Latest Institutional Purchases of First Tr ETF Fd Iv First Tr Lo (LMBS)

LMBS Quotes by TradingView

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 10, 2023 Q1 2023
Washington Trust CO

BUY
 -
1.2K
+ 119800.0%
$56.7K - $57.8K
1.2K $58.3K
May 04, 2023 Q1 2023
Nordwand Advisors, LLC

Radnor, PA
BUY
 -
1.08K
New
$51K - $52K
1.08K $52.4K
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
877
New
$41.5K - $42.3K
877 $42.7K
May 03, 2023 Q1 2023
Compass Financial Advisors LLC

BUY
 -
698
+ 7.54%
$33K - $33.7K
9.96K $484K
Apr 11, 2023 Q1 2023
Catalyst Wealth Management, LLC

Atlanta, GA
BUY
 -
120
+ 2.53%
$5.68K - $5.79K
4.86K $236K
May 12, 2023 Q1 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
12
+ 0.27%
$568 - $579
4.49K $218K
Q4 2022
Mar 01, 2023 Q4 2022
Panoramic Investment Advisors, LLC

Denver, CO
BUY
 -
11.1K
New
$516K - $529K
11.1K $538K
Feb 10, 2023 Q4 2022
First Citizens Asset Management, Inc.

Raleigh, NC
BUY
 -
8.79K
New
$410K - $421K
8.79K $428K
Feb 14, 2023 Q4 2022
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
6.4K
New
$298K - $306K
6.4K $311K
Jan 19, 2023 Q4 2022
S.C. Financial Services, Inc.

BUY
 -
2.14K
+ 26.6%
$99.9K - $102K
10.2K $496K
Feb 13, 2023 Q4 2022
Tanglewood Legacy Advisors, LLC

Houston, TX
BUY
 -
1.33K
New
$62K - $63.6K
1.33K $64.7K
Feb 13, 2023 Q4 2022
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
1.2K
New
$56K - $57.4K
1.2K $58.4K
Feb 14, 2023 Q4 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
989
New
$46.1K - $47.3K
989 $48.1K
Feb 14, 2023 Q4 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
BUY
 -
920
+ 1.91%
$42.9K - $44K
49K $2.39M
Jan 25, 2023 Q4 2022
Fifth Third Bancorp

BUY
 -
830
New
$38.7K - $39.7K
830 $40.4K
Feb 13, 2023 Q4 2022
Bokf, Na

Tulsa, OK
BUY
 -
582
+ 3.21%
$27.1K - $27.8K
18.7K $909K
Feb 15, 2023 Q4 2022
True Wealth Design, LLC

Akron, OH
BUY
 -
400
New
$18.7K - $19.1K
400 $19.5K
Feb 13, 2023 Q4 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
55
+ 100.0%
$2.57K - $2.63K
110 $5.35K
Jan 18, 2023 Q4 2022
Retirement Financial Solutions, LLC

Knoxville, TN
BUY
 -
25
New
$1.17K - $1.2K
25 $1.22K
Jan 18, 2023 Q4 2022
Pfg Private Wealth Management, LLC

BUY
 -
21
New
$979 - $1K
21 $1.02K
Q3 2022
Nov 14, 2022 Q3 2022
Flow Traders U.S. LLC

New York, NY
BUY
 -
15.2K
New
$718K - $737K
15.2K $738K
Nov 08, 2022 Q3 2022
Rmr Wealth Builders

BUY
 -
13.5K
+ 11.08%
$641K - $657K
136K $6.6M
Oct 13, 2022 Q3 2022
Onyx Bridge Wealth Group LLC

BUY
 -
9.18K
New
$435K - $446K
9.18K $446K
Oct 26, 2022 Q3 2022
Spc Financial, Inc.

BUY
 -
7.22K
+ 1.37%
$342K - $351K
534K $26M
Nov 10, 2022 Q3 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
6.99K
+ 5.22%
$331K - $339K
141K $6.85M
Nov 16, 2022 Q3 2022
M Holdings Securities, Inc.

Portland, OR
BUY
 -
6.59K
New
$312K - $320K
6.59K $320K
Nov 04, 2022 Q3 2022
V Wealth Advisors LLC

BUY
 -
5.74K
+ 27.83%
$272K - $279K
26.4K $1.28M
Jan 25, 2023 Q3 2022
Icon Wealth Advisors, LLC

Houston, TX
BUY
 -
4.04K
New
$191K - $196K
4.04K $196K
Oct 18, 2022 Q3 2022
Firethorn Wealth Partners, LLC

BUY
 -
3.51K
+ 78.04%
$166K - $170K
8K $389K
Nov 14, 2022 Q3 2022
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
725
New
$34.3K - $35.2K
725 $35.3K
Nov 07, 2022 Q3 2022
Spire Wealth Management

BUY
 -
439
New
$20.8K - $21.3K
439 $21.4K
Nov 10, 2022 Q3 2022
Credit Suisse Ag

Zurich, V8
BUY
 -
74
+ 0.87%
$3.5K - $3.59K
8.61K $419K
Oct 12, 2022 Q3 2022
Horan Securities, Inc.

BUY
 -
23
New
$1.09K - $1.12K
23 $1.12K
Nov 14, 2022 Q3 2022
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
18
+ 0.41%
$852 - $874
4.43K $215K
Nov 14, 2022 Q3 2022
Princeton Global Asset Management LLC

BUY
 -
3
+ 0.34%
$142 - $146
893 $43.4K
Nov 10, 2022 Q3 2022
Coastwise Capital Group, LLC

La Jolla, CA
BUY
 -
2
+ 0.04%
$94.7 - $97.2
4.68K $228K
Nov 10, 2022 Q3 2022
Parallel Advisors, LLC

BUY
 -
0
New
$0 - $0
0 $0
Q2 2022
Jul 13, 2022 Q2 2022
Hbw Advisory Services LLC

BUY
 -
17.8K
New
$853K - $870K
17.8K $865K
Aug 02, 2022 Q2 2022
Q3 Asset Management

BUY
 -
16.4K
+ 29.96%
$785K - $801K
71K $3.45M
Aug 10, 2022 Q2 2022
Stegent Equity Advisors, Inc.

Houston, TX
BUY
 -
12.9K
+ 72.65%
$617K - $629K
30.6K $1.49M
Oct 17, 2024 Q2 2022
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
10.2K
+ 8.86%
$491K - $501K
126K $6.12M
Jul 18, 2022 Q2 2022
Camelot Portfolios, LLC

BUY
 -
6.41K
New
$307K - $314K
6.41K $312K
Aug 11, 2022 Q2 2022
Cpr Investments Inc.

Rochester, MI
BUY
 -
5.17K
New
$248K - $253K
5.17K $251K
Aug 15, 2022 Q2 2022
Stansberry Asset Management, LLC

New York, NY
BUY
 -
4.61K
New
$221K - $226K
4.61K $224K
Jul 27, 2022 Q2 2022
Presidio Capital Management, LLC

BUY
 -
4.6K
New
$221K - $225K
4.6K $224K
Jul 19, 2022 Q2 2022
Great Valley Advisor Group, Inc.

BUY
 -
4.25K
New
$204K - $208K
4.25K $207K
Jul 22, 2022 Q2 2022
Urban Wealth Management, LLC

BUY
 -
1.62K
New
$77.8K - $79.4K
1.62K $78.9K
Aug 11, 2022 Q2 2022
Bivin & Associates, Inc.

Ponca City, OK
BUY
 -
1.37K
New
$65.6K - $66.9K
1.37K $66.5K
Jul 29, 2022 Q2 2022
Tria Gen Wealth Management LLC

BUY
 -
1.29K
+ 3.43%
$61.8K - $63K
38.8K $1.89M

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