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 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
3.27K+ 4.28% |
$158K - $161K
|
79.6K
$3.92M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
3.05K+ 8.4% |
$147K - $150K
|
39.4K
$1.94M
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
3.05K+ 22.12% |
$147K - $150K
|
16.8K
$828K
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
2.94K+ 2.08% |
$142K - $145K
|
144K
$7.09M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.9K+ 24.45% |
$140K - $143K
|
14.8K
$727K
|
|
|
May 08, 2025
Q1 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
2.62K+ 2.16% |
$127K - $129K
|
124K
$6.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
2.3K+ 1.76% |
$111K - $113K
|
133K
$6.56M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.22K+ 14.28% |
$107K - $109K
|
17.8K
$877K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
2.18K+ 7.47% |
$105K - $107K
|
31.4K
$1.55M
|
|
|
May 12, 2025
Q1 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
2.09K+ 6.5% |
$101K - $103K
|
34.2K
$1.69M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.08K+ 7.2% |
$100K - $102K
|
31K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.02K+ 12.35% |
$97.6K - $99.5K
|
18.4K
$906K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.95K+ 4.95% |
$94.1K - $95.9K
|
41.3K
$2.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.77KNew |
$85.7K - $87.3K
|
1.77K
$87.4K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
1.68KNew |
$81.1K - $82.6K
|
1.68K
$82.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.49K+ 4.09% |
$72.1K - $73.5K
|
38K
$1.87M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.42K+ 7.06% |
$68.7K - $70.1K
|
21.6K
$1.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.1K+ 9.63% |
$53K - $54K
|
12.5K
$615K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.02K+ 5.87% |
$49.2K - $50.1K
|
18.4K
$905K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
1K+ 25.0% |
$48.3K - $49.2K
|
5K
$246K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
908+ 17.86% |
$43.9K - $44.7K
|
5.99K
$295K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
805+ 9.86% |
$38.9K - $39.6K
|
8.97K
$442K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
737+ 7.31% |
$35.6K - $36.3K
|
10.8K
$533K
|
|
|
May 14, 2025
Q1 2025
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
713+ 6.03% |
$34.4K - $35.1K
|
12.5K
$618K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
629+ 3.66% |
$30.4K - $31K
|
17.8K
$879K
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
575+ 5.49% |
$27.8K - $28.3K
|
11.1K
$545K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
519+ 6.9% |
$25.1K - $25.6K
|
8.04K
$396K
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
426+ 1.6% |
$20.6K - $21K
|
27.1K
$1.33M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
407+ 5.49% |
$19.7K - $20K
|
7.83K
$386K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
400New |
$19.3K - $19.7K
|
400
$19.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
352+ 1.62% |
$17K - $17.3K
|
22.1K
$1.09M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
279New |
$13.5K - $13.7K
|
279
$13.7K
|
|
|
May 07, 2025
Q1 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
259+ 0.9% |
$12.5K - $12.8K
|
28.9K
$1.42M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
255New |
$12.3K - $12.6K
|
255
$12.6K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
200New |
$9.66K - $9.85K
|
200
$9.85K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
166+ 2.84% |
$8.02K - $8.17K
|
6.01K
$296K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
145+ 6.06% |
$7K - $7.14K
|
2.54K
$125K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
131New |
$6.33K - $6.45K
|
131
$6.45K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
115New |
$5.56K - $5.66K
|
115
$5.67K
|
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
BUY
|
- |
112+ 0.81% |
$5.41K - $5.51K
|
14K
$689K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
110+ 19.2% |
$5.31K - $5.42K
|
683
$33.7K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
72New |
$3.48K - $3.54K
|
72
$3.55K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
52+ 1.03% |
$2.51K - $2.56K
|
5.1K
$251K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
47+ 1.03% |
$2.27K - $2.31K
|
4.6K
$227K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
40+ 0.46% |
$1.93K - $1.97K
|
8.79K
$433K
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
40+ 0.88% |
$1.93K - $1.97K
|
4.56K
$225K
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
32New |
$1.55K - $1.58K
|
32
$1.58K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
30+ 7.67% |
$1.45K - $1.48K
|
421
$20.7K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
24+ 0.24% |
$1.16K - $1.18K
|
9.95K
$490K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
12+ 1.04% |
$580 - $591
|
1.17K
$57.4K
|