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 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
14.1K+ 15.03% |
$681K - $694K
|
108K
$5.32M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
13.5K+ 4.05% |
$650K - $662K
|
345K
$17M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13K+ 6.78% |
$626K - $638K
|
204K
$10.1M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
12.7K+ 7.98% |
$611K - $623K
|
171K
$8.44M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.5K+ 53.52% |
$602K - $613K
|
35.7K
$1.76M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
11.8K+ 51.5% |
$572K - $582K
|
34.8K
$1.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
11.4K+ 24.63% |
$550K - $560K
|
57.6K
$2.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
11.3KNew |
$545K - $556K
|
11.3K
$556K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11.2KNew |
$541K - $552K
|
11.2K
$552K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.2K+ 265.77% |
$541K - $551K
|
15.4K
$759K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.9K+ 2.78% |
$528K - $538K
|
405K
$19.9M
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
BUY
|
- |
10.9K+ 51.15% |
$527K - $537K
|
32.3K
$1.59M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
10.7K+ 13.54% |
$517K - $527K
|
89.8K
$4.42M
|
|
|
Apr 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
10.6K+ 120.99% |
$512K - $522K
|
19.4K
$954K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
10.5K+ 6.42% |
$506K - $516K
|
174K
$8.56M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
10.4K+ 32.71% |
$501K - $511K
|
42.1K
$2.07M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
9.72KNew |
$470K - $479K
|
9.72K
$479K
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
9.7KNew |
$469K - $478K
|
9.7K
$478K
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
9.34KNew |
$451K - $460K
|
9.34K
$460K
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
9.32K+ 5.53% |
$450K - $459K
|
178K
$8.77M
|
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
8.98KNew |
$434K - $442K
|
8.98K
$442K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
8.88KNew |
$429K - $437K
|
8.88K
$437K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.81K+ 21.12% |
$426K - $434K
|
50.5K
$2.49M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
8.55K+ 91.75% |
$413K - $421K
|
17.9K
$881K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
8.19KNew |
$396K - $403K
|
8.19K
$404K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
8.12K+ 10.51% |
$392K - $400K
|
85.4K
$4.21M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.97K+ 2.66% |
$385K - $393K
|
308K
$15.2M
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
7.96KNew |
$385K - $392K
|
7.96K
$392K
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
7.79K+ 19.22% |
$376K - $383K
|
48.3K
$2.38M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.45K+ 7.76% |
$360K - $367K
|
103K
$5.09M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
7.41K+ 1.63% |
$358K - $365K
|
463K
$22.8M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.3K+ 40.71% |
$353K - $360K
|
25.2K
$1.24M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
7.2K+ 1.02% |
$348K - $355K
|
712K
$35.1M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.11K+ 67.39% |
$343K - $350K
|
17.7K
$870K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6.47KNew |
$313K - $318K
|
6.47K
$319K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
6.36K+ 4.63% |
$307K - $313K
|
144K
$7.08M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5.57K+ 69675.0% |
$269K - $274K
|
5.58K
$275K
|
|
|
Apr 22, 2025
Q1 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
5.21K+ 65.31% |
$252K - $256K
|
13.2K
$649K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
4.92K+ 34.49% |
$238K - $242K
|
19.2K
$946K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.88K+ 11.44% |
$236K - $240K
|
47.5K
$2.34M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.72K+ 12.55% |
$228K - $232K
|
42.3K
$2.09M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
4.62K+ 6.77% |
$223K - $227K
|
72.8K
$3.59M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.61KNew |
$223K - $227K
|
4.61K
$227K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.33K+ 2.34% |
$209K - $213K
|
190K
$9.34M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
4.27K+ 7.69% |
$206K - $210K
|
59.9K
$2.95M
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
4.25KNew |
$206K - $209K
|
4.25K
$210K
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
4.13KNew |
$199K - $203K
|
4.13K
$203K
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
3.66K+ 13.44% |
$177K - $180K
|
30.9K
$1.52M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
3.65K+ 3.87% |
$176K - $180K
|
98.1K
$4.83M
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
3.55K+ 2.73% |
$172K - $175K
|
134K
$6.58M
|