Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-45- 0.46% |
$2.16K - $2.18K
|
9.69K
$466K
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-38- 4.33% |
$1.82K - $1.84K
|
840
$40.4K
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-38- 4.33% |
$1.82K - $1.84K
|
840
$40.4K
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-38- 0.29% |
$1.82K - $1.84K
|
13.1K
$627K
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-30- 2.06% |
$1.44K - $1.45K
|
1.43K
$68.6K
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-28- 8.67% |
$1.34K - $1.36K
|
295
$14.2K
|
|
May 13, 2024
Q1 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-16- 0.31% |
$767 - $776
|
5.08K
$244K
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-12- 0.05% |
$575 - $582
|
25.4K
$1.22M
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-11- 0.25% |
$527 - $533
|
4.4K
$211K
|
|
Apr 25, 2024
Q1 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-9Closed |
$432 - $436
|
0
$0
|
|
Q4 2023 | |||||||
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-189K- 44.53% |
$8.8M - $9.13M
|
235K
$11.3M
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-102K- 77.2% |
$4.73M - $4.91M
|
30K
$1.44M
|
|
Jan 25, 2024
Q4 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-23.7K- 84.8% |
$1.1M - $1.15M
|
4.25K
$204K
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-22.5K- 62.3% |
$1.05M - $1.09M
|
13.6K
$656K
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-19K- 71.65% |
$885K - $919K
|
7.52K
$361K
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-14.9K- 65.64% |
$693K - $720K
|
7.79K
$374K
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-9.7K- 87.38% |
$452K - $469K
|
1.4K
$67.3K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-7.03K- 31.01% |
$327K - $340K
|
15.6K
$751K
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-4.96K- 47.74% |
$231K - $240K
|
5.43K
$261K
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-3.77K- 37.22% |
$175K - $182K
|
6.35K
$305K
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.72K- 59.74% |
$173K - $180K
|
2.51K
$120K
|
|
Feb 12, 2024
Q4 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-2.73K- 28.8% |
$127K - $132K
|
6.76K
$325K
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2K- 29.85% |
$93.2K - $96.7K
|
4.7K
$226K
|
|
Feb 06, 2024
Q4 2023
|
Concentrum Wealth Management
|
SELL
|
- |
-1.94K- 8.55% |
$90.1K - $93.6K
|
20.7K
$995K
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.76K- 12.26% |
$81.9K - $85K
|
12.6K
$604K
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.34K- 23.58% |
$62.4K - $64.8K
|
4.34K
$209K
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-1.22K- 91.73% |
$56.8K - $59K
|
110
$5.29K
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.09K- 1.94% |
$50.8K - $52.8K
|
55.3K
$2.66M
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-990- 19.15% |
$46.1K - $47.9K
|
4.18K
$201K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-807- 93.4% |
$37.6K - $39K
|
57
$2.74K
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-627- 60.23% |
$29.2K - $30.3K
|
414
$19.9K
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-524- 1.78% |
$24.4K - $25.3K
|
29K
$1.39M
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-400- 17.39% |
$18.6K - $19.3K
|
1.9K
$91.3K
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
SELL
|
- |
-315- 5.48% |
$14.7K - $15.2K
|
5.43K
$261K
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-290- 0.63% |
$13.5K - $14K
|
45.4K
$2.18M
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-277- 2.02% |
$12.9K - $13.4K
|
13.4K
$644K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-211- 4.48% |
$9.83K - $10.2K
|
4.5K
$216K
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-179- 2.54% |
$8.34K - $8.66K
|
6.87K
$330K
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-178- 3.17% |
$8.29K - $8.61K
|
5.44K
$261K
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-118- 9.7% |
$5.5K - $5.71K
|
1.1K
$52.8K
|
|
Jan 17, 2024
Q4 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-21- 0.25% |
$978 - $1.02K
|
8.54K
$411K
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-18- 58.06% |
$838 - $870
|
13
$625
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-3- 4.62% |
$140 - $145
|
62
$2.98K
|
|
Q3 2023 | |||||||
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-20.5K- 22.89% |
$964K - $981K
|
68.9K
$3.31M
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-11.8K- 99.9% |
$558K - $568K
|
12
$577
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-6.15K- 3.11% |
$290K - $295K
|
192K
$9.22M
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-5.32K- 17.84% |
$251K - $255K
|
24.5K
$1.18M
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-4.17K- 40.91% |
$197K - $200K
|
6.02K
$289K
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-3.61K- 9.06% |
$170K - $173K
|
36.2K
$1.74M
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-2K- 51.11% |
$94.3K - $95.9K
|
1.91K
$91.9K
|