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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.5K+ 7.87% |
$758K - $773K
|
212K
$10.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2.66KNew |
$131K - $133K
|
2.66K
$133K
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-340- 0.32% |
$16.7K - $17K
|
105K
$5.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
600K+ 32.56% |
$29.4M - $30M
|
2.44M
$122M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.34K- 19.82% |
$213K - $217K
|
17.6K
$877K
|
|
|
Nov 14, 2025
Q3 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-396- 4.35% |
$19.4K - $19.8K
|
8.7K
$435K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.49K+ 15.56% |
$416K - $424K
|
63K
$3.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.04K+ 10.12% |
$51.2K - $52.2K
|
11.4K
$567K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.19K- 2.48% |
$58.6K - $59.7K
|
46.9K
$2.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.05K- 1.13% |
$150K - $153K
|
266K
$13.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-334K- 6.72% |
$16.4M - $16.7M
|
4.63M
$231M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
254K+ 4.91% |
$12.5M - $12.7M
|
5.43M
$272M
|
|
|
Nov 13, 2025
Q3 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
421+ 4.86% |
$20.7K - $21K
|
9.08K
$454K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
34.5K+ 6.82% |
$1.69M - $1.73M
|
541K
$27M
|
|
|
Nov 13, 2025
Q3 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.06K+ 20.56% |
$51.9K - $52.9K
|
6.21K
$310K
|
|
|
Nov 13, 2025
Q3 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
288+ 4.31% |
$14.1K - $14.4K
|
6.97K
$348K
|
|
|
Nov 13, 2025
Q3 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
SELL
|
- |
-1.02K- 1.51% |
$50.2K - $51.1K
|
66.6K
$3.33M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
274New |
$13.4K - $13.7K
|
274
$13.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-81K- 32.3% |
$3.97M - $4.05M
|
170K
$8.48M
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-4.05K- 8.26% |
$199K - $203K
|
45K
$2.25M
|
|
|
Nov 13, 2025
Q3 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
30.9K+ 51.02% |
$1.52M - $1.54M
|
91.5K
$4.57M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
734+ 6.52% |
$36K - $36.7K
|
12K
$600K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
1.79K+ 0.94% |
$87.9K - $89.6K
|
192K
$9.59M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.7K+ 4.97% |
$573K - $583K
|
247K
$12.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-1.8K- 9.85% |
$88.2K - $89.9K
|
16.5K
$823K
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.57K+ 16.96% |
$126K - $128K
|
17.7K
$885K
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
149+ 1.05% |
$7.31K - $7.45K
|
14.3K
$716K
|
|
|
Nov 13, 2025
Q3 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4.39KNew |
$215K - $219K
|
4.39K
$219K
|
|
|
Nov 13, 2025
Q3 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
225+ 1.04% |
$11K - $11.2K
|
22K
$1.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.62K+ 12.03% |
$79.4K - $80.9K
|
15.1K
$753K
|
|
|
Nov 12, 2025
Q3 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
1.21K+ 2.99% |
$59.5K - $60.6K
|
41.8K
$2.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-530- 83.73% |
$26K - $26.5K
|
103
$5.15K
|
|
|
Nov 12, 2025
Q3 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-16.8K- 42.97% |
$824K - $840K
|
22.3K
$1.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-13.1K- 50.91% |
$642K - $654K
|
12.6K
$630K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
103+ 2.26% |
$5.05K - $5.15K
|
4.66K
$233K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-6.87K- 3.64% |
$337K - $343K
|
182K
$9.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
14K+ 2.98% |
$686K - $700K
|
484K
$24.2M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
129K+ 11.73% |
$6.35M - $6.47M
|
1.23M
$61.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-5.23K- 6.41% |
$257K - $262K
|
76.4K
$3.82M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
80.3K+ 54.12% |
$3.94M - $4.02M
|
229K
$11.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
90.6K+ 20.32% |
$4.44M - $4.53M
|
536K
$26.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-109- 14.23% |
$5.35K - $5.45K
|
657
$32.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
41New |
$2.01K - $2.05K
|
41
$2.05K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-6.76K- 61.57% |
$332K - $338K
|
4.22K
$211K
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-565- 3.78% |
$27.7K - $28.2K
|
14.4K
$718K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.07M+ 10.13% |
$52.4M - $53.4M
|
11.6M
$580M
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
6.73KNew |
$330K - $336K
|
6.73K
$336K
|
|
|
Nov 12, 2025
Q3 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
466+ 9.28% |
$22.9K - $23.3K
|
5.49K
$274K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.55K+ 45.8% |
$272K - $278K
|
17.7K
$883K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
38+ 0.88% |
$1.86K - $1.9K
|
4.36K
$218K
|
|