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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
60.8K+ 909.34% |
$2.95M - $3.01M
|
67.5K
$3.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-351- 0.46% |
$17K - $17.4K
|
76.4K
$3.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.68K- 13.76% |
$81.6K - $83.3K
|
10.6K
$518K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-166K- 1.36% |
$8.07M - $8.23M
|
12.1M
$592M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-8.32K- 4.66% |
$403K - $411K
|
170K
$8.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
91+ 0.21% |
$4.41K - $4.5K
|
43K
$2.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
33.5K+ 7.32% |
$1.62M - $1.66M
|
490K
$24.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.92K- 5.48% |
$92.8K - $94.7K
|
33.1K
$1.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.16K+ 9.41% |
$105K - $107K
|
25.1K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
6.11K+ 4.01% |
$296K - $302K
|
159K
$7.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.58K- 60.99% |
$319K - $326K
|
4.21K
$207K
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-26.5K- 22.03% |
$1.29M - $1.31M
|
93.8K
$4.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.98K+ 6.65% |
$387K - $395K
|
128K
$6.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.83K+ 23.65% |
$137K - $140K
|
14.8K
$725K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
5.37KNew |
$260K - $266K
|
5.37K
$264K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
51+ 1.02% |
$2.47K - $2.52K
|
5.05K
$248K
|
|
|
Feb 13, 2025
Q4 2024
|
Chiron Capital Management, LLC
|
SELL
|
- |
-2K- 20.96% |
$97K - $98.9K
|
7.54K
$370K
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
141+ 0.52% |
$6.84K - $6.98K
|
27.3K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-11.6K- 16.72% |
$560K - $572K
|
57.6K
$2.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-11.6K- 16.82% |
$563K - $574K
|
57.4K
$2.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
72.5K+ 46.71% |
$3.51M - $3.59M
|
228K
$11.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.7K+ 2.8% |
$520K - $530K
|
394K
$19.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Concentrum Wealth Management
|
SELL
|
- |
-4.9K- 23.67% |
$238K - $242K
|
15.8K
$775K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
14KNew |
$677K - $691K
|
14K
$686K
|
|
|
Feb 13, 2025
Q4 2024
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
121KNew |
$5.89M - $6.01M
|
121K
$5.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
625New |
$30.3K - $30.9K
|
625
$30.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
17.7KNew |
$860K - $878K
|
17.7K
$871K
|
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
51.7KNew |
$2.51M - $2.56M
|
51.7K
$2.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
40.3KNew |
$1.95M - $1.99M
|
40.3K
$1.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-24.9K- 21.57% |
$1.21M - $1.23M
|
90.5K
$4.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
740K+ 75.1% |
$35.9M - $36.6M
|
1.72M
$84.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
4+ 0.04% |
$194 - $198
|
9.74K
$478K
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-2.38K- 0.85% |
$116K - $118K
|
277K
$13.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
77New |
$3.73K - $3.81K
|
77
$3.78K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
11.9K+ 18.5% |
$577K - $589K
|
76.3K
$3.74M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.75K+ 1.04% |
$133K - $136K
|
268K
$13.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-808- 13.66% |
$39.2K - $40K
|
5.11K
$251K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.04K- 9.46% |
$196K - $200K
|
38.7K
$1.9M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
5.45K+ 0.52% |
$264K - $270K
|
1.05M
$51.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.4K+ 5.75% |
$503K - $514K
|
191K
$9.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
225+ 164.23% |
$10.9K - $11.1K
|
362
$17.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
226K+ 1067.97% |
$11M - $11.2M
|
248K
$12.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.97K- 0.66% |
$192K - $196K
|
601K
$29.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
6.05K+ 4.9% |
$293K - $299K
|
130K
$6.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.41K- 9.85% |
$214K - $218K
|
40.4K
$1.98M
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
15.9KNew |
$771K - $787K
|
15.9K
$781K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-93.4KClosed |
$4.53M - $4.62M
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-61- 1.17% |
$2.96K - $3.02K
|
5.13K
$252K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.1K+ 2.33% |
$53.2K - $54.3K
|
48.2K
$2.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-429- 26.16% |
$20.8K - $21.2K
|
1.21K
$59.4K
|