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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.98K+ 18.15% |
$342K - $349K
|
45.4K
$2.27M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-725- 1.72% |
$35.6K - $36.2K
|
41.5K
$2.08M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-351- 4.1% |
$17.2K - $17.5K
|
8.22K
$411K
|
|
|
Oct 17, 2025
Q3 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
5.45KNew |
$267K - $272K
|
5.45K
$272K
|
|
|
Oct 17, 2025
Q3 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-224- 5.15% |
$11K - $11.2K
|
4.13K
$206K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
4.99K+ 2.37% |
$245K - $250K
|
216K
$10.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-501- 11.07% |
$24.6K - $25K
|
4.03K
$201K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
942+ 2.05% |
$46.2K - $47.1K
|
47K
$2.35M
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
2.33K+ 1.37% |
$114K - $117K
|
173K
$8.64M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
884+ 1.7% |
$43.4K - $44.2K
|
53K
$2.65M
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
BUY
|
- |
5.43K+ 7.75% |
$266K - $271K
|
75.5K
$3.77M
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-4.75K- 45.55% |
$233K - $237K
|
5.67K
$283K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
75+ 0.41% |
$3.68K - $3.75K
|
18.6K
$927K
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-7.11K- 29.97% |
$349K - $355K
|
16.6K
$830K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-2.27K- 0.66% |
$111K - $114K
|
343K
$17.1M
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
286+ 5.39% |
$14K - $14.3K
|
5.59K
$279K
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
212+ 0.58% |
$10.4K - $10.6K
|
37.1K
$1.85M
|
|
|
Oct 15, 2025
Q3 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
47+ 0.29% |
$2.31K - $2.35K
|
16K
$801K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-7.55K- 1.71% |
$370K - $378K
|
434K
$21.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.71K+ 45.03% |
$133K - $135K
|
8.72K
$436K
|
|
|
Oct 14, 2025
Q3 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.85K+ 39.03% |
$90.6K - $92.4K
|
6.58K
$329K
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-23- 0.36% |
$1.13K - $1.15K
|
6.36K
$318K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
20.5K+ 2.07% |
$1.01M - $1.03M
|
1.01M
$50.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
825+ 16.52% |
$40.5K - $41.2K
|
5.82K
$291K
|
|
|
Oct 14, 2025
Q3 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
13.3K+ 5.05% |
$652K - $664K
|
277K
$13.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-254- 4.98% |
$12.5K - $12.7K
|
4.85K
$242K
|
|
|
Oct 14, 2025
Q3 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
6.12K+ 2.59% |
$300K - $306K
|
243K
$12.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Tl Private Wealth
|
BUY
|
- |
29.9K+ 10.01% |
$1.47M - $1.49M
|
328K
$16.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-2.73K- 6.44% |
$134K - $136K
|
39.6K
$1.98M
|
|
|
Oct 10, 2025
Q3 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-18.3K- 5.88% |
$900K - $917K
|
294K
$14.7M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2025
Q3 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
21.5K+ 8.65% |
$1.06M - $1.08M
|
271K
$13.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.41K- 11.99% |
$69.1K - $70.4K
|
10.3K
$516K
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
26.3K+ 14.95% |
$1.29M - $1.31M
|
202K
$10.1M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11.7K+ 19.83% |
$573K - $584K
|
70.6K
$3.53M
|
|
|
Oct 09, 2025
Q3 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-59.5K- 16.12% |
$2.92M - $2.97M
|
310K
$15.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
45.9K+ 23.59% |
$2.25M - $2.3M
|
241K
$12M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.32K- 22.72% |
$64.5K - $65.8K
|
4.48K
$224K
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3.54K+ 7.67% |
$173K - $177K
|
49.6K
$2.48M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
829+ 14.65% |
$40.7K - $41.4K
|
6.49K
$324K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-5- 0.07% |
$245 - $250
|
7.39K
$369K
|
|
|
Oct 08, 2025
Q3 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
4.28K+ 3.64% |
$210K - $214K
|
122K
$6.09M
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-66.1K- 32.46% |
$3.24M - $3.31M
|
138K
$6.87M
|
|
|
Oct 07, 2025
Q3 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-4.86K- 2.3% |
$238K - $243K
|
206K
$10.3M
|
|
|
Oct 07, 2025
Q3 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
6.8K+ 4.64% |
$333K - $340K
|
153K
$7.66M
|
|
|
Oct 07, 2025
Q3 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
192+ 1.09% |
$9.42K - $9.6K
|
17.8K
$888K
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.55K+ 14.32% |
$174K - $177K
|
28.3K
$1.41M
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
BUY
|
- |
136+ 0.32% |
$6.67K - $6.8K
|
42.2K
$2.11M
|
|
|
Oct 06, 2025
Q3 2025
|
Searcy Financial Services Inc
|
BUY
|
- |
12.1K+ 3.06% |
$593K - $604K
|
407K
$20.4M
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
BUY
|
- |
31.2K+ 19.92% |
$1.53M - $1.56M
|
188K
$9.39M
|
|