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 07, 2026
Q4 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
14.2K+ 9.27% |
$708K - $713K
|
168K
$8.37M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
419+ 7.58% |
$20.9K - $21K
|
5.95K
$297K
|
|
|
Jan 07, 2026
Q4 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
BUY
|
- |
1.6K+ 5.13% |
$79.6K - $80.3K
|
32.8K
$1.64M
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
15+ 0.24% |
$747 - $752
|
6.38K
$319K
|
|
|
Jan 07, 2026
Q4 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-230- 2.65% |
$11.4K - $11.5K
|
8.44K
$422K
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
209+ 3.74% |
$10.4K - $10.5K
|
5.8K
$290K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-9.03K- 21.31% |
$450K - $453K
|
33.3K
$1.67M
|
|
| Q3 2025 | |||||||
|
Jan 06, 2026
Q3 2025
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-623- 15.84% |
$30.6K - $31.1K
|
3.31K
$165K
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.87K+ 3.43% |
$91.8K - $93.5K
|
56.5K
$2.82M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.55K- 22.97% |
$125K - $127K
|
8.55K
$427K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
50K+ 22.28% |
$2.45M - $2.5M
|
274K
$13.7M
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-4.68K- 1.51% |
$230K - $234K
|
306K
$15.3M
|
|
|
Nov 24, 2025
Q3 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
31.6K+ 40.85% |
$1.55M - $1.58M
|
109K
$5.44M
|
|
|
Nov 21, 2025
Q3 2025
|
Petix & Botte CO
|
SELL
|
- |
-16.4K- 5.93% |
$806K - $822K
|
261K
$13M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
145+ 3.16% |
$7.11K - $7.25K
|
4.73K
$236K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-340- 56.29% |
$16.7K - $17K
|
264
$13.2K
|
|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-10.1K- 36.17% |
$494K - $503K
|
17.8K
$887K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.51K+ 6.45% |
$319K - $326K
|
107K
$5.37M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.84K- 11.87% |
$188K - $192K
|
28.5K
$1.42M
|
|
|
Nov 18, 2025
Q3 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
3.03K+ 27.9% |
$149K - $151K
|
13.9K
$694K
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
2.1K+ 9.87% |
$103K - $105K
|
23.4K
$1.17M
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
6.44K+ 6.33% |
$316K - $322K
|
108K
$5.41M
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-27.4K- 6.1% |
$1.34M - $1.37M
|
421K
$21M
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
518New |
$25.4K - $25.9K
|
518
$25.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
573+ 0.47% |
$28.1K - $28.6K
|
122K
$6.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9New |
$441 - $450
|
9
$450
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-340- 3.21% |
$16.7K - $17K
|
10.3K
$513K
|
|
|
Nov 14, 2025
Q3 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-10- 0.17% |
$491 - $500
|
5.75K
$287K
|
|
|
Nov 14, 2025
Q3 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
6.51K+ 12.33% |
$319K - $325K
|
59.3K
$2.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
247K+ 15.14% |
$12.1M - $12.3M
|
1.88M
$93.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
369K+ 2.74% |
$18.1M - $18.4M
|
13.8M
$690M
|
|
|
Nov 14, 2025
Q3 2025
|
Hamilton Wealth, LLC
|
SELL
|
- |
-38.6K- 69.23% |
$1.89M - $1.93M
|
17.2K
$858K
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-380- 1.37% |
$18.6K - $19K
|
27.3K
$1.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.82K+ 1.93% |
$236K - $241K
|
255K
$12.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
11.1K+ 172.85% |
$543K - $554K
|
17.5K
$874K
|
|
|
Nov 14, 2025
Q3 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
4.73KNew |
$232K - $236K
|
4.73K
$236K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
23.3K+ 6.44% |
$1.14M - $1.16M
|
384K
$19.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
449KNew |
$22M - $22.5M
|
449K
$22.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
24.6K+ 2.95% |
$1.21M - $1.23M
|
858K
$42.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.63KNew |
$276K - $281K
|
5.63K
$281K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
9+ 7.76% |
$441 - $450
|
125
$6.25K
|
|
|
Nov 14, 2025
Q3 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
51.5K+ 6.81% |
$2.52M - $2.57M
|
807K
$40.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Chiron Capital Management, LLC
|
SELL
|
- |
-900- 11.93% |
$44.1K - $45K
|
6.64K
$332K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
40.7K+ 12.52% |
$2M - $2.04M
|
366K
$18.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
21.7K+ 2.55% |
$1.07M - $1.09M
|
873K
$43.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
47.9KNew |
$2.35M - $2.39M
|
47.9K
$2.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
2.66K+ 9.04% |
$130K - $133K
|
32.1K
$1.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-573- 14.3% |
$28.1K - $28.6K
|
3.43K
$172K
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
6.12K+ 31.91% |
$300K - $306K
|
25.3K
$1.26M
|
|
|
Nov 14, 2025
Q3 2025
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
246+ 1.88% |
$12.1K - $12.3K
|
13.3K
$666K
|
|