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 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-22.5K- 62.3% |
$1.05M - $1.09M
|
13.6K
$670K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
20New |
$932 - $967
|
20
$982
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
5.19KNew |
$242K - $251K
|
5.19K
$255K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-990- 19.15% |
$46.1K - $47.9K
|
4.18K
$205K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
62.2KNew |
$2.9M - $3.01M
|
62.2K
$3.05M
|
|
|
Jan 11, 2024
Q4 2023
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
36KNew |
$1.68M - $1.74M
|
36K
$1.77M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.34K- 23.58% |
$62.4K - $64.8K
|
4.34K
$213K
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
45.8KNew |
$2.13M - $2.21M
|
45.8K
$2.25M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-277- 2.02% |
$12.9K - $13.4K
|
13.4K
$658K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-400- 17.39% |
$18.6K - $19.3K
|
1.9K
$93.3K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
2+ 0.94% |
$93.2 - $96.7
|
215
$10.6K
|
|
| Q3 2023 | |||||||
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-11.8K- 99.9% |
$558K - $568K
|
12
$589
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1+ 1.52% |
$47.2 - $47.9
|
67
$3.29K
|
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-1.47K- 23.81% |
$69.1K - $70.2K
|
4.69K
$230K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-4.17K- 40.91% |
$197K - $200K
|
6.02K
$296K
|
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
380+ 7.43% |
$17.9K - $18.2K
|
5.5K
$270K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
207New |
$9.76K - $9.92K
|
207
$10.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
SELL
|
- |
-650- 8.05% |
$30.6K - $31.2K
|
7.42K
$364K
|
|
|
Nov 07, 2023
Q3 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-617- 4.06% |
$29.1K - $29.6K
|
14.6K
$716K
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-861- 11.38% |
$40.6K - $41.3K
|
6.71K
$329K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
499New |
$23.5K - $23.9K
|
499
$24.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-326- 5.56% |
$15.4K - $15.6K
|
5.53K
$272K
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-5.32K- 17.84% |
$251K - $255K
|
24.5K
$1.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
SELL
|
- |
-1.38K- 1.16% |
$65.3K - $66.3K
|
118K
$5.81M
|
|
|
Nov 02, 2023
Q3 2023
|
1776 Wealth LLC
|
SELL
|
- |
-1.52K- 10.05% |
$71.4K - $72.6K
|
13.6K
$665K
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
4.76KNew |
$225K - $228K
|
4.76K
$234K
|
|
|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
683+ 0.83% |
$32.2K - $32.7K
|
83.3K
$4.09M
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-20.5K- 22.89% |
$964K - $981K
|
68.9K
$3.38M
|
|
|
Oct 25, 2023
Q3 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-238- 4.22% |
$11.2K - $11.4K
|
5.4K
$265K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-15- 0.16% |
$707 - $719
|
9.41K
$462K
|
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
4.75KNew |
$224K - $228K
|
4.75K
$233K
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-3.61K- 9.06% |
$170K - $173K
|
36.2K
$1.78M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-719- 2.1% |
$33.9K - $34.5K
|
33.6K
$1.65M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-6.15K- 3.11% |
$290K - $295K
|
192K
$9.42M
|
|
|
Oct 05, 2023
Q3 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-132- 2.52% |
$6.22K - $6.33K
|
5.1K
$250K
|
|
| Q2 2023 | |||||||
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
3+ 0.06% |
$143 - $145
|
4.71K
$231K
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.31K+ 134.73% |
$157K - $160K
|
5.77K
$283K
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
4.49KNew |
$213K - $217K
|
4.49K
$220K
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
146KNew |
$6.94M - $7.06M
|
146K
$7.17M
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
1.66KNew |
$79K - $80.4K
|
1.66K
$81.6K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
10New |
$475 - $483
|
10
$491
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
17+ 0.14% |
$808 - $822
|
11.8K
$581K
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-152- 3.42% |
$7.22K - $7.35K
|
4.29K
$211K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
25.1KNew |
$1.19M - $1.21M
|
25.1K
$1.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
5.95KNew |
$283K - $288K
|
5.95K
$292K
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12KNew |
$568K - $578K
|
12K
$587K
|
|
|
Aug 09, 2023
Q2 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
1.64M+ 5833.91% |
$77.9M - $79.2M
|
1.67M
$81.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
- |
5.81KNew |
$276K - $281K
|
5.81K
$285K
|
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-300- 2.42% |
$14.3K - $14.5K
|
12.1K
$595K
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-109K- 90.49% |
$5.18M - $5.27M
|
11.5K
$563K
|
|