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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-4.15K- 22.72% |
$197K - $200K
|
14.1K
$692K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3+ 1.02% |
$143 - $145
|
296
$14.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-1.23K- 16.02% |
$58.4K - $59.4K
|
6.45K
$317K
|
|
|
Aug 02, 2023
Q2 2023
|
Keystone Financial Services
|
SELL
|
- |
-1- 0.02% |
$47.5 - $48.3
|
4.82K
$236K
|
|
|
Aug 02, 2023
Q2 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
40.3KNew |
$1.91M - $1.95M
|
40.3K
$1.98M
|
|
|
Jul 28, 2023
Q2 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-175- 5.35% |
$8.31K - $8.46K
|
3.1K
$152K
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
238New |
$11.3K - $11.5K
|
238
$11.7K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.24K- 2.97% |
$58.9K - $60K
|
40.6K
$1.99M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
48New |
$2.28K - $2.32K
|
48
$2.36K
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
17+ 0.27% |
$808 - $822
|
6.22K
$305K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
60New |
$2.85K - $2.9K
|
60
$2.94K
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-262- 82.39% |
$12.4K - $12.7K
|
56
$2.75K
|
|
| Q1 2023 | |||||||
|
May 22, 2023
Q1 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-290- 0.18% |
$13.7K - $14K
|
159K
$7.82M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.66KNew |
$363K - $369K
|
7.66K
$376K
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
12+ 0.27% |
$568 - $579
|
4.49K
$220K
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-2.63K- 37.23% |
$124K - $127K
|
4.43K
$217K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
877New |
$41.5K - $42.3K
|
877
$43K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
1.2K+ 119800.0% |
$56.7K - $57.8K
|
1.2K
$58.8K
|
|
|
May 10, 2023
Q1 2023
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-495- 9.68% |
$23.4K - $23.9K
|
4.62K
$227K
|
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
34.3KNew |
$1.62M - $1.65M
|
34.3K
$1.68M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
44KNew |
$2.09M - $2.12M
|
44K
$2.16M
|
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
1.08KNew |
$51K - $52K
|
1.08K
$52.9K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-1.52K- 65.9% |
$72K - $73.3K
|
787
$38.6K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
698+ 7.54% |
$33K - $33.7K
|
9.96K
$489K
|
|
|
May 03, 2023
Q1 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-22- 0.14% |
$1.04K - $1.06K
|
15.5K
$762K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-324- 3.86% |
$15.3K - $15.6K
|
8.07K
$396K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-1.5K- 23.81% |
$71K - $72.3K
|
4.8K
$236K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-53.7K- 32.32% |
$2.54M - $2.59M
|
112K
$5.52M
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-7.59K- 4.56% |
$359K - $366K
|
159K
$7.79M
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
10.9KNew |
$516K - $525K
|
10.9K
$535K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.76K- 17.54% |
$83.3K - $84.8K
|
8.27K
$406K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-9- 0.42% |
$426 - $434
|
2.12K
$104K
|
|
|
Apr 19, 2023
Q1 2023
|
Manchester Financial Inc
|
SELL
|
- |
-9.89K- 24.99% |
$468K - $477K
|
29.7K
$1.46M
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-645- 8.33% |
$30.5K - $31.1K
|
7.1K
$349K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.22K- 12.96% |
$57.9K - $59K
|
8.22K
$403K
|
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-14- 6.31% |
$663 - $675
|
208
$10.2K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
120+ 2.53% |
$5.68K - $5.79K
|
4.86K
$239K
|
|
|
Apr 06, 2023
Q1 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
98.7KNew |
$4.67M - $4.76M
|
98.7K
$4.85M
|
|
| Q4 2022 | |||||||
|
Mar 01, 2023
Q4 2022
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
11.1KNew |
$516K - $529K
|
11.1K
$543K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
400New |
$18.7K - $19.1K
|
400
$19.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
920+ 1.91% |
$42.9K - $44K
|
49K
$2.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.4KNew |
$298K - $306K
|
6.4K
$314K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
989New |
$46.1K - $47.3K
|
989
$48.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-5.09K- 46.12% |
$237K - $243K
|
5.95K
$292K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
582+ 3.21% |
$27.1K - $27.8K
|
18.7K
$918K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.2KNew |
$56K - $57.4K
|
1.2K
$58.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-621- 3.41% |
$29K - $29.7K
|
17.6K
$864K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.33KNew |
$62K - $63.6K
|
1.33K
$65.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-2.61K- 5.84% |
$121K - $125K
|
42K
$2.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
55+ 100.0% |
$2.57K - $2.63K
|
110
$5.4K
|
|