Latest Institutional Purchases of First Tr ETF Fd Iv First Tr Lo (LMBS)
This list provides information on the latest institutional transactions involving First Tr ETF Fd Iv First Tr Lo (LMBS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
20.6K+ 6.74% |
$1.01M - $1.03M
|
327K
$16.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
20.5K+ 2.07% |
$1.01M - $1.03M
|
1.01M
$50.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
18.9K+ 158.46% |
$929K - $947K
|
30.9K
$1.54M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
17.2K+ 13.94% |
$843K - $859K
|
140K
$7.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
17K+ 16.44% |
$835K - $851K
|
121K
$6.03M
|
|
|
Nov 07, 2025
Q3 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
16.3KNew |
$798K - $813K
|
16.3K
$813K
|
|
|
Nov 06, 2025
Q3 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
16.2K+ 29.88% |
$795K - $810K
|
70.4K
$3.52M
|
|
|
Nov 03, 2025
Q3 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
16K+ 91.67% |
$784K - $799K
|
33.4K
$1.67M
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
15.7K+ 8.9% |
$772K - $786K
|
193K
$9.62M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.5K+ 7.87% |
$758K - $773K
|
212K
$10.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
15.1K+ 11.29% |
$741K - $755K
|
149K
$7.44M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
15K+ 8.69% |
$734K - $748K
|
187K
$9.34M
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
14.6K+ 15.6% |
$715K - $729K
|
108K
$5.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
14.2K+ 16.61% |
$694K - $707K
|
99.3K
$4.96M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
14K+ 2.98% |
$686K - $700K
|
484K
$24.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
13.5K+ 5.09% |
$664K - $677K
|
279K
$14M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
13.4K+ 80.47% |
$657K - $669K
|
30K
$1.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
13.3K+ 5.05% |
$652K - $664K
|
277K
$13.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
13.2K+ 31.02% |
$648K - $660K
|
55.8K
$2.79M
|
|
|
Oct 29, 2025
Q3 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
12.6KNew |
$617K - $629K
|
12.6K
$629K
|
|
|
Oct 28, 2025
Q3 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
12.4K+ 48.11% |
$608K - $620K
|
38.2K
$1.91M
|
|
|
Oct 06, 2025
Q3 2025
|
Searcy Financial Services Inc
|
BUY
|
- |
12.1K+ 3.06% |
$593K - $604K
|
407K
$20.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12K+ 5.79% |
$587K - $599K
|
219K
$10.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
11.9K+ 13.24% |
$586K - $597K
|
102K
$5.1M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11.7K+ 19.83% |
$573K - $584K
|
70.6K
$3.53M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.7K+ 4.97% |
$573K - $583K
|
247K
$12.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
11.1K+ 172.85% |
$543K - $554K
|
17.5K
$874K
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
11K+ 59.74% |
$539K - $550K
|
29.4K
$1.47M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
10.9KNew |
$537K - $547K
|
10.9K
$547K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
9.8K+ 21.04% |
$481K - $490K
|
56.4K
$2.82M
|
|
|
Oct 23, 2025
Q3 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
9.63K+ 7.53% |
$472K - $481K
|
138K
$6.87M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
8.58K+ 94.74% |
$421K - $429K
|
17.6K
$881K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.49K+ 15.56% |
$416K - $424K
|
63K
$3.15M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
8.33K+ 109.6% |
$409K - $417K
|
15.9K
$796K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
7.54K+ 1.7% |
$370K - $377K
|
451K
$22.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
7.43KNew |
$365K - $372K
|
7.43K
$371K
|
|
|
Nov 06, 2025
Q3 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
7.01K+ 5.53% |
$344K - $350K
|
134K
$6.68M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.98K+ 18.15% |
$342K - $349K
|
45.4K
$2.27M
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
6.91K+ 67.79% |
$339K - $346K
|
17.1K
$855K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.82KNew |
$334K - $341K
|
6.82K
$341K
|
|
|
Oct 07, 2025
Q3 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
6.8K+ 4.64% |
$333K - $340K
|
153K
$7.66M
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
6.75K+ 2.26% |
$331K - $338K
|
306K
$15.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
6.73KNew |
$330K - $336K
|
6.73K
$336K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.51K+ 6.45% |
$319K - $326K
|
107K
$5.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
6.51K+ 12.33% |
$319K - $325K
|
59.3K
$2.96M
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
6.44K+ 6.33% |
$316K - $322K
|
108K
$5.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
6.12K+ 31.91% |
$300K - $306K
|
25.3K
$1.26M
|
|
|
Oct 14, 2025
Q3 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
6.12K+ 2.59% |
$300K - $306K
|
243K
$12.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.9K+ 16.45% |
$289K - $295K
|
41.7K
$2.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
5.78K+ 33.06% |
$283K - $289K
|
23.3K
$1.16M
|
|