Arkadios Wealth Advisors First Tr ETF Fd Iv First Tr Lo Transaction History

Arkadios Wealth Advisors

$1.71 Billion
Q4 2024

A detailed history of Arkadios Wealth Advisors transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Arkadios Wealth Advisors holds 10,085 shares of LMBS stock, worth $492,450. This represents 0.03% of its overall portfolio holdings.

Number of Shares

10,085

Previous 11,934 15.49%

Holding current value

$492,450

Previous $589,000 16.81%

% of portfolio

0.03%

Previous 0.04%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$48.48 - $49.47 $89,639 - $91,470	-1,849 Reduced 15.49%	10,085 $490,000
Q3 2024 Oct 24, 2024	BUY	$47.95 - $49.61 $78,685 - $81,410	1,641 Added 15.94%	11,934 $589,000
Q2 2024 Jul 29, 2024	BUY	$47.58 - $48.41 $85,596 - $87,089	1,799 Added 21.18%	10,293 $494,000
Q1 2024 Apr 30, 2024	SELL	$47.95 - $48.49 $116,182 - $117,491	-2,423 Reduced 22.19%	8,494 $409,000
Q4 2023 Jan 24, 2024	SELL	$46.58 - $48.36 $294,758 - $306,022	-6,328 Reduced 36.69%	10,917 $527,000
Q3 2023 Oct 13, 2023	SELL	$47.15 - $47.94 $2.62 Million - $2.66 Million	-55,532 Reduced 76.3%	17,245 $814,000
Q2 2023 Jul 26, 2023	BUY	$47.5 - $48.33 $99,607 - $101,348	2,097 Added 2.97%	72,777 $3.47 Million
Q1 2023 May 02, 2023	BUY	$47.34 - $48.21 $474,914 - $483,642	10,032 Added 16.54%	70,680 $3.38 Million
Q4 2022 Jan 11, 2023	SELL	$46.64 - $47.85 $152,652 - $156,613	-3,273 Reduced 5.12%	60,648 $0
Q3 2022 Oct 21, 2022	SELL	$47.35 - $48.58 $53,410 - $54,798	-1,128 Reduced 1.73%	63,921 $3.03 Million
Q2 2022 Jul 14, 2022	BUY	$47.98 - $48.96 $930,907 - $949,921	19,402 Added 42.5%	65,049 $3.14 Million
Q1 2022 May 02, 2022	SELL	$48.85 - $50.03 $170,730 - $174,854	-3,495 Reduced 7.11%	45,647 $2.23 Million
Q4 2021 Feb 03, 2022	SELL	$49.97 - $50.67 $599,989 - $608,394	-12,007 Reduced 19.64%	49,142 $2.46 Million
Q3 2021 Oct 19, 2021	SELL	$50.52 - $50.94 $947,401 - $955,277	-18,753 Reduced 23.47%	61,149 $3.09 Million
Q2 2021 Jul 28, 2021	SELL	$50.83 - $51.19 $736,374 - $741,589	-14,487 Reduced 15.35%	79,902 $4.07 Million
Q1 2021 Apr 26, 2021	BUY	$51.0 - $51.58 $2.75 Million - $2.78 Million	53,972 Added 133.54%	94,389 $4.82 Million
Q4 2020 Feb 09, 2021	BUY	$51.39 - $51.73 $2.02 Million - $2.04 Million	39,362 Added 3731.0%	40,417 $2.08 Million
Q3 2020 Nov 10, 2020	BUY	$51.62 - $51.89 $258 - $259	5 Added 0.48%	1,055 $54.5 Million
Q2 2020 Aug 10, 2020	BUY	$51.33 - $51.83 $256 - $259	5 Added 0.48%	1,050 $54.3 Million
Q1 2020 May 14, 2020	SELL	$49.9 - $52.72 $31,536 - $33,319	-632 Reduced 37.69%	1,045 $53.3 Million
Q4 2019 Feb 14, 2020	BUY	$51.73 - $52.15 $86,751 - $87,455	1,677 New	1,677 $86,000

Others Institutions Holding LMBS

# of Institutions

448

Shares Held

78.5M

Call Options Held

Put Options Held

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About FIRST TR ETF FD IV FIRST TR LO

Ticker LMBS
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Arkadios Wealth Advisors First Tr ETF Fd Iv First Tr Lo Transaction History