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 |
|---|---|---|---|---|---|---|---|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
179+ 44.31% |
$8.58K - $8.68K
|
583
$28.6K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
177+ 1.18% |
$8.49K - $8.58K
|
15.2K
$747K
|
|
|
May 15, 2024
Q1 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-59- 0.19% |
$2.83K - $2.86K
|
30.6K
$1.5M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
SELL
|
- |
-2.32K- 21.15% |
$111K - $113K
|
8.65K
$425K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.64KNew |
$222K - $225K
|
4.64K
$228K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
34.6KNew |
$1.66M - $1.68M
|
34.6K
$1.7M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.26KNew |
$204K - $206K
|
4.26K
$209K
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-3.86K- 24.64% |
$185K - $187K
|
11.8K
$580K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-2.3K- 26.22% |
$110K - $112K
|
6.48K
$318K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-24.4K- 6.76% |
$1.17M - $1.18M
|
337K
$16.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
173K+ 196.19% |
$8.28M - $8.37M
|
261K
$12.8M
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-11- 0.25% |
$527 - $533
|
4.4K
$216K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
16New |
$767 - $776
|
16
$785
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
7.15KNew |
$343K - $346K
|
7.15K
$351K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
123+ 0.33% |
$5.9K - $5.96K
|
37.9K
$1.86M
|
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
452+ 2.48% |
$21.7K - $21.9K
|
18.7K
$918K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
8.8KNew |
$422K - $427K
|
8.8K
$432K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
350New |
$16.8K - $17K
|
350
$17.2K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-10.4K- 99.64% |
$498K - $503K
|
37
$1.82K
|
|
|
May 01, 2024
Q1 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-527- 5.6% |
$25.3K - $25.6K
|
8.89K
$436K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-2.56K- 31.98% |
$123K - $124K
|
5.43K
$267K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
518New |
$24.8K - $25.1K
|
518
$25.4K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-102- 16.8% |
$4.89K - $4.95K
|
505
$24.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
12.3KNew |
$588K - $594K
|
12.3K
$602K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-65- 18.01% |
$3.12K - $3.15K
|
296
$14.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
1.61K+ 1.02% |
$77.4K - $78.3K
|
160K
$7.83M
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
20.3KNew |
$972K - $983K
|
20.3K
$995K
|
|
| Q4 2023 | |||||||
|
Jan 15, 2025
Q4 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-18.4KClosed |
$858K - $890K
|
0
$0
|
|
|
Jul 10, 2024
Q4 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-76- 1.75% |
$3.54K - $3.68K
|
4.27K
$210K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-18- 58.06% |
$838 - $870
|
13
$638
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
161New |
$7.5K - $7.79K
|
161
$7.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-178- 3.17% |
$8.29K - $8.61K
|
5.44K
$267K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
41New |
$1.91K - $1.98K
|
41
$2.01K
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
114KNew |
$5.3M - $5.5M
|
114K
$5.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.09K- 1.94% |
$50.8K - $52.8K
|
55.3K
$2.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
21.2KNew |
$989K - $1.03M
|
21.2K
$1.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$46.6 - $48.4
|
1
$49.1
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-807- 93.4% |
$37.6K - $39K
|
57
$2.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
13.7KNew |
$638K - $662K
|
13.7K
$672K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
260New |
$12.1K - $12.6K
|
260
$12.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
573New |
$26.7K - $27.7K
|
573
$28.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2K- 29.85% |
$93.2K - $96.7K
|
4.7K
$231K
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
6.3K+ 8.12% |
$293K - $305K
|
83.8K
$4.11M
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-524- 1.78% |
$24.4K - $25.3K
|
29K
$1.42M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
5.97KNew |
$278K - $289K
|
5.97K
$293K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-627- 60.23% |
$29.2K - $30.3K
|
414
$20.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.72K- 59.74% |
$173K - $180K
|
2.51K
$123K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-211- 4.48% |
$9.83K - $10.2K
|
4.5K
$221K
|
|
|
Jan 25, 2024
Q4 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-23.7K- 84.8% |
$1.1M - $1.15M
|
4.25K
$209K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-19K- 71.65% |
$885K - $919K
|
7.52K
$369K
|
|