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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
231K+ 4.76% |
$11.2M - $11.4M
|
5.08M
$251M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
173K+ 21.07% |
$8.38M - $8.54M
|
996K
$49.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
160K+ 134.16% |
$7.72M - $7.87M
|
279K
$13.7M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
144K+ 527.97% |
$6.95M - $7.08M
|
171K
$8.43M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
135KNew |
$6.54M - $6.66M
|
135K
$6.67M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
133K+ 10.62% |
$6.41M - $6.53M
|
1.38M
$68.1M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
124K+ 37.3% |
$5.97M - $6.09M
|
455K
$22.4M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
121K+ 94.89% |
$5.86M - $5.98M
|
249K
$12.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
105K+ 200.3% |
$5.05M - $5.15M
|
157K
$7.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
96.7K+ 168.39% |
$4.67M - $4.76M
|
154K
$7.59M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
96.5K+ 42.38% |
$4.66M - $4.75M
|
324K
$16M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
93.7K+ 13.34% |
$4.53M - $4.61M
|
796K
$39.2M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
93.3KNew |
$4.51M - $4.59M
|
93.3K
$4.6M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
88.8K+ 10.07% |
$4.29M - $4.37M
|
970K
$47.8M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
86.8K+ 37743.91% |
$4.19M - $4.27M
|
87K
$4.29M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
85.8K+ 84.24% |
$4.14M - $4.22M
|
188K
$9.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
80.9K+ 139.71% |
$3.91M - $3.98M
|
139K
$6.84M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
71.3K+ 73.07% |
$3.45M - $3.51M
|
169K
$8.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
64.7K+ 26.76% |
$3.13M - $3.19M
|
307K
$15.1M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
63.3KNew |
$3.06M - $3.11M
|
63.3K
$3.12M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
60.7KNew |
$2.93M - $2.99M
|
60.7K
$2.99M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
53.6K+ 200.0% |
$2.59M - $2.64M
|
80.4K
$3.96M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
53.5K+ 46.16% |
$2.58M - $2.63M
|
169K
$8.35M
|
|
|
May 05, 2025
Q1 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
49.3KNew |
$2.38M - $2.43M
|
49.3K
$2.43M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
44.2K+ 23.08% |
$2.13M - $2.17M
|
236K
$11.6M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
41.4K+ 15.34% |
$2M - $2.04M
|
311K
$15.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
36.6K+ 5.18% |
$1.77M - $1.8M
|
742K
$36.6M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
35K+ 236.85% |
$1.69M - $1.72M
|
49.8K
$2.45M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
33.8K+ 77.12% |
$1.63M - $1.66M
|
77.5K
$3.82M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
32.4K+ 5.4% |
$1.57M - $1.6M
|
633K
$31.2M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
27.3K+ 26.13% |
$1.32M - $1.34M
|
132K
$6.49M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
27KNew |
$1.3M - $1.33M
|
27K
$1.33M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
26K+ 12.99% |
$1.26M - $1.28M
|
226K
$11.1M
|
|
|
May 15, 2025
Q1 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
25.9K+ 64.31% |
$1.25M - $1.28M
|
66.2K
$3.26M
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
25.6KNew |
$1.24M - $1.26M
|
25.6K
$1.26M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
24.1K+ 18.75% |
$1.16M - $1.18M
|
152K
$7.51M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
23.2K+ 13.65% |
$1.12M - $1.14M
|
193K
$9.52M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
23K+ 4.7% |
$1.11M - $1.13M
|
513K
$25.3M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
22K+ 3.04% |
$1.06M - $1.08M
|
746K
$36.8M
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
22K+ 7.93% |
$1.06M - $1.08M
|
299K
$14.7M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
21K+ 7.84% |
$1.02M - $1.04M
|
289K
$14.3M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
20.9K+ 4.61% |
$1.01M - $1.03M
|
475K
$23.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.2K+ 3.82% |
$833K - $848K
|
468K
$23.1M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
16.9K+ 11.07% |
$815K - $831K
|
169K
$8.34M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
16.4K+ 176.04% |
$792K - $807K
|
25.7K
$1.27M
|
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
15.8KNew |
$763K - $778K
|
15.8K
$778K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
15.4K+ 6.2% |
$742K - $756K
|
263K
$13M
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
14.4K+ 22.0% |
$695K - $708K
|
79.8K
$3.93M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
14.3K+ 6.32% |
$689K - $703K
|
240K
$11.8M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
14.3K+ 13.4% |
$689K - $703K
|
121K
$5.95M
|