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 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.15K+ 8.01% |
$56.4K - $57.5K
|
15.5K
$775K
|
|
|
Nov 13, 2025
Q3 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.06K+ 20.56% |
$51.9K - $52.9K
|
6.21K
$310K
|
|
|
Nov 14, 2025
Q3 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.04K+ 10.12% |
$51.2K - $52.2K
|
11.4K
$567K
|
|
|
Nov 10, 2025
Q3 2025
|
Lake Street Financial LLC
|
BUY
|
- |
1.04K+ 23.16% |
$51K - $51.9K
|
5.53K
$276K
|
|
|
Oct 27, 2025
Q3 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
1.02K+ 6.04% |
$49.8K - $50.8K
|
17.8K
$891K
|
|
|
Nov 03, 2025
Q3 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
956+ 10.83% |
$46.9K - $47.8K
|
9.78K
$489K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
942+ 2.05% |
$46.2K - $47.1K
|
47K
$2.35M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
906+ 0.79% |
$44.4K - $45.3K
|
116K
$5.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
884+ 1.7% |
$43.4K - $44.2K
|
53K
$2.65M
|
|
|
Nov 04, 2025
Q3 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
856+ 2.5% |
$42K - $42.8K
|
35.1K
$1.75M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
829+ 14.65% |
$40.7K - $41.4K
|
6.49K
$324K
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
825+ 16.52% |
$40.5K - $41.2K
|
5.82K
$291K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
787+ 18.62% |
$38.6K - $39.3K
|
5.01K
$250K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
734+ 6.52% |
$36K - $36.7K
|
12K
$600K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
647+ 2.72% |
$31.7K - $32.3K
|
24.4K
$1.22M
|
|
|
Oct 20, 2025
Q3 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
634+ 4.76% |
$31.1K - $31.7K
|
14K
$697K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
583+ 3.81% |
$28.6K - $29.1K
|
15.9K
$795K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
578New |
$28.4K - $28.9K
|
578
$28.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
573+ 0.47% |
$28.1K - $28.6K
|
122K
$6.11M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
570New |
$28K - $28.5K
|
570
$28.5K
|
|
|
Nov 05, 2025
Q3 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
559+ 1.47% |
$27.4K - $27.9K
|
38.7K
$1.93M
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
518New |
$25.4K - $25.9K
|
518
$25.9K
|
|
|
Oct 30, 2025
Q3 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
495+ 1.51% |
$24.3K - $24.7K
|
33.4K
$1.67M
|
|
|
Oct 03, 2025
Q3 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
493+ 0.77% |
$24.2K - $24.6K
|
64.8K
$3.24M
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
BUY
|
- |
491+ 0.91% |
$24.1K - $24.5K
|
54.2K
$2.71M
|
|
|
Nov 12, 2025
Q3 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
466+ 9.28% |
$22.9K - $23.3K
|
5.49K
$274K
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
462+ 11.25% |
$22.7K - $23.1K
|
4.57K
$228K
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
450New |
$22.1K - $22.5K
|
450
$22.5K
|
|
|
Oct 30, 2025
Q3 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
431+ 0.54% |
$21.1K - $21.5K
|
81K
$4.04M
|
|
|
Nov 13, 2025
Q3 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
421+ 4.86% |
$20.7K - $21K
|
9.08K
$454K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
400+ 160.0% |
$19.6K - $20K
|
650
$32.5K
|
|
|
Oct 31, 2025
Q3 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
384+ 4.63% |
$18.8K - $19.2K
|
8.67K
$433K
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
307+ 5.52% |
$15.1K - $15.3K
|
5.87K
$293K
|
|
|
Nov 13, 2025
Q3 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
288+ 4.31% |
$14.1K - $14.4K
|
6.97K
$348K
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
286+ 5.39% |
$14K - $14.3K
|
5.59K
$279K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
274New |
$13.4K - $13.7K
|
274
$13.7K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
273New |
$13.4K - $13.6K
|
273
$13.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
246+ 1.88% |
$12.1K - $12.3K
|
13.3K
$666K
|
|
|
Nov 07, 2025
Q3 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
236+ 5.67% |
$11.6K - $11.8K
|
4.4K
$220K
|
|
|
Nov 07, 2025
Q3 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
228+ 0.45% |
$11.2K - $11.4K
|
50.9K
$2.54M
|
|
|
Nov 13, 2025
Q3 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
225+ 1.04% |
$11K - $11.2K
|
22K
$1.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
212+ 0.58% |
$10.4K - $10.6K
|
37.1K
$1.85M
|
|
|
Oct 07, 2025
Q3 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
192+ 1.09% |
$9.42K - $9.6K
|
17.8K
$888K
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
181+ 0.21% |
$8.88K - $9.05K
|
88.3K
$4.41M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
178New |
$8.73K - $8.9K
|
178
$8.89K
|
|
|
Oct 23, 2025
Q3 2025
|
Narwhal Capital Management
|
BUY
|
- |
158+ 1.19% |
$7.75K - $7.9K
|
13.5K
$672K
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
149+ 1.05% |
$7.31K - $7.45K
|
14.3K
$716K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
145+ 3.16% |
$7.11K - $7.25K
|
4.73K
$236K
|
|
|
Oct 27, 2025
Q3 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
141+ 1.14% |
$6.92K - $7.05K
|
12.5K
$625K
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
BUY
|
- |
136+ 0.32% |
$6.67K - $6.8K
|
42.2K
$2.11M
|
|