National Wealth Management Group, LLC First Tr ETF Fd Iv First Tr Lo Transaction History

National Wealth Management Group, LLC

$289 Billion
Q4 2025

A detailed history of National Wealth Management Group, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, National Wealth Management Group, LLC holds 62,315 shares of LMBS stock, worth $3.11 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares

62,315

Previous 17,113 264.14%

Holding current value

$3.11 Million

Previous $852 Million 265.59%

% of portfolio

1.08%

Previous 0.32%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$49.78 - $50.16 $2.25 Million - $2.27 Million	45,202 Added 264.14%	62,315 $3.12 Billion
Q3 2025 Oct 31, 2025	BUY	$49.05 - $49.99 $339,131 - $345,630	6,914 Added 67.79%	17,113 $852 Million
Q2 2025 Sep 25, 2025	BUY	$48.5 - $49.35 $41,516 - $42,243	856 Added 9.16%	10,199 $502 Million
Q1 2025 May 15, 2025	BUY	$48.31 - $49.23 $451,360 - $459,955	9,343 New	9,343 $459 Million
Q4 2023 Feb 01, 2024	SELL	$46.58 - $48.36 $24,407 - $25,340	-524 Reduced 1.78%	28,993 $1.4 Billion

Q3 2023 Nov 13, 2023	SELL	$47.15 - $47.94 $26,781 - $27,229	-568 Reduced 1.89%	29,517 $1.39 Billion
Q2 2023 Aug 09, 2023	BUY	$47.5 - $48.33 $114,285 - $116,281	2,406 Added 8.69%	30,085 $1.44 Billion
Q1 2023 May 15, 2023	BUY	$47.34 - $48.21 $1.31 Million - $1.33 Million	27,679 New	27,679 $1.33 Billion
Q4 2022 Nov 17, 2023	BUY	$46.64 - $47.85 $988,534 - $1.01 Million	21,195 Added 328.76%	27,642 $1.31 Billion
Q3 2022 Nov 17, 2023	SELL	$47.35 - $48.58 $1.09 Million - $1.12 Million	-23,070 Reduced 78.16%	6,447 $305 Million
Q2 2022 Nov 17, 2023	SELL	$47.98 - $48.96 $148,642 - $151,678	-3,098 Reduced 30.54%	7,045 $340 Million
Q1 2022 Nov 17, 2023	BUY	$48.85 - $50.03 $30,335 - $31,068	621 Added 6.52%	10,143 $497 Million
Q4 2021 Nov 17, 2023	SELL	$49.97 - $50.67 $999,150 - $1.01 Million	-19,995 Reduced 67.74%	9,522 $476 Million

Others Institutions Holding LMBS

# of Institutions

451

Shares Held

89.8M

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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National Wealth Management Group, LLC First Tr ETF Fd Iv First Tr Lo Transaction History