Optimum Investment Advisors First Tr ETF Fd Iv First Tr Lo Transaction History

Optimum Investment Advisors

$244 Million
Q3 2025

A detailed history of Optimum Investment Advisors transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Optimum Investment Advisors holds 1,900 shares of LMBS stock, worth $94,924. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,900

Previous 1,900 -0.0%

Holding current value

$94,924

Previous $93,000 1.08%

% of portfolio

0.04%

Previous 0.04%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 08, 2024	SELL	$46.58 - $48.36 $18,632 - $19,344	-400 Reduced 17.39%	1,900 $91,000
Q1 2023 May 03, 2023	SELL	$47.34 - $48.21 $203,562 - $207,303	-4,300 Reduced 65.15%	2,300 $110,000
Q2 2022 Jul 12, 2022	BUY	$47.98 - $48.96 $79,071 - $80,686	1,648 Added 33.28%	6,600 $319,000
Q1 2022 Apr 08, 2022	BUY	$48.85 - $50.03 $2,540 - $2,601	52 Added 1.06%	4,952 $242,000
Q3 2021 Oct 22, 2021	SELL	$50.52 - $50.94 $318,276 - $320,922	-6,300 Reduced 56.25%	4,900 $248,000

Q2 2021 Aug 02, 2021	SELL	$50.83 - $51.19 $330,395 - $332,735	-6,500 Reduced 36.72%	11,200 $570,000
Q1 2021 Apr 15, 2021	SELL	$51.0 - $51.58 $22,950 - $23,211	-450 Reduced 2.48%	17,700 $904,000
Q4 2020 Jan 21, 2021	BUY	$51.39 - $51.73 $159,309 - $160,363	3,100 Added 20.6%	18,150 $934,000
Q3 2020 Oct 06, 2020	BUY	$51.62 - $51.89 $185,832 - $186,804	3,600 Added 31.44%	15,050 $778,000
Q2 2020 Jul 16, 2020	BUY	$51.33 - $51.83 $97,527 - $98,477	1,900 Added 19.9%	11,450 $592,000
Q4 2019 Jan 22, 2020	BUY	$51.73 - $52.15 $144,844 - $146,020	2,800 Added 41.48%	9,550 $495,000
Q3 2019 Oct 17, 2019	BUY	$51.68 - $52.09 $348,840 - $351,607	6,750 New	6,750 $351,000

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
Sector ETFs
Industry ETFs

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Optimum Investment Advisors First Tr ETF Fd Iv First Tr Lo Transaction History