Valley Financial Group, Inc. First Tr ETF Fd Iv First Tr Lo Transaction History

Valley Financial Group, Inc.

$176 Billion
Q3 2025

A detailed history of Valley Financial Group, Inc. transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Valley Financial Group, Inc. holds 13,324 shares of LMBS stock, worth $665,667. This represents 0.38% of its overall portfolio holdings.

Number of Shares

13,324

Previous 13,078 1.88%

Holding current value

$665,667

Previous $644 Million 2.98%

% of portfolio

0.38%

Previous 0.39%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$49.05 - $49.99 $12,066 - $12,297	246 Added 1.88%	13,324 $663 Million
Q2 2025 Aug 14, 2025	BUY	$48.5 - $49.35 $26,238 - $26,698	541 Added 4.32%	13,078 $644 Million
Q1 2025 May 14, 2025	BUY	$48.31 - $49.23 $34,445 - $35,100	713 Added 6.03%	12,537 $616 Million
Q4 2024 Feb 14, 2025	BUY	$48.48 - $49.47 $3,926 - $4,007	81 Added 0.69%	11,824 $575 Million
Q4 2023 Feb 13, 2024	BUY	$46.58 - $48.36 $546,988 - $567,891	11,743 New	11,743 $567 Million

Others Institutions Holding LMBS

# of Institutions

455

Shares Held

89.9M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF FD IV FIRST TR LO

Ticker LMBS
Sector ETFs
Industry ETFs

More about LMBS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Valley Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Valley Financial Group, Inc. with notifications on news.

Account

Valley Financial Group, Inc. First Tr ETF Fd Iv First Tr Lo Transaction History