Latest Institutional Transactions on First Tr ETF Fd Iv First Tr Lo (LMBS)
This table provides information on the latest institutional transactions involving First Tr ETF Fd Iv First Tr Lo (LMBS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
9+ 0.13% |
$448 - $451
|
6.7K
$334K
|
|
|
Jan 20, 2026
Q4 2025
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-1.82K- 4.71% |
$90.7K - $91.4K
|
36.9K
$1.84M
|
|
|
Jan 20, 2026
Q4 2025
|
American National Bank
|
SELL
|
- |
-204- 73.12% |
$10.2K - $10.2K
|
75
$3.75K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-224- 5.0% |
$11.2K - $11.2K
|
4.25K
$212K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-554- 3.57% |
$27.6K - $27.8K
|
15K
$748K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.58K- 4.26% |
$228K - $230K
|
103K
$5.15M
|
|
|
Jan 20, 2026
Q4 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
12K+ 86.31% |
$597K - $601K
|
25.9K
$1.29M
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
BUY
|
- |
5.17K+ 47.27% |
$258K - $260K
|
16.1K
$805K
|
|
|
Jan 20, 2026
Q4 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-8.11K- 33.11% |
$403K - $407K
|
16.4K
$818K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.75K+ 25.64% |
$87K - $87.7K
|
8.57K
$428K
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
62.8K+ 152.41% |
$3.13M - $3.15M
|
104K
$5.2M
|
|
|
Jan 20, 2026
Q4 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
11.9K+ 4.94% |
$592K - $597K
|
253K
$12.6M
|
|
|
Jan 20, 2026
Q4 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
9.6KNew |
$478K - $482K
|
9.6K
$480K
|
|
|
Jan 16, 2026
Q4 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
41+ 0.88% |
$2.04K - $2.06K
|
4.68K
$234K
|
|
|
Jan 16, 2026
Q4 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
16K+ 47.79% |
$796K - $802K
|
49.4K
$2.47M
|
|
|
Jan 16, 2026
Q4 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
8.92K+ 3.98% |
$444K - $447K
|
233K
$11.6M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.78K- 12.72% |
$288K - $290K
|
39.6K
$1.98M
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
5.14KNew |
$256K - $258K
|
5.14K
$257K
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
41.1K+ 8.4% |
$2.05M - $2.06M
|
531K
$26.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
18.6K+ 4.28% |
$925K - $932K
|
453K
$22.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
63+ 1.01% |
$3.14K - $3.16K
|
6.27K
$313K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.8K- 1.49% |
$89.4K - $90.1K
|
119K
$5.94M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
46New |
$2.29K - $2.31K
|
46
$2.3K
|
|
|
Jan 15, 2026
Q4 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
28+ 0.04% |
$1.39K - $1.4K
|
64.8K
$3.24M
|
|
|
Jan 15, 2026
Q4 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
3.81K+ 1.76% |
$190K - $191K
|
220K
$11M
|
|
|
Jan 14, 2026
Q4 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
144KNew |
$7.18M - $7.23M
|
144K
$7.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
6.75K+ 22.94% |
$336K - $338K
|
36.1K
$1.81M
|
|
|
Jan 14, 2026
Q4 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
4.66K+ 1.58% |
$232K - $234K
|
299K
$14.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
560+ 1.02% |
$27.9K - $28.1K
|
55.3K
$2.76M
|
|
|
Jan 14, 2026
Q4 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
17.5KNew |
$870K - $877K
|
17.5K
$874K
|
|
|
Jan 14, 2026
Q4 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
923+ 1.26% |
$45.9K - $46.3K
|
74.1K
$3.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
837+ 17.07% |
$41.7K - $42K
|
5.74K
$287K
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.88K+ 1.43% |
$143K - $144K
|
205K
$10.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-4.26K- 26.57% |
$212K - $214K
|
11.8K
$588K
|
|
|
Jan 14, 2026
Q4 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-2.35K- 5.8% |
$117K - $118K
|
38.1K
$1.91M
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
17.2KNew |
$857K - $864K
|
17.2K
$860K
|
|
|
Jan 14, 2026
Q4 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-944- 5.31% |
$47K - $47.4K
|
16.8K
$841K
|
|
|
Jan 14, 2026
Q4 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
26.6K+ 18.43% |
$1.32M - $1.33M
|
171K
$8.53M
|
|
|
Jan 14, 2026
Q4 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
5K+ 3.95% |
$249K - $251K
|
132K
$6.58M
|
|
|
Jan 13, 2026
Q4 2025
|
Boston Premier Wealth LLC
Hanover, MA |
SELL
|
- |
-95.4K- 82.67% |
$4.75M - $4.79M
|
20K
$999K
|
|
|
Jan 13, 2026
Q4 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
27.2K+ 13.88% |
$1.36M - $1.37M
|
223K
$11.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9.31K+ 9.38% |
$464K - $467K
|
109K
$5.43M
|
|
|
Jan 13, 2026
Q4 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
920+ 6.59% |
$45.8K - $46.1K
|
14.9K
$743K
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
2.87K+ 13.29% |
$143K - $144K
|
24.5K
$1.22M
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
766+ 13.96% |
$38.1K - $38.4K
|
6.25K
$312K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-328- 6.54% |
$16.3K - $16.5K
|
4.69K
$234K
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
5.83K+ 20.59% |
$290K - $292K
|
34.1K
$1.71M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-557- 7.54% |
$27.7K - $27.9K
|
6.83K
$341K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-3.33K- 6.28% |
$166K - $167K
|
49.6K
$2.48M
|
|
|
Jan 12, 2026
Q4 2025
|
Tl Private Wealth
|
BUY
|
- |
4.44K+ 1.35% |
$221K - $223K
|
333K
$16.6M
|
|