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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
176KNew |
$8.52M - $8.67M
|
176K
$8.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
118KNew |
$5.71M - $5.81M
|
118K
$5.79M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
93.4KNew |
$4.53M - $4.61M
|
93.4K
$4.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
47K+ 130.97% |
$2.28M - $2.32M
|
82.8K
$4.08M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
36.2K+ 598.2% |
$1.76M - $1.79M
|
42.3K
$2.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
24.8KNew |
$1.2M - $1.22M
|
24.8K
$1.22M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
20.9K+ 81.26% |
$1.01M - $1.03M
|
46.6K
$2.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
20.8K+ 2.15% |
$1.01M - $1.03M
|
991K
$48.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
17.5K+ 4.02% |
$850K - $864K
|
453K
$22.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
17.4KNew |
$846K - $861K
|
17.4K
$858K
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
16.5KNew |
$799K - $813K
|
16.5K
$811K
|
|
|
Jul 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
16.1KNew |
$782K - $796K
|
16.1K
$793K
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
BUY
|
- |
15.1K+ 55.78% |
$730K - $743K
|
42K
$2.07M
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
13.3K+ 13.53% |
$647K - $658K
|
112K
$5.51M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
13.1K+ 115.66% |
$633K - $644K
|
24.3K
$1.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
11.6K+ 79.88% |
$563K - $573K
|
26.1K
$1.29M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
10.6KNew |
$512K - $521K
|
10.6K
$519K
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
10.2K+ 2.47% |
$494K - $503K
|
422K
$20.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
8.95K+ 7.52% |
$434K - $441K
|
128K
$6.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.32K+ 27.63% |
$404K - $411K
|
38.4K
$1.89M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
7.97K+ 235.44% |
$387K - $393K
|
11.4K
$559K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
7.23K+ 54.88% |
$351K - $357K
|
20.4K
$1M
|
|
|
Jul 23, 2025
Q2 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
6.4K+ 33.04% |
$310K - $316K
|
25.8K
$1.27M
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
6.28K+ 18.33% |
$305K - $310K
|
40.6K
$2M
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
5.53K+ 1.8% |
$268K - $273K
|
312K
$15.4M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
5.3KNew |
$257K - $262K
|
5.3K
$261K
|
|
|
Jul 09, 2025
Q2 2025
|
Searcy Financial Services Inc
|
BUY
|
- |
5.06K+ 1.3% |
$245K - $250K
|
395K
$19.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
4.86K+ 8.9% |
$236K - $240K
|
59.5K
$2.93M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
4.77K+ 1.35% |
$231K - $235K
|
357K
$17.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.44KNew |
$215K - $219K
|
4.44K
$218K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
4.35KNew |
$211K - $215K
|
4.35K
$214K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
4K+ 3.58% |
$194K - $197K
|
116K
$5.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
3.68K+ 2.41% |
$179K - $182K
|
157K
$7.71M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.58K+ 7.2% |
$174K - $177K
|
53.3K
$2.62M
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.13K+ 1.8% |
$152K - $155K
|
177K
$8.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
3.03K+ 54.76% |
$147K - $150K
|
8.57K
$422K
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
2.99K+ 6.59% |
$145K - $148K
|
48.4K
$2.38M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.31K+ 4.58% |
$112K - $114K
|
52.8K
$2.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
2.2K+ 1.94% |
$107K - $108K
|
115K
$5.67M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.81K+ 18.18% |
$87.6K - $89.1K
|
11.7K
$578K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.41K+ 32.27% |
$68.5K - $69.7K
|
5.79K
$285K
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.17K+ 9.63% |
$56.7K - $57.7K
|
13.3K
$656K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
1.13K+ 2.16% |
$55K - $56K
|
53.7K
$2.64M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.07K+ 23.41% |
$52K - $53K
|
5.66K
$278K
|
|
|
Jul 07, 2025
Q2 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
1.04K+ 1.64% |
$50.2K - $51.1K
|
64.3K
$3.16M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
902+ 2.18% |
$43.7K - $44.5K
|
42.2K
$2.08M
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
838+ 4.77% |
$40.6K - $41.4K
|
18.4K
$906K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
593+ 15.9% |
$28.8K - $29.3K
|
4.32K
$213K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
583+ 0.81% |
$28.3K - $28.8K
|
72.3K
$3.56M
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
350+ 2.03% |
$17K - $17.3K
|
17.6K
$865K
|