515+ 6.23% |
$25K - $25.5K
|
8.78K
$426K
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
BUY
|
- |
485+ 3.1% |
$23.5K - $24K
|
16.1K
$783K
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
471+ 2.91% |
$22.8K - $23.3K
|
16.7K
$810K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
469+ 6.16% |
$22.7K - $23.2K
|
8.09K
$392K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
459+ 20.07% |
$22.3K - $22.7K
|
2.75K
$133K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
284New |
$13.8K - $14K
|
284
$13.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
249+ 2.89% |
$12.1K - $12.3K
|
8.86K
$430K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
228New |
$11.1K - $11.3K
|
228
$11.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
214New |
$10.4K - $10.6K
|
214
$10.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
187+ 0.3% |
$9.07K - $9.25K
|
62.5K
$3.03M
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
117+ 1.04% |
$5.67K - $5.79K
|
11.4K
$553K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
106+ 8.17% |
$5.14K - $5.24K
|
1.4K
$68.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
70+ 2.17% |
$3.39K - $3.46K
|
3.3K
$160K
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
46+ 0.31% |
$2.23K - $2.28K
|
15K
$726K
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
39+ 0.87% |
$1.89K - $1.93K
|
4.52K
$219K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5New |
$242 - $247
|
5
$243
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
929K+ 12.17% |
$44.5M - $46.1M
|
8.56M
$415M
|
|