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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-1.44K- 24.25% |
$69K - $71.4K
|
4.5K
$222K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.22K- 10.48% |
$58.6K - $60.7K
|
10.4K
$515K
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-938- 18.05% |
$45K - $46.5K
|
4.26K
$210K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-709- 0.31% |
$34K - $35.2K
|
229K
$11.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-530- 30.03% |
$25.4K - $26.3K
|
1.24K
$60.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-279- 2.33% |
$13.4K - $13.8K
|
11.7K
$577K
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-181- 0.37% |
$8.68K - $8.98K
|
48.5K
$2.39M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-149- 2.83% |
$7.14K - $7.39K
|
5.11K
$252K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-45- 0.34% |
$2.16K - $2.23K
|
13K
$641K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-27- 0.35% |
$1.29K - $1.34K
|
7.76K
$382K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-15- 1.79% |
$719 - $744
|
825
$40.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-15- 1.79% |
$719 - $744
|
825
$40.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4- 1.25% |
$192 - $198
|
317
$15.6K
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-10.6K- 72.84% |
$504K - $513K
|
3.95K
$195K
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-7.32K- 62.84% |
$348K - $354K
|
4.33K
$213K
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-2.86K- 5.92% |
$136K - $138K
|
45.4K
$2.24M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.06K- 3.15% |
$98.1K - $99.8K
|
63.3K
$3.12M
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-806- 15.92% |
$38.3K - $39K
|
4.26K
$210K
|
|
|
Jul 25, 2024
Q2 2024
|
Shaker Investments LLC
|
SELL
|
- |
-150- 2.54% |
$7.14K - $7.26K
|
5.77K
$284K
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-101- 14.31% |
$4.81K - $4.89K
|
605
$29.8K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-65- 1.12% |
$3.09K - $3.15K
|
5.73K
$282K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-30- 27.27% |
$1.43K - $1.45K
|
80
$3.94K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-10- 13.33% |
$476 - $484
|
65
$3.2K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-24.4K- 6.76% |
$1.17M - $1.18M
|
337K
$16.6M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-10.4K- 99.64% |
$498K - $503K
|
37
$1.82K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-2.56K- 31.98% |
$123K - $124K
|
5.43K
$268K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
SELL
|
- |
-2.32K- 21.15% |
$111K - $113K
|
8.65K
$426K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-2.3K- 26.22% |
$110K - $112K
|
6.48K
$319K
|
|
|
May 01, 2024
Q1 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-527- 5.6% |
$25.3K - $25.6K
|
8.89K
$438K
|
|
|
Jun 10, 2025
Q1 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-360Closed |
$17.3K - $17.5K
|
0
$0
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-339- 89.45% |
$16.3K - $16.4K
|
40
$1.97K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-102- 16.8% |
$4.89K - $4.95K
|
505
$24.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-65- 18.01% |
$3.12K - $3.15K
|
296
$14.6K
|
|
|
May 15, 2024
Q1 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-59- 0.19% |
$2.83K - $2.86K
|
30.6K
$1.51M
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-11- 0.25% |
$527 - $533
|
4.4K
$217K
|
|
| Q4 2023 | |||||||
|
Jan 25, 2024
Q4 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-23.7K- 84.8% |
$1.1M - $1.15M
|
4.25K
$210K
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-22.5K- 62.3% |
$1.05M - $1.09M
|
13.6K
$672K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-19K- 71.65% |
$885K - $919K
|
7.52K
$371K
|
|
|
May 28, 2025
Q4 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-4.53KClosed |
$211K - $219K
|
0
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.72K- 59.74% |
$173K - $180K
|
2.51K
$124K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2K- 29.85% |
$93.2K - $96.7K
|
4.7K
$232K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.34K- 23.58% |
$62.4K - $64.8K
|
4.34K
$214K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.09K- 1.94% |
$50.8K - $52.8K
|
55.3K
$2.72M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-990- 19.15% |
$46.1K - $47.9K
|
4.18K
$206K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-807- 93.4% |
$37.6K - $39K
|
57
$2.81K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-627- 60.23% |
$29.2K - $30.3K
|
414
$20.4K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-400- 17.39% |
$18.6K - $19.3K
|
1.9K
$93.6K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-277- 2.02% |
$12.9K - $13.4K
|
13.4K
$661K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-211- 4.48% |
$9.83K - $10.2K
|
4.5K
$222K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-178- 3.17% |
$8.29K - $8.61K
|
5.44K
$268K
|
|