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 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.64KNew |
$222K - $225K
|
4.64K
$232K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
SELL
|
- |
-2.32K- 21.15% |
$111K - $113K
|
8.65K
$432K
|
|
|
May 15, 2024
Q1 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-59- 0.19% |
$2.83K - $2.86K
|
30.6K
$1.53M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
177+ 1.18% |
$8.49K - $8.58K
|
15.2K
$761K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
173K+ 196.19% |
$8.28M - $8.37M
|
261K
$13M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-24.4K- 6.76% |
$1.17M - $1.18M
|
337K
$16.8M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-2.3K- 26.22% |
$110K - $112K
|
6.48K
$323K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
7.15KNew |
$343K - $346K
|
7.15K
$357K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
16New |
$767 - $776
|
16
$799
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
123+ 0.33% |
$5.9K - $5.96K
|
37.9K
$1.89M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
8.8KNew |
$422K - $427K
|
8.8K
$439K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
350New |
$16.8K - $17K
|
350
$17.5K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-10.4K- 99.64% |
$498K - $503K
|
37
$1.85K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-2.56K- 31.98% |
$123K - $124K
|
5.43K
$271K
|
|
|
May 01, 2024
Q1 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-527- 5.6% |
$25.3K - $25.6K
|
8.89K
$444K
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
12.3KNew |
$588K - $594K
|
12.3K
$612K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-65- 18.01% |
$3.12K - $3.15K
|
296
$14.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
1.61K+ 1.02% |
$77.4K - $78.3K
|
160K
$7.98M
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
20.3KNew |
$972K - $983K
|
20.3K
$1.01M
|
|
| Q4 2023 | |||||||
|
May 28, 2025
Q4 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-4.53KClosed |
$211K - $219K
|
0
$0
|
|
|
Jul 10, 2024
Q4 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-76- 1.75% |
$3.54K - $3.68K
|
4.27K
$213K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
161New |
$7.5K - $7.79K
|
161
$8.04K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-178- 3.17% |
$8.29K - $8.61K
|
5.44K
$272K
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
114KNew |
$5.3M - $5.5M
|
114K
$5.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.09K- 1.94% |
$50.8K - $52.8K
|
55.3K
$2.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$46.6 - $48.4
|
1
$50
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
21.2KNew |
$989K - $1.03M
|
21.2K
$1.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-807- 93.4% |
$37.6K - $39K
|
57
$2.85K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
13.7KNew |
$638K - $662K
|
13.7K
$684K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
260New |
$12.1K - $12.6K
|
260
$13K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2K- 29.85% |
$93.2K - $96.7K
|
4.7K
$235K
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
6.3K+ 8.12% |
$293K - $305K
|
83.8K
$4.19M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
5.97KNew |
$278K - $289K
|
5.97K
$298K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-627- 60.23% |
$29.2K - $30.3K
|
414
$20.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.72K- 59.74% |
$173K - $180K
|
2.51K
$125K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-211- 4.48% |
$9.83K - $10.2K
|
4.5K
$225K
|
|
|
Jan 25, 2024
Q4 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-23.7K- 84.8% |
$1.1M - $1.15M
|
4.25K
$212K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-19K- 71.65% |
$885K - $919K
|
7.52K
$376K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
20New |
$932 - $967
|
20
$999
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-22.5K- 62.3% |
$1.05M - $1.09M
|
13.6K
$682K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-990- 19.15% |
$46.1K - $47.9K
|
4.18K
$209K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
62.2KNew |
$2.9M - $3.01M
|
62.2K
$3.11M
|
|
|
Jan 11, 2024
Q4 2023
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
36KNew |
$1.68M - $1.74M
|
36K
$1.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-277- 2.02% |
$12.9K - $13.4K
|
13.4K
$670K
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
45.8KNew |
$2.13M - $2.21M
|
45.8K
$2.29M
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-400- 17.39% |
$18.6K - $19.3K
|
1.9K
$94.9K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
2+ 0.94% |
$93.2 - $96.7
|
215
$10.7K
|
|
| Q3 2023 | |||||||
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-11.8K- 99.9% |
$558K - $568K
|
12
$600
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1+ 1.52% |
$47.2 - $47.9
|
67
$3.35K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-4.17K- 40.91% |
$197K - $200K
|
6.02K
$301K
|
|