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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.07M+ 10.13% |
$52.4M - $53.4M
|
11.6M
$580M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
600K+ 32.56% |
$29.4M - $30M
|
2.44M
$122M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
449KNew |
$22M - $22.5M
|
449K
$22.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
369K+ 2.74% |
$18.1M - $18.4M
|
13.8M
$690M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
254K+ 4.91% |
$12.5M - $12.7M
|
5.43M
$272M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
247K+ 15.14% |
$12.1M - $12.3M
|
1.88M
$93.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
242K+ 66.67% |
$11.9M - $12.1M
|
605K
$30.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
215K+ 5.98% |
$10.5M - $10.7M
|
3.81M
$190M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
160K+ 29.14% |
$7.86M - $8.01M
|
710K
$35.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
141KNew |
$6.91M - $7.04M
|
141K
$7.03M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
129K+ 11.73% |
$6.35M - $6.47M
|
1.23M
$61.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
109K+ 116.04% |
$5.34M - $5.44M
|
203K
$10.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
94.7K+ 62.01% |
$4.64M - $4.73M
|
247K
$12.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
90.6K+ 20.32% |
$4.44M - $4.53M
|
536K
$26.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
84.3K+ 75.35% |
$4.14M - $4.21M
|
196K
$9.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
80.3K+ 54.12% |
$3.94M - $4.02M
|
229K
$11.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
80K+ 103.82% |
$3.93M - $4M
|
157K
$7.85M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
78.3K+ 8.28% |
$3.84M - $3.92M
|
1.02M
$51.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
53.8KNew |
$2.64M - $2.69M
|
53.8K
$2.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
51.5K+ 6.81% |
$2.52M - $2.57M
|
807K
$40.3M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
50K+ 22.28% |
$2.45M - $2.5M
|
274K
$13.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
49.4K+ 6.36% |
$2.42M - $2.47M
|
825K
$41.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
47.9KNew |
$2.35M - $2.39M
|
47.9K
$2.39M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
47.1K+ 6.75% |
$2.31M - $2.35M
|
744K
$37.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
45.9K+ 23.59% |
$2.25M - $2.3M
|
241K
$12M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
45.5K+ 18.04% |
$2.23M - $2.27M
|
298K
$14.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
44.4KNew |
$2.18M - $2.22M
|
44.4K
$2.22M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
44K+ 1320.87% |
$2.16M - $2.2M
|
47.3K
$2.36M
|
|
|
Oct 22, 2025
Q3 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
44K+ 53.06% |
$2.16M - $2.2M
|
127K
$6.33M
|
|
|
Nov 03, 2025
Q3 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
40.9K+ 39.6% |
$2.01M - $2.04M
|
144K
$7.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
40.7K+ 12.52% |
$2M - $2.04M
|
366K
$18.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
39.8K+ 4.1% |
$1.95M - $1.99M
|
1.01M
$50.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
37K+ 8.16% |
$1.81M - $1.85M
|
490K
$24.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
34.5K+ 6.82% |
$1.69M - $1.73M
|
541K
$27M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
34.3K+ 498.4% |
$1.68M - $1.72M
|
41.2K
$2.06M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
32.9K+ 10.68% |
$1.61M - $1.64M
|
340K
$17M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
31.6K+ 4.29% |
$1.55M - $1.58M
|
768K
$38.4M
|
|
|
Nov 24, 2025
Q3 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
31.6K+ 40.85% |
$1.55M - $1.58M
|
109K
$5.44M
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
BUY
|
- |
31.2K+ 19.92% |
$1.53M - $1.56M
|
188K
$9.39M
|
|
|
Nov 13, 2025
Q3 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
30.9K+ 51.02% |
$1.52M - $1.54M
|
91.5K
$4.57M
|
|
|
Oct 14, 2025
Q3 2025
|
Tl Private Wealth
|
BUY
|
- |
29.9K+ 10.01% |
$1.47M - $1.49M
|
328K
$16.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
26.3K+ 14.95% |
$1.29M - $1.31M
|
202K
$10.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
24.9K+ 9.52% |
$1.22M - $1.24M
|
286K
$14.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
24.8K+ 6.09% |
$1.22M - $1.24M
|
432K
$21.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
24.6K+ 2.95% |
$1.21M - $1.23M
|
858K
$42.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
24.5K+ 12.26% |
$1.2M - $1.22M
|
224K
$11.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
23.3K+ 6.44% |
$1.14M - $1.16M
|
384K
$19.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
23K+ 17.93% |
$1.13M - $1.15M
|
151K
$7.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
21.7K+ 2.55% |
$1.07M - $1.09M
|
873K
$43.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
21.5K+ 8.65% |
$1.06M - $1.08M
|
271K
$13.5M
|
|