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 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1.22K+ 5.97% |
$59.8K - $60.9K
|
21.6K
$1.08M
|
|
|
Oct 06, 2025
Q3 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
SELL
|
- |
-557- 1.76% |
$27.3K - $27.8K
|
31.2K
$1.56M
|
|
|
Oct 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
2.19K+ 0.52% |
$107K - $109K
|
425K
$21.2M
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-257- 0.43% |
$12.6K - $12.8K
|
59.3K
$2.96M
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-7.06K- 1.98% |
$346K - $353K
|
350K
$17.5M
|
|
|
Oct 03, 2025
Q3 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
493+ 0.77% |
$24.2K - $24.6K
|
64.8K
$3.24M
|
|
| Q2 2025 | |||||||
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-15.3K- 11.68% |
$743K - $756K
|
116K
$5.78M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-64.6K- 2.47% |
$3.13M - $3.19M
|
2.55M
$127M
|
|
|
Oct 20, 2025
Q2 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
15+ 2.67% |
$728 - $740
|
577
$28.8K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
418New |
$20.3K - $20.6K
|
418
$20.9K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
327New |
$15.9K - $16.1K
|
327
$16.3K
|
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
SELL
|
- |
-15.9K- 28.09% |
$771K - $784K
|
40.7K
$2.03M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1.36KNew |
$66.2K - $67.3K
|
1.36K
$68.1K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-3.5K- 16.53% |
$170K - $173K
|
17.7K
$882K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
11.8KNew |
$573K - $583K
|
11.8K
$590K
|
|
|
Aug 14, 2025
Q2 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-210- 2.49% |
$10.2K - $10.4K
|
8.22K
$411K
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-3.66K- 38.66% |
$178K - $181K
|
5.81K
$290K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.2KNew |
$785K - $799K
|
16.2K
$809K
|
|
|
Aug 14, 2025
Q2 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-16.8K- 62.41% |
$812K - $827K
|
10.1K
$504K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.1KNew |
$876K - $891K
|
18.1K
$902K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
101+ 1.14% |
$4.9K - $4.98K
|
8.98K
$448K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
681+ 11.36% |
$33K - $33.6K
|
6.67K
$333K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.66KNew |
$274K - $279K
|
5.66K
$283K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
55KNew |
$2.67M - $2.71M
|
55K
$2.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-45- 2.55% |
$2.18K - $2.22K
|
1.72K
$85.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-8.21K- 9.51% |
$398K - $405K
|
78.1K
$3.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
17.1KNew |
$827K - $842K
|
17.1K
$852K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-546- 0.89% |
$26.5K - $26.9K
|
60.7K
$3.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-20.8K- 21.91% |
$1.01M - $1.02M
|
74K
$3.69M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-320- 3.71% |
$15.5K - $15.8K
|
8.31K
$415K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
61New |
$2.96K - $3.01K
|
61
$3.05K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-200- 39.6% |
$9.7K - $9.87K
|
305
$15.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.93KNew |
$482K - $490K
|
9.93K
$496K
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-220- 1.49% |
$10.7K - $10.9K
|
14.5K
$726K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-925- 29.86% |
$44.9K - $45.6K
|
2.17K
$109K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
18K+ 5.93% |
$873K - $888K
|
321K
$16.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
7.12K+ 7.26% |
$345K - $351K
|
105K
$5.26M
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
8.76KNew |
$425K - $432K
|
8.76K
$438K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-38- 0.56% |
$1.84K - $1.88K
|
6.77K
$338K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
400New |
$19.4K - $19.7K
|
400
$20K
|
|
|
Aug 01, 2025
Q2 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-2.52K- 37.48% |
$122K - $124K
|
4.2K
$210K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
100New |
$4.85K - $4.94K
|
100
$5K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-266- 5.39% |
$12.9K - $13.1K
|
4.67K
$233K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-218- 1.48% |
$10.6K - $10.8K
|
14.5K
$727K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5+ 0.11% |
$243 - $247
|
4.62K
$231K
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
SELL
|
- |
-112- 2.16% |
$5.43K - $5.53K
|
5.08K
$254K
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-138K- 96.23% |
$6.7M - $6.82M
|
5.41K
$270K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-61.6K- 54.36% |
$2.99M - $3.04M
|
51.7K
$2.58M
|
|
|
Jul 25, 2025
Q2 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
9.8K+ 101.03% |
$475K - $484K
|
19.5K
$974K
|
|