United Capital Financial Advisers, LLC First Tr ETF Fd Iv First Tr Lo Transaction History

United Capital Financial Advisers, LLC

$11.7 Billion
Q4 2024

A detailed history of United Capital Financial Advisers, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 38,683 shares of LMBS stock, worth $1.9 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

38,683

Previous 42,725 9.46%

Holding current value

$1.9 Million

Previous $2.11 Million 10.85%

% of portfolio

0.02%

Previous 0.01%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$48.48 - $49.47 $195,956 - $199,957	-4,042 Reduced 9.46%	38,683 $1.88 Million
Q3 2024 Nov 12, 2024	SELL	$47.95 - $49.61 $416,301 - $430,714	-8,682 Reduced 16.89%	42,725 $2.11 Million
Q2 2024 Aug 14, 2024	SELL	$47.58 - $48.41 $337,865 - $343,759	-7,101 Reduced 12.14%	51,407 $2.47 Million
Q1 2024 May 15, 2024	SELL	$47.95 - $48.49 $1.99 Million - $2.02 Million	-41,597 Reduced 41.55%	58,508 $2.82 Million
Q4 2023 Feb 14, 2024	SELL	$46.58 - $48.36 $8.58 Million - $8.9 Million	-184,125 Reduced 64.78%	100,105 $4.84 Million
Q3 2023 Nov 14, 2023	SELL	$47.15 - $47.94 $3.05 Million - $3.1 Million	-64,643 Reduced 18.53%	284,230 $13.4 Million
Q2 2023 Aug 14, 2023	SELL	$47.5 - $48.33 $11.8 Million - $12.1 Million	-249,390 Reduced 41.69%	348,873 $16.6 Million
Q1 2023 Aug 14, 2023	BUY	$47.34 - $48.21 $11.8 Million - $12 Million	249,390 Added 71.48%	598,263 $28.6 Million
Q1 2023 May 15, 2023	SELL	$47.34 - $48.21 $12.3 Million - $12.6 Million	-260,553 Reduced 30.34%	598,263 $28.6 Million
Q4 2022 Feb 14, 2023	SELL	$46.64 - $47.85 $13.1 Million - $13.4 Million	-280,110 Reduced 24.59%	858,816 $40.7 Million
Q3 2022 Nov 14, 2022	SELL	$47.35 - $48.58 $15.7 Million - $16.1 Million	-331,783 Reduced 22.56%	1,138,926 $53.9 Million
Q2 2022 Aug 11, 2022	SELL	$47.98 - $48.96 $6.9 Million - $7.04 Million	-143,861 Reduced 8.91%	1,470,709 $71 Million
Q1 2022 May 16, 2022	SELL	$48.85 - $50.03 $3.54 Million - $3.63 Million	-72,488 Reduced 4.3%	1,614,570 $79 Million
Q4 2021 Feb 14, 2022	BUY	$49.97 - $50.67 $1.32 Million - $1.34 Million	26,442 Added 1.59%	1,687,058 $84.3 Million
Q3 2021 Nov 15, 2021	BUY	$50.52 - $50.94 $4.67 Million - $4.71 Million	92,536 Added 5.9%	1,660,616 $84 Million
Q2 2021 Aug 13, 2021	BUY	$50.83 - $51.19 $2.07 Million - $2.08 Million	40,730 Added 2.67%	1,568,080 $79.8 Million
Q1 2021 May 14, 2021	BUY	$51.0 - $51.58 $3.6 Million - $3.64 Million	70,583 Added 4.85%	1,527,350 $78 Million
Q4 2020 Feb 17, 2021	BUY	$51.39 - $51.73 $3.49 Million - $3.51 Million	67,885 Added 4.89%	1,456,767 $75 Million
Q3 2020 Nov 13, 2020	BUY	$51.62 - $51.89 $1.38 Million - $1.39 Million	26,760 Added 1.96%	1,388,882 $71.8 Million
Q2 2020 Aug 13, 2020	BUY	$51.33 - $51.83 $4.1 Million - $4.14 Million	79,885 Added 6.23%	1,362,122 $70.4 Million
Q1 2020 May 15, 2020	BUY	$49.9 - $52.72 $3.04 Million - $3.21 Million	60,906 Added 4.99%	1,282,237 $65.4 Million
Q4 2019 Feb 14, 2020	BUY	$51.73 - $52.15 $3.62 Million - $3.65 Million	69,977 Added 6.08%	1,221,331 $63.3 Million
Q3 2019 Nov 14, 2019	BUY	$51.68 - $52.09 $3.36 Million - $3.39 Million	65,030 Added 5.99%	1,151,354 $59.9 Million
Q2 2019 Aug 13, 2019	BUY	$51.22 - $51.68 $4.03 Million - $4.07 Million	78,744 Added 7.82%	1,086,324 $56.1 Million
Q1 2019 May 14, 2019	BUY	$51.01 - $51.34 $5.29 Million - $5.32 Million	103,663 Added 11.47%	1,007,580 $51.7 Million
Q4 2018 Feb 14, 2019	BUY	$50.81 - $51.07 $8.79 Million - $8.84 Million	173,088 Added 23.68%	903,917 $46.1 Million
Q3 2018 Nov 14, 2018	BUY	$50.94 - $51.29 $5.13 Million - $5.16 Million	100,655 Added 15.97%	730,829 $37.3 Million
Q2 2018 Aug 14, 2018	BUY	$51.03 - $51.43 $6.1 Million - $6.15 Million	119,586 Added 23.42%	630,174 $32.2 Million
Q1 2018 May 15, 2018	BUY	$51.29 - $51.74 $9.51 Million - $9.6 Million	185,495 Added 57.06%	510,588 $26.2 Million
Q4 2017 Feb 13, 2018	BUY	$51.63 - $52.04 $1.74 Million - $1.75 Million	33,605 Added 11.53%	325,093 $16.8 Million
Q3 2017 Nov 14, 2017	BUY	$51.97 - $51.99 $15.1 Million - $15.2 Million	291,488	291,488 $15.2 Million

Others Institutions Holding LMBS

# of Institutions

445

Shares Held

78.2M

Call Options Held

Put Options Held

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About FIRST TR ETF FD IV FIRST TR LO

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United Capital Financial Advisers, LLC First Tr ETF Fd Iv First Tr Lo Transaction History