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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.02KNew |
$48.3K - $49.2K
|
1.02K
$49.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
918New |
$43.7K - $44.4K
|
918
$45.1K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
878New |
$41.8K - $42.5K
|
878
$43.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
719New |
$34.2K - $34.8K
|
719
$35.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
646+ 1.62% |
$30.7K - $31.3K
|
40.4K
$1.98M
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
631New |
$30K - $30.5K
|
631
$31K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
424+ 9.18% |
$20.2K - $20.5K
|
5.04K
$248K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
335New |
$15.9K - $16.2K
|
335
$16.4K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
262New |
$12.5K - $12.7K
|
262
$12.9K
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
222New |
$10.6K - $10.7K
|
222
$10.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
41New |
$1.95K - $1.98K
|
41
$2.01K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
18New |
$856 - $871
|
18
$883
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
173K+ 196.19% |
$8.28M - $8.37M
|
261K
$12.8M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
34.6KNew |
$1.66M - $1.68M
|
34.6K
$1.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
20.3KNew |
$972K - $983K
|
20.3K
$995K
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
12.3KNew |
$588K - $594K
|
12.3K
$602K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
8.8KNew |
$422K - $427K
|
8.8K
$432K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
7.15KNew |
$343K - $346K
|
7.15K
$351K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.64KNew |
$222K - $225K
|
4.64K
$228K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.26KNew |
$204K - $206K
|
4.26K
$209K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
1.61K+ 1.02% |
$77.4K - $78.3K
|
160K
$7.83M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
518New |
$24.8K - $25.1K
|
518
$25.4K
|
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
452+ 2.48% |
$21.7K - $21.9K
|
18.7K
$918K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
350New |
$16.8K - $17K
|
350
$17.2K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
179+ 44.31% |
$8.58K - $8.68K
|
583
$28.6K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
177+ 1.18% |
$8.49K - $8.58K
|
15.2K
$747K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
123+ 0.33% |
$5.9K - $5.96K
|
37.9K
$1.86M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
16New |
$767 - $776
|
16
$785
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
114KNew |
$5.3M - $5.5M
|
114K
$5.58M
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
62.2KNew |
$2.9M - $3.01M
|
62.2K
$3.05M
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
45.8KNew |
$2.13M - $2.21M
|
45.8K
$2.25M
|
|
|
Jan 11, 2024
Q4 2023
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
36KNew |
$1.68M - $1.74M
|
36K
$1.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
21.2KNew |
$989K - $1.03M
|
21.2K
$1.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
13.7KNew |
$638K - $662K
|
13.7K
$672K
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
6.3K+ 8.12% |
$293K - $305K
|
83.8K
$4.11M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
5.97KNew |
$278K - $289K
|
5.97K
$293K
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
5.19KNew |
$242K - $251K
|
5.19K
$255K
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
573New |
$26.7K - $27.7K
|
573
$28.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
260New |
$12.1K - $12.6K
|
260
$12.8K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
161New |
$7.5K - $7.79K
|
161
$7.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
41New |
$1.91K - $1.98K
|
41
$2.01K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
20New |
$932 - $967
|
20
$982
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
2+ 0.94% |
$93.2 - $96.7
|
215
$10.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$46.6 - $48.4
|
1
$49.1
|
|
| Q3 2023 | |||||||
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
4.76KNew |
$225K - $228K
|
4.76K
$234K
|
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
4.75KNew |
$224K - $228K
|
4.75K
$233K
|
|
|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
683+ 0.83% |
$32.2K - $32.7K
|
83.3K
$4.09M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
499New |
$23.5K - $23.9K
|
499
$24.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
380+ 7.43% |
$17.9K - $18.2K
|
5.5K
$270K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
207New |
$9.76K - $9.92K
|
207
$10.2K
|
|