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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.07MNew |
$149M - $152M
|
3.07M
$150M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
740K+ 75.1% |
$35.9M - $36.6M
|
1.72M
$84.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
709K+ 8.28% |
$34.4M - $35.1M
|
9.27M
$453M
|
|
|
Feb 14, 2025
Q4 2024
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
303KNew |
$14.7M - $15M
|
303K
$14.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
242KNew |
$11.7M - $12M
|
242K
$11.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
240K+ 801.61% |
$11.6M - $11.9M
|
270K
$13.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
226K+ 1067.97% |
$11M - $11.2M
|
248K
$12.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
223K+ 204.43% |
$10.8M - $11M
|
332K
$16.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
221K+ 94.95% |
$10.7M - $10.9M
|
454K
$22.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
220K+ 150.84% |
$10.7M - $10.9M
|
365K
$17.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
195K+ 31.04% |
$9.45M - $9.64M
|
823K
$40.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
132K+ 2.8% |
$6.41M - $6.54M
|
4.85M
$237M
|
|
|
Feb 03, 2025
Q4 2024
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
131KNew |
$6.34M - $6.47M
|
131K
$6.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
130KNew |
$6.3M - $6.43M
|
130K
$6.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
126KNew |
$6.09M - $6.21M
|
126K
$6.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
123K+ 31.64% |
$5.97M - $6.09M
|
512K
$25M
|
|
|
Feb 13, 2025
Q4 2024
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
121KNew |
$5.89M - $6.01M
|
121K
$5.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
115KNew |
$5.58M - $5.7M
|
115K
$5.62M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
109K+ 711.03% |
$5.29M - $5.4M
|
125K
$6.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
107KNew |
$5.17M - $5.27M
|
107K
$5.2M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
104KNew |
$5.06M - $5.16M
|
104K
$5.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
97.3KNew |
$4.72M - $4.81M
|
97.3K
$4.75M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
91.5KNew |
$4.44M - $4.53M
|
91.5K
$4.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
89.1K+ 2.19% |
$4.32M - $4.41M
|
4.15M
$203M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
79.9K+ 364.63% |
$3.87M - $3.95M
|
102K
$4.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
79.3K+ 12.73% |
$3.84M - $3.92M
|
702K
$34.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
77.2KNew |
$3.74M - $3.82M
|
77.2K
$3.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
76.4K+ 193.78% |
$3.71M - $3.78M
|
116K
$5.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
72.5K+ 46.71% |
$3.51M - $3.59M
|
228K
$11.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
68.7K+ 10.49% |
$3.33M - $3.4M
|
724K
$35.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
68.2KNew |
$3.31M - $3.37M
|
68.2K
$3.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
65K+ 156.59% |
$3.15M - $3.22M
|
107K
$5.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
60.8K+ 909.34% |
$2.95M - $3.01M
|
67.5K
$3.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
52.5K+ 20.85% |
$2.55M - $2.6M
|
304K
$14.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
51.7KNew |
$2.51M - $2.56M
|
51.7K
$2.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
50.4K+ 1.87% |
$2.44M - $2.49M
|
2.74M
$134M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
45.1K+ 815.04% |
$2.19M - $2.23M
|
50.7K
$2.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
44.2K+ 17.3% |
$2.14M - $2.18M
|
300K
$14.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
41.4K+ 18.12% |
$2.01M - $2.05M
|
270K
$13.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
40.3KNew |
$1.95M - $1.99M
|
40.3K
$1.97M
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
39K+ 22.48% |
$1.89M - $1.93M
|
213K
$10.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
34.6K+ 25.83% |
$1.68M - $1.71M
|
169K
$8.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
34.2K+ 32.85% |
$1.66M - $1.69M
|
138K
$6.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
33.5K+ 7.32% |
$1.62M - $1.66M
|
490K
$24M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
29.4K+ 220.93% |
$1.42M - $1.45M
|
42.7K
$2.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
29.1K+ 37.6% |
$1.41M - $1.44M
|
107K
$5.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
29.1K+ 11.68% |
$1.41M - $1.44M
|
278K
$13.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
28.4KNew |
$1.38M - $1.41M
|
28.4K
$1.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
28.2K+ 97.71% |
$1.37M - $1.4M
|
57.1K
$2.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
27.8K+ 10.21% |
$1.35M - $1.38M
|
300K
$14.7M
|