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 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-11.2K- 29.24% |
$548K - $559K
|
27K
$1.35M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-74.8K- 49.29% |
$3.67M - $3.74M
|
76.9K
$3.84M
|
|
|
Nov 06, 2025
Q3 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
4.05K+ 6.22% |
$198K - $202K
|
69K
$3.45M
|
|
|
Nov 06, 2025
Q3 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
16.2K+ 29.88% |
$795K - $810K
|
70.4K
$3.52M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.82KNew |
$334K - $341K
|
6.82K
$341K
|
|
|
Nov 06, 2025
Q3 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
7.01K+ 5.53% |
$344K - $350K
|
134K
$6.68M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
47.1K+ 6.75% |
$2.31M - $2.35M
|
744K
$37.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
1.35K+ 14.87% |
$66K - $67.2K
|
10.4K
$519K
|
|
|
Nov 06, 2025
Q3 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
102+ 0.08% |
$5K - $5.1K
|
131K
$6.54M
|
|
|
Nov 06, 2025
Q3 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-24- 0.52% |
$1.18K - $1.2K
|
4.63K
$231K
|
|
|
Nov 06, 2025
Q3 2025
|
1776 Wealth LLC
|
SELL
|
- |
-2.08K- 21.34% |
$102K - $104K
|
7.68K
$383K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
13.5K+ 5.09% |
$664K - $677K
|
279K
$14M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
45.5K+ 18.04% |
$2.23M - $2.27M
|
298K
$14.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-24- 0.49% |
$1.18K - $1.2K
|
4.9K
$245K
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
462+ 11.25% |
$22.7K - $23.1K
|
4.57K
$228K
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-5.72K- 54.2% |
$281K - $286K
|
4.83K
$241K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.74K- 44.93% |
$135K - $137K
|
3.36K
$168K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-302- 0.8% |
$14.8K - $15.1K
|
37.3K
$1.86M
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-325- 3.81% |
$15.9K - $16.2K
|
8.21K
$410K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
178New |
$8.73K - $8.9K
|
178
$8.89K
|
|
|
Nov 05, 2025
Q3 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-2- 0.04% |
$98.1 - $100
|
4.64K
$232K
|
|
|
Nov 05, 2025
Q3 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
559+ 1.47% |
$27.4K - $27.9K
|
38.7K
$1.93M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.19K- 6.14% |
$58.6K - $59.7K
|
18.3K
$912K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
906+ 0.79% |
$44.4K - $45.3K
|
116K
$5.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
18.9K+ 158.46% |
$929K - $947K
|
30.9K
$1.54M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.69K+ 1.76% |
$132K - $135K
|
156K
$7.79M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-272- 5.86% |
$13.3K - $13.6K
|
4.37K
$218K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
39.8K+ 4.1% |
$1.95M - $1.99M
|
1.01M
$50.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
856+ 2.5% |
$42K - $42.8K
|
35.1K
$1.75M
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
400+ 160.0% |
$19.6K - $20K
|
650
$32.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.9K+ 16.45% |
$289K - $295K
|
41.7K
$2.09M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
11.9K+ 13.24% |
$586K - $597K
|
102K
$5.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
109K+ 116.04% |
$5.34M - $5.44M
|
203K
$10.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
7.43KNew |
$365K - $372K
|
7.43K
$371K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.56K+ 52.82% |
$175K - $178K
|
10.3K
$515K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1New |
$49.1 - $50
|
1
$50
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.58K+ 5.82% |
$77.3K - $78.8K
|
28.7K
$1.43M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
23K+ 17.93% |
$1.13M - $1.15M
|
151K
$7.55M
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
15.7K+ 8.9% |
$772K - $786K
|
193K
$9.62M
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
19+ 1.02% |
$932 - $950
|
1.88K
$94.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-6.3K- 31.92% |
$309K - $315K
|
13.4K
$672K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
94.7K+ 62.01% |
$4.64M - $4.73M
|
247K
$12.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
84.3K+ 75.35% |
$4.14M - $4.21M
|
196K
$9.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-14.6K- 5.58% |
$716K - $730K
|
247K
$12.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
2.08K+ 2.93% |
$102K - $104K
|
73.2K
$3.66M
|
|
|
Nov 03, 2025
Q3 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
40.9K+ 39.6% |
$2.01M - $2.04M
|
144K
$7.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
16K+ 91.67% |
$784K - $799K
|
33.4K
$1.67M
|
|
|
Nov 03, 2025
Q3 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
40+ 0.87% |
$1.96K - $2K
|
4.64K
$232K
|
|
|
Nov 03, 2025
Q3 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
956+ 10.83% |
$46.9K - $47.8K
|
9.78K
$489K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-8.43K- 18.59% |
$413K - $421K
|
36.9K
$1.84M
|
|