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 |
|---|---|---|---|---|---|---|---|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
11+ 0.16% |
$531 - $542
|
6.75K
$333K
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
9+ 0.14% |
$435 - $443
|
6.67K
$329K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
9+ 0.21% |
$435 - $443
|
4.24K
$209K
|
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
8New |
$386 - $394
|
8
$394
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
303KNew |
$14.7M - $15M
|
303K
$14.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
107KNew |
$5.17M - $5.27M
|
107K
$5.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
91.5KNew |
$4.44M - $4.53M
|
91.5K
$4.51M
|
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
56.6KNew |
$2.74M - $2.8M
|
56.6K
$2.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
51.7KNew |
$2.51M - $2.56M
|
51.7K
$2.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
28.4KNew |
$1.38M - $1.41M
|
28.4K
$1.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
18.6KNew |
$903K - $922K
|
18.6K
$918K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
13.5KNew |
$655K - $669K
|
13.5K
$666K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
12.6K+ 36.13% |
$610K - $623K
|
47.4K
$2.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
12.4K+ 35.45% |
$599K - $611K
|
47.2K
$2.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.1KNew |
$540K - $551K
|
11.1K
$549K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
8.63KNew |
$418K - $427K
|
8.63K
$425K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
5.94KNew |
$288K - $294K
|
5.94K
$292K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
5.37KNew |
$260K - $266K
|
5.37K
$265K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.29KNew |
$256K - $261K
|
5.29K
$260K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
5.07KNew |
$246K - $251K
|
5.07K
$250K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
4.62KNew |
$224K - $228K
|
4.62K
$228K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
3.96K+ 4.78% |
$192K - $196K
|
86.9K
$4.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.88K+ 26.16% |
$188K - $192K
|
18.7K
$921K
|
|
|
Feb 14, 2025
Q4 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
3.35K+ 1.34% |
$163K - $166K
|
253K
$12.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.61KNew |
$126K - $129K
|
2.61K
$129K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
972New |
$47.1K - $48.1K
|
972
$47.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
884+ 46.33% |
$42.9K - $43.7K
|
2.79K
$138K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
551New |
$26.7K - $27.3K
|
551
$27.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
459+ 20.07% |
$22.3K - $22.7K
|
2.75K
$135K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
228New |
$11.1K - $11.3K
|
228
$11.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
215New |
$10.4K - $10.6K
|
215
$10.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
214New |
$10.4K - $10.6K
|
214
$10.5K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
203New |
$9.84K - $10K
|
203
$10K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
103New |
$4.99K - $5.1K
|
103
$5.07K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
77New |
$3.73K - $3.81K
|
77
$3.79K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
56New |
$2.71K - $2.77K
|
56
$2.76K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
11New |
$533 - $544
|
11
$542
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5New |
$242 - $247
|
5
$246
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 0.45% |
$48.5 - $49.5
|
223
$11K
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
52.9KNew |
$2.54M - $2.62M
|
52.9K
$2.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
47.6K+ 2228.26% |
$2.28M - $2.36M
|
49.8K
$2.45M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
46K+ 6.02% |
$2.2M - $2.28M
|
810K
$39.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
24.2K+ 99.53% |
$1.16M - $1.2M
|
48.5K
$2.39M
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
15.5KNew |
$741K - $766K
|
15.5K
$761K
|
|
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
12.8KNew |
$613K - $634K
|
12.8K
$630K
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
BUY
|
- |
8.56KNew |
$410K - $425K
|
8.56K
$422K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
7.07K+ 12.61% |
$339K - $351K
|
63.2K
$3.11M
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
4.16KNew |
$200K - $206K
|
4.16K
$205K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3.08KNew |
$147K - $153K
|
3.08K
$152K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.6KNew |
$76.7K - $79.4K
|
1.6K
$78.8K
|
|