Clifford Swan Investment Counsel LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Clifford Swan Investment Counsel LLC

$2.85 Billion
Q3 2025

A detailed history of Clifford Swan Investment Counsel LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Clifford Swan Investment Counsel LLC holds 326,769 shares of LMBS stock, worth $16.3 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

326,769

Previous 306,127 6.74%

Holding current value

$16.3 Million

Previous $15.1 Million 7.89%

% of portfolio

0.57%

Previous 0.56%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$49.05 - $49.99 $1.01 Million - $1.03 Million	20,642 Added 6.74%	326,769 $16.3 Million
Q2 2025 Jul 30, 2025	SELL	$48.5 - $49.35 $135,412 - $137,785	-2,792 Reduced 0.9%	306,127 $15.1 Million
Q1 2025 May 05, 2025	SELL	$48.31 - $49.23 $373,677 - $380,794	-7,735 Reduced 2.44%	308,919 $15.2 Million
Q4 2024 Feb 05, 2025	SELL	$48.48 - $49.47 $345,565 - $352,622	-7,128 Reduced 2.2%	316,654 $15.4 Million
Q3 2024 Nov 14, 2024	BUY	$47.95 - $49.61 $4.35 Million - $4.5 Million	90,723 Added 38.93%	323,782 $16 Million

Q2 2024 Aug 06, 2024	SELL	$47.58 - $48.41 $1.11 Million - $1.13 Million	-23,250 Reduced 9.07%	233,059 $11.2 Million
Q1 2024 Apr 16, 2024	BUY	$47.95 - $48.49 $637,255 - $644,432	13,290 Added 5.47%	256,309 $12.4 Million
Q4 2023 Feb 06, 2024	SELL	$46.58 - $48.36 $2.47 Million - $2.57 Million	-53,120 Reduced 17.94%	243,019 $11.7 Million
Q3 2023 Nov 09, 2023	SELL	$47.15 - $47.94 $1.24 Million - $1.26 Million	-26,259 Reduced 8.14%	296,139 $14 Million
Q2 2023 Aug 03, 2023	SELL	$47.5 - $48.33 $506,682 - $515,536	-10,667 Reduced 3.2%	322,398 $15.4 Million
Q1 2023 May 05, 2023	SELL	$47.34 - $48.21 $861,114 - $876,939	-18,190 Reduced 5.18%	333,065 $15.9 Million
Q4 2022 Feb 02, 2023	SELL	$46.64 - $47.85 $4.5 Million - $4.61 Million	-96,400 Reduced 21.53%	351,255 $16.7 Million
Q3 2022 Nov 04, 2022	SELL	$47.35 - $48.58 $4.37 Million - $4.48 Million	-92,273 Reduced 17.09%	447,655 $21.2 Million
Q2 2022 Aug 04, 2022	SELL	$47.98 - $48.96 $1.54 Million - $1.58 Million	-32,185 Reduced 5.63%	539,928 $26.1 Million
Q1 2022 May 03, 2022	SELL	$48.85 - $50.03 $2.64 Million - $2.7 Million	-53,962 Reduced 8.62%	572,113 $28 Million
Q4 2021 Feb 11, 2022	SELL	$49.97 - $50.67 $694,333 - $704,059	-13,895 Reduced 2.17%	626,075 $31.3 Million
Q3 2021 Nov 02, 2021	BUY	$50.52 - $50.94 $158,935 - $160,257	3,146 Added 0.49%	639,970 $32.4 Million
Q2 2021 Aug 05, 2021	BUY	$50.83 - $51.19 $1.71 Million - $1.72 Million	33,597 Added 5.57%	636,824 $32.4 Million
Q1 2021 May 07, 2021	BUY	$51.0 - $51.58 $1.85 Million - $1.87 Million	36,221 Added 6.39%	603,227 $30.8 Million
Q4 2020 Feb 11, 2021	BUY	$51.39 - $51.73 $7.14 Million - $7.19 Million	138,936 Added 32.46%	567,006 $29.2 Million
Q3 2020 Oct 30, 2020	BUY	$51.62 - $51.89 $2.97 Million - $2.98 Million	57,475 Added 15.51%	428,070 $22.1 Million
Q2 2020 Aug 06, 2020	BUY	$51.33 - $51.83 $4.03 Million - $4.07 Million	78,451 Added 26.85%	370,595 $19.2 Million
Q1 2020 Apr 09, 2020	BUY	$49.9 - $52.72 $2.03 Million - $2.14 Million	40,607 Added 16.14%	292,144 $14.9 Million
Q4 2019 Jan 30, 2020	BUY	$51.73 - $52.15 $4.22 Million - $4.25 Million	81,581 Added 48.0%	251,537 $13 Million
Q3 2019 Nov 12, 2019	BUY	$51.68 - $52.09 $1.39 Million - $1.4 Million	26,841 Added 18.75%	169,956 $8.84 Million
Q2 2019 Aug 13, 2019	BUY	$51.22 - $51.68 $2.4 Million - $2.42 Million	46,839 Added 48.65%	143,115 $7.4 Million
Q1 2019 May 14, 2019	SELL	$51.01 - $51.34 $2.29 Million - $2.3 Million	-44,857 Closed	0 $0
Q4 2018 Feb 13, 2019	BUY	$50.81 - $51.07 $717,030 - $720,699	14,112 Added 45.9%	44,857 $2.29 Million
Q3 2018 Nov 14, 2018	BUY	$50.94 - $51.29 $1.09 Million - $1.1 Million	21,428 Added 229.99%	30,745 $1.57 Million
Q2 2018 Aug 13, 2018	BUY	$51.03 - $51.43 $475,446 - $479,173	9,317 New	9,317 $477,000

Others Institutions Holding LMBS

# of Institutions

455

Shares Held

89.9M

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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Clifford Swan Investment Counsel LLC First Tr ETF Fd Iv First Tr Lo Transaction History