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 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.63KNew |
$276K - $281K
|
5.63K
$281K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.55K+ 45.8% |
$272K - $278K
|
17.7K
$883K
|
|
|
Oct 17, 2025
Q3 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
5.45KNew |
$267K - $272K
|
5.45K
$272K
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
BUY
|
- |
5.43K+ 7.75% |
$266K - $271K
|
75.5K
$3.77M
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
4.99K+ 2.37% |
$245K - $250K
|
216K
$10.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.82K+ 1.93% |
$236K - $241K
|
255K
$12.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
4.73KNew |
$232K - $236K
|
4.73K
$236K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
4.56K+ 1.32% |
$224K - $228K
|
349K
$17.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4.39KNew |
$215K - $219K
|
4.39K
$219K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
4.3K+ 3.28% |
$211K - $215K
|
136K
$6.77M
|
|
|
Oct 08, 2025
Q3 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
4.28K+ 3.64% |
$210K - $214K
|
122K
$6.09M
|
|
|
Nov 06, 2025
Q3 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
4.05K+ 6.22% |
$198K - $202K
|
69K
$3.45M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
3.76K+ 211.42% |
$184K - $188K
|
5.54K
$277K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.6K+ 8.21% |
$176K - $180K
|
47.4K
$2.37M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.56K+ 52.82% |
$175K - $178K
|
10.3K
$515K
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.55K+ 14.32% |
$174K - $177K
|
28.3K
$1.41M
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3.54K+ 7.67% |
$173K - $177K
|
49.6K
$2.48M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.33K+ 23.78% |
$163K - $166K
|
17.3K
$865K
|
|
|
Nov 18, 2025
Q3 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
3.03K+ 27.9% |
$149K - $151K
|
13.9K
$694K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
2.87KNew |
$141K - $144K
|
2.87K
$143K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.71K+ 45.03% |
$133K - $135K
|
8.72K
$436K
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.69K+ 1.76% |
$132K - $135K
|
156K
$7.79M
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2.66KNew |
$131K - $133K
|
2.66K
$133K
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
2.66K+ 9.04% |
$130K - $133K
|
32.1K
$1.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.57K+ 16.96% |
$126K - $128K
|
17.7K
$885K
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.51K+ 270.92% |
$123K - $125K
|
3.43K
$171K
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
2.4K+ 4.95% |
$117K - $120K
|
50.7K
$2.54M
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
2.33K+ 1.37% |
$114K - $117K
|
173K
$8.64M
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
2.27K+ 8.7% |
$112K - $114K
|
28.4K
$1.42M
|
|
|
Oct 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
2.19K+ 0.52% |
$107K - $109K
|
425K
$21.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.16K+ 0.71% |
$106K - $108K
|
308K
$15.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
2.14K+ 11.91% |
$105K - $107K
|
20.1K
$1.01M
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
2.1K+ 9.87% |
$103K - $105K
|
23.4K
$1.17M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.1K+ 1.98% |
$103K - $105K
|
109K
$5.42M
|
|
|
Nov 03, 2025
Q3 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
2.08K+ 2.93% |
$102K - $104K
|
73.2K
$3.66M
|
|
|
Oct 24, 2025
Q3 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
2.01K+ 1.52% |
$98.8K - $101K
|
134K
$6.72M
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.99K+ 2.98% |
$97.4K - $99.3K
|
68.6K
$3.43M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.9K+ 3.59% |
$93K - $94.8K
|
54.7K
$2.73M
|
|
|
Oct 14, 2025
Q3 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.85K+ 39.03% |
$90.6K - $92.4K
|
6.58K
$329K
|
|
|
Nov 03, 2025
Q3 2025
|
Cypress Capital Group
|
BUY
|
- |
1.81K+ 5.08% |
$88.5K - $90.2K
|
37.4K
$1.87M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
1.79K+ 0.94% |
$87.9K - $89.6K
|
192K
$9.59M
|
|
|
Nov 10, 2025
Q3 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
1.63K+ 4.31% |
$80K - $81.5K
|
39.4K
$1.97M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.62K+ 12.03% |
$79.4K - $80.9K
|
15.1K
$753K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.58K+ 5.82% |
$77.3K - $78.8K
|
28.7K
$1.43M
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.39K+ 13.9% |
$68.4K - $69.7K
|
11.4K
$571K
|
|
|
Nov 06, 2025
Q3 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
1.35K+ 14.87% |
$66K - $67.2K
|
10.4K
$519K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.23K+ 4.43% |
$60.4K - $61.5K
|
29K
$1.45M
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1.22K+ 5.97% |
$59.8K - $60.9K
|
21.6K
$1.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
1.21K+ 2.99% |
$59.5K - $60.6K
|
41.8K
$2.09M
|
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1.17K+ 4.08% |
$57.1K - $58.2K
|
29.7K
$1.48M
|
|