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
|
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
|
|
|
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
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
104+ 24.7% |
$5.1K - $5.2K
|
525
$26.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
103+ 2.26% |
$5.05K - $5.15K
|
4.66K
$233K
|
|
|
Nov 06, 2025
Q3 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
102+ 0.08% |
$5K - $5.1K
|
131K
$6.54M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
80+ 2.48% |
$3.92K - $4K
|
3.3K
$165K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
75+ 0.41% |
$3.68K - $3.75K
|
18.6K
$927K
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
69+ 0.93% |
$3.38K - $3.45K
|
7.48K
$374K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
41New |
$2.01K - $2.05K
|
41
$2.05K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
39+ 37.86% |
$1.91K - $1.95K
|
142
$7.09K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
38+ 0.88% |
$1.86K - $1.9K
|
4.36K
$218K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
11+ 0.31% |
$540 - $550
|
3.54K
$177K
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
10+ 1.01% |
$491 - $500
|
1K
$50.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9New |
$441 - $450
|
9
$450
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
9+ 7.76% |
$441 - $450
|
125
$6.25K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
3+ 5.26% |
$147 - $150
|
60
$3K
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2+ 0.01% |
$98.1 - $100
|
24.7K
$1.23M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 2.86% |
$49.1 - $50
|
36
$1.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1New |
$49.1 - $50
|
1
$50
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1New |
$49.1 - $50
|
1
$50
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
55KNew |
$2.67M - $2.71M
|
55K
$2.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.1KNew |
$876K - $891K
|
18.1K
$902K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
18K+ 5.93% |
$873K - $888K
|
321K
$16.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
17.1KNew |
$827K - $842K
|
17.1K
$852K
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
16.5KNew |
$799K - $813K
|
16.5K
$823K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.2KNew |
$785K - $799K
|
16.2K
$809K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
11.8KNew |
$573K - $583K
|
11.8K
$590K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.93KNew |
$482K - $490K
|
9.93K
$496K
|
|
|
Jul 25, 2025
Q2 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
9.8K+ 101.03% |
$475K - $484K
|
19.5K
$974K
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
8.76KNew |
$425K - $432K
|
8.76K
$438K
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
7.12K+ 7.26% |
$345K - $351K
|
105K
$5.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.66KNew |
$274K - $279K
|
5.66K
$283K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1.36KNew |
$66.2K - $67.3K
|
1.36K
$68.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
681+ 11.36% |
$33K - $33.6K
|
6.67K
$333K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
418New |
$20.3K - $20.6K
|
418
$20.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
400New |
$19.4K - $19.7K
|
400
$20K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
327New |
$15.9K - $16.1K
|
327
$16.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
305New |
$14.8K - $15.1K
|
305
$15.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
101+ 1.14% |
$4.9K - $4.98K
|
8.98K
$448K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
101+ 2.45% |
$4.9K - $4.98K
|
4.23K
$211K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
100New |
$4.85K - $4.94K
|
100
$5K
|
|