Kc Investment Advisors, LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Kc Investment Advisors, LLC

$223 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 06, 2023	SELL	$47.15 - $47.94 $15,370 - $15,628	-326 Reduced 5.56%	5,533 $261,000
Q4 2022 Feb 09, 2023	SELL	$46.64 - $47.85 $1,492 - $1,531	-32 Reduced 0.54%	5,859 $278,000
Q2 2022 Aug 15, 2022	SELL	$47.98 - $48.96 $1,583 - $1,615	-33 Reduced 0.56%	5,891 $285,000
Q1 2022 May 13, 2022	SELL	$48.85 - $50.03 $133,018 - $136,231	-2,723 Reduced 31.49%	5,924 $290,000
Q4 2021 Feb 15, 2022	BUY	$49.97 - $50.67 $174,895 - $177,345	3,500 Added 68.0%	8,647 $432,000
Q3 2021 Nov 15, 2021	BUY	$50.52 - $50.94 $260,026 - $262,188	5,147 New	5,147 $260,000
Q1 2021 May 14, 2021	SELL	$51.0 - $51.58 $626,535 - $633,660	-12,285 Closed	0 $0
Q4 2020 Feb 12, 2021	SELL	$51.39 - $51.73 $3,648 - $3,672	-71 Reduced 0.57%	12,285 $632,000
Q2 2020 Aug 18, 2020	BUY	$51.33 - $51.83 $6,929 - $6,997	135 Added 1.1%	12,356 $639,000
Q1 2020 May 14, 2020	BUY	$49.9 - $52.72 $395,257 - $417,595	7,921 Added 184.21%	12,221 $623,000
Q4 2019 Feb 14, 2020	BUY	$51.73 - $52.15 $8,535 - $8,604	165 Added 3.99%	4,300 $223,000
Q3 2019 Nov 14, 2019	BUY	$51.68 - $52.09 $213,696 - $215,392	4,135 New	4,135 $215,000

Others Institutions Holding LMBS

# of Institutions

419

Shares Held

70.9M

Call Options Held

0

Put Options Held

0

About FIRST TR ETF FD IV FIRST TR LO

Ticker LMBS
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