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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Searcy Financial Services Inc
|
BUY
|
- |
22.1K+ 6.16% |
$1.07M - $1.09M
|
381K
$18.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.89K- 14.94% |
$91.6K - $93.5K
|
10.8K
$528K
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
1.46K+ 5.79% |
$70.7K - $72.2K
|
26.6K
$1.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
469+ 6.16% |
$22.7K - $23.2K
|
8.09K
$397K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
6.16K+ 3.16% |
$299K - $305K
|
201K
$9.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-149- 2.17% |
$7.22K - $7.37K
|
6.72K
$330K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-102- 1.37% |
$4.94K - $5.05K
|
7.36K
$361K
|
|
|
Jan 10, 2025
Q4 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
15.6K+ 7.96% |
$754K - $769K
|
211K
$10.4M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11.9KNew |
$575K - $587K
|
11.9K
$582K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-12.5K- 27.76% |
$606K - $618K
|
32.5K
$1.6M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
686+ 9.51% |
$33.3K - $33.9K
|
7.9K
$388K
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
117+ 1.04% |
$5.67K - $5.79K
|
11.4K
$559K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-1.43K- 17.51% |
$69.4K - $70.8K
|
6.74K
$331K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-21.7K- 37.95% |
$1.05M - $1.07M
|
35.5K
$1.74M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
106+ 8.17% |
$5.14K - $5.24K
|
1.4K
$68.9K
|
|
| Q3 2024 | |||||||
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.33K- 47.27% |
$303K - $314K
|
7.06K
$346K
|
|
|
Nov 15, 2024
Q3 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
52.9KNew |
$2.54M - $2.62M
|
52.9K
$2.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-27- 0.35% |
$1.29K - $1.34K
|
7.76K
$381K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-15- 1.79% |
$719 - $744
|
825
$40.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-373- 6.4% |
$17.9K - $18.5K
|
5.45K
$268K
|
|
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
12.8KNew |
$613K - $634K
|
12.8K
$627K
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-181- 0.37% |
$8.68K - $8.98K
|
48.5K
$2.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-53.5K- 84.86% |
$2.57M - $2.65M
|
9.55K
$469K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.22K- 10.48% |
$58.6K - $60.7K
|
10.4K
$513K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3.08KNew |
$147K - $153K
|
3.08K
$151K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4- 1.25% |
$192 - $198
|
317
$15.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
BUY
|
- |
8.56KNew |
$410K - $425K
|
8.56K
$420K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
47.6K+ 2228.26% |
$2.28M - $2.36M
|
49.8K
$2.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-45- 0.34% |
$2.16K - $2.23K
|
13K
$638K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-26K- 9.53% |
$1.25M - $1.29M
|
247K
$12.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-6.99K- 62.32% |
$335K - $347K
|
4.23K
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-17- 0.4% |
$815 - $843
|
4.2K
$206K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
162+ 6.34% |
$7.77K - $8.04K
|
2.72K
$133K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-6.53K- 2.93% |
$313K - $324K
|
217K
$10.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
5K+ 115.69% |
$240K - $248K
|
9.32K
$458K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.6KNew |
$76.7K - $79.4K
|
1.6K
$78.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
81+ 1.85% |
$3.88K - $4.02K
|
4.47K
$219K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
343New |
$16.4K - $17K
|
343
$16.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-430- 2.56% |
$20.6K - $21.3K
|
16.4K
$804K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-15- 1.79% |
$719 - $744
|
825
$40.5K
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-938- 18.05% |
$45K - $46.5K
|
4.26K
$209K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
270New |
$12.9K - $13.4K
|
270
$13.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
SELL
|
- |
-218K- 90.94% |
$10.5M - $10.8M
|
21.7K
$1.07M
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-1.44K- 24.25% |
$69K - $71.4K
|
4.5K
$221K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-82- 0.86% |
$3.93K - $4.07K
|
9.4K
$461K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-279- 2.33% |
$13.4K - $13.8K
|
11.7K
$575K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-13.2K- 64.25% |
$631K - $653K
|
7.32K
$359K
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
26.8KNew |
$1.28M - $1.33M
|
26.8K
$1.31M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-57- 27.27% |
$2.73K - $2.83K
|
152
$7.46K
|
|