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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-15.3K- 69.95% |
$741K - $754K
|
6.56K
$328K
|
|
|
Jul 22, 2025
Q2 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
305New |
$14.8K - $15.1K
|
305
$15.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
101+ 2.45% |
$4.9K - $4.98K
|
4.23K
$211K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-15- 5.02% |
$728 - $740
|
284
$14.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-54- 10.04% |
$2.62K - $2.66K
|
484
$24.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-56- 1.31% |
$2.72K - $2.76K
|
4.21K
$210K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.3K- 99.39% |
$63K - $64.1K
|
8
$400
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-62- 1.25% |
$3.01K - $3.06K
|
4.9K
$245K
|
|
|
Jul 09, 2025
Q2 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
100+ 0.61% |
$4.85K - $4.94K
|
16.5K
$823K
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
16.5KNew |
$799K - $813K
|
16.5K
$823K
|
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-1.14K- 7.01% |
$55.3K - $56.3K
|
15.1K
$756K
|
|
| Q1 2025 | |||||||
|
Aug 08, 2025
Q1 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
1.87K+ 71.58% |
$90.4K - $92.1K
|
4.49K
$224K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
400New |
$19.3K - $19.7K
|
400
$20K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-74.7K- 98.66% |
$3.61M - $3.68M
|
1.01K
$50.5K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
200New |
$9.66K - $9.85K
|
200
$9.99K
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-69K- 49.88% |
$3.33M - $3.4M
|
69.3K
$3.46M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
63.3KNew |
$3.06M - $3.11M
|
63.3K
$3.16M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.26K- 2.61% |
$60.9K - $62K
|
46.9K
$2.35M
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
32New |
$1.55K - $1.58K
|
32
$1.6K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2- 5.41% |
$96.6 - $98.5
|
35
$1.75K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
12+ 1.04% |
$580 - $591
|
1.17K
$58.2K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
131New |
$6.33K - $6.45K
|
131
$6.54K
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
4.25KNew |
$206K - $209K
|
4.25K
$213K
|
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
8New |
$386 - $394
|
8
$400
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
1.68KNew |
$81.1K - $82.6K
|
1.68K
$83.8K
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-7K- 27.14% |
$338K - $344K
|
18.8K
$938K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
255New |
$12.3K - $12.6K
|
255
$12.7K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-436- 7.91% |
$21.1K - $21.5K
|
5.08K
$254K
|
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
15.8KNew |
$763K - $778K
|
15.8K
$789K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-1.24K- 46.61% |
$59.9K - $61K
|
1.42K
$70.9K
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
25.6KNew |
$1.24M - $1.26M
|
25.6K
$1.28M
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
72New |
$3.48K - $3.54K
|
72
$3.6K
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
407+ 5.49% |
$19.7K - $20K
|
7.83K
$391K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
145+ 6.06% |
$7K - $7.14K
|
2.54K
$127K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-500- 4.17% |
$24.2K - $24.6K
|
11.5K
$575K
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-852- 13.99% |
$41.2K - $41.9K
|
5.24K
$262K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-128- 84.21% |
$6.18K - $6.3K
|
24
$1.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-7.16K- 47.21% |
$346K - $352K
|
8K
$400K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.54K- 51.48% |
$268K - $273K
|
5.22K
$261K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-110- 2.53% |
$5.31K - $5.42K
|
4.25K
$212K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
279New |
$13.5K - $13.7K
|
279
$13.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-10- 0.24% |
$483 - $492
|
4.2K
$210K
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
11+ 0.16% |
$531 - $542
|
6.75K
$337K
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
551New |
$26.7K - $27.3K
|
551
$27.5K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
203New |
$9.84K - $10K
|
203
$10.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
107KNew |
$5.17M - $5.27M
|
107K
$5.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
5.94KNew |
$288K - $294K
|
5.94K
$297K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.29KNew |
$256K - $261K
|
5.29K
$264K
|
|
|
Feb 14, 2025
Q4 2024
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
303KNew |
$14.7M - $15M
|
303K
$15.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
5.37KNew |
$260K - $266K
|
5.37K
$268K
|
|