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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
63.3KNew |
$3.06M - $3.11M
|
63.3K
$3.16M
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
25.6KNew |
$1.24M - $1.26M
|
25.6K
$1.28M
|
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
15.8KNew |
$763K - $778K
|
15.8K
$789K
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
4.25KNew |
$206K - $209K
|
4.25K
$213K
|
|
|
Aug 08, 2025
Q1 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
1.87K+ 71.58% |
$90.4K - $92.1K
|
4.49K
$224K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
1.68KNew |
$81.1K - $82.6K
|
1.68K
$83.8K
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
407+ 5.49% |
$19.7K - $20K
|
7.83K
$391K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
400New |
$19.3K - $19.7K
|
400
$20K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
279New |
$13.5K - $13.7K
|
279
$13.9K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
255New |
$12.3K - $12.6K
|
255
$12.7K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
200New |
$9.66K - $9.85K
|
200
$9.99K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
145+ 6.06% |
$7K - $7.14K
|
2.54K
$127K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
131New |
$6.33K - $6.45K
|
131
$6.54K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
72New |
$3.48K - $3.54K
|
72
$3.6K
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
32New |
$1.55K - $1.58K
|
32
$1.6K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
12+ 1.04% |
$580 - $591
|
1.17K
$58.2K
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
11+ 0.16% |
$531 - $542
|
6.75K
$337K
|
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
8New |
$386 - $394
|
8
$400
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
303KNew |
$14.7M - $15M
|
303K
$15.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
107KNew |
$5.17M - $5.27M
|
107K
$5.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
51.7KNew |
$2.51M - $2.56M
|
51.7K
$2.58M
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
12.6K+ 36.13% |
$610K - $623K
|
47.4K
$2.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
12.4K+ 35.45% |
$599K - $611K
|
47.2K
$2.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
5.94KNew |
$288K - $294K
|
5.94K
$297K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
5.37KNew |
$260K - $266K
|
5.37K
$268K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.29KNew |
$256K - $261K
|
5.29K
$264K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
5.07KNew |
$246K - $251K
|
5.07K
$253K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
4.62KNew |
$224K - $228K
|
4.62K
$231K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
3.96K+ 4.78% |
$192K - $196K
|
86.9K
$4.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.61KNew |
$126K - $129K
|
2.61K
$130K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
972New |
$47.1K - $48.1K
|
972
$48.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
884+ 46.33% |
$42.9K - $43.7K
|
2.79K
$139K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
551New |
$26.7K - $27.3K
|
551
$27.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
228New |
$11.1K - $11.3K
|
228
$11.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
215New |
$10.4K - $10.6K
|
215
$10.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
214New |
$10.4K - $10.6K
|
214
$10.7K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
203New |
$9.84K - $10K
|
203
$10.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
77New |
$3.73K - $3.81K
|
77
$3.85K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
56New |
$2.71K - $2.77K
|
56
$2.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5New |
$242 - $247
|
5
$250
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
52.9KNew |
$2.54M - $2.62M
|
52.9K
$2.64M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
46K+ 6.02% |
$2.2M - $2.28M
|
810K
$40.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
24.2K+ 99.53% |
$1.16M - $1.2M
|
48.5K
$2.42M
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
15.5KNew |
$741K - $766K
|
15.5K
$772K
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
BUY
|
- |
8.56KNew |
$410K - $425K
|
8.56K
$428K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
7.07K+ 12.61% |
$339K - $351K
|
63.2K
$3.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3.08KNew |
$147K - $153K
|
3.08K
$154K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.6KNew |
$76.7K - $79.4K
|
1.6K
$79.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
BUY
|
- |
384+ 1.7% |
$18.4K - $19.1K
|
22.9K
$1.14M
|
|