Latest Institutional Purchases of First Tr ETF Fd Iv First Tr Lo (LMBS)

LMBS Quotes by TradingView

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 15, 2023 Q3 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
1
+ 1.52%
$47.2 - $47.9
67 $3.29K
Q2 2023
Aug 09, 2023 Q2 2023
J Arnold Wealth Management CO

Youngstown, OH
BUY
 -
1.64M
+ 5833.91%
$77.9M - $79.2M
1.67M $81.9M
Oct 30, 2023 Q2 2023
Iams Wealth Management, LLC

Omaha, NE
BUY
 PUT
146K
New
$6.94M - $7.06M
146K $7.17M
Aug 02, 2023 Q2 2023
Sage Advisory Services, Ltd.Co.

BUY
 -
40.3K
New
$1.91M - $1.95M
40.3K $1.98M
Aug 14, 2023 Q2 2023
Prostatis Group LLC

Hanover, MD
BUY
 -
25.1K
New
$1.19M - $1.21M
25.1K $1.23M
Aug 11, 2023 Q2 2023
Hrt Financial LP

New York, NY
BUY
 -
12K
New
$568K - $578K
12K $587K
Aug 11, 2023 Q2 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
5.95K
New
$283K - $288K
5.95K $292K
Aug 09, 2023 Q2 2023
Warberg Asset Management LLC

Winnetka, IL
BUY
 -
5.81K
New
$276K - $281K
5.81K $285K
Jan 12, 2024 Q2 2023
Private Advisory Group LLC

Redmond, WA
BUY
 -
4.49K
New
$213K - $217K
4.49K $220K
Aug 26, 2024 Q2 2023
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
3.31K
+ 134.73%
$157K - $160K
5.77K $283K
Jul 25, 2023 Q2 2023
Sanctuary Wealth Management, L.L.C.

BUY
 -
238
New
$11.3K - $11.5K
238 $11.7K
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
60
New
$2.85K - $2.9K
60 $2.94K
Jul 21, 2023 Q2 2023
First Command Advisory Services, Inc.

BUY
 -
48
New
$2.28K - $2.32K
48 $2.36K
Aug 15, 2023 Q2 2023
First Capital Advisors Group, Llc.

Little Silver, NJ
BUY
 -
17
+ 0.14%
$808 - $822
11.8K $581K
Jul 19, 2023 Q2 2023
Tfg Advisers LLC

BUY
 -
17
+ 0.27%
$808 - $822
6.22K $305K
Aug 15, 2023 Q2 2023
Fairfield, Bush & Co.

Darien, CT
BUY
 -
10
New
$475 - $483
10 $491
Feb 13, 2025 Q2 2023
Intrua Financial, LLC

Houston, TX
BUY
 -
3
+ 0.06%
$143 - $145
4.71K $231K
Aug 07, 2023 Q2 2023
Clearview Wealth Advisors LLC

BUY
 -
3
+ 1.02%
$143 - $145
296 $14.5K
Q1 2023
Apr 06, 2023 Q1 2023
Sterling Manor Financial, LLC

BUY
 -
98.7K
New
$4.67M - $4.76M
98.7K $4.85M
May 09, 2023 Q1 2023
Bank Of New York Mellon Corp

New York, NY
BUY
 -
44K
New
$2.09M - $2.12M
44K $2.16M
May 10, 2023 Q1 2023
Grey Street Capital, LLC

Chicago, IL
BUY
 -
34.3K
New
$1.62M - $1.65M
34.3K $1.68M
Apr 25, 2023 Q1 2023
Advisor Resource Council

BUY
 -
10.9K
New
$516K - $525K
10.9K $535K
May 15, 2023 Q1 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
7.66K
New
$363K - $369K
7.66K $376K
May 10, 2023 Q1 2023
Washington Trust CO

BUY
 -
1.2K
+ 119800.0%
$56.7K - $57.8K
1.2K $58.8K
May 04, 2023 Q1 2023
Nordwand Advisors, LLC

Radnor, PA
BUY
 -
1.08K
New
$51K - $52K
1.08K $52.9K
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
877
New
$41.5K - $42.3K
877 $43K
May 03, 2023 Q1 2023
Compass Financial Advisors LLC

BUY
 -
698
+ 7.54%
$33K - $33.7K
9.96K $489K
Apr 11, 2023 Q1 2023
Catalyst Wealth Management, LLC

Atlanta, GA
BUY
 -
120
+ 2.53%
$5.68K - $5.79K
4.86K $239K
May 12, 2023 Q1 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
12
+ 0.27%
$568 - $579
4.49K $220K
Q4 2022
Mar 01, 2023 Q4 2022
Panoramic Investment Advisors, LLC

Denver, CO
BUY
 -
11.1K
New
$516K - $529K
11.1K $543K
Feb 10, 2023 Q4 2022
First Citizens Asset Management, Inc.

Raleigh, NC
BUY
 -
8.79K
New
$410K - $421K
8.79K $432K
Feb 14, 2023 Q4 2022
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
6.4K
New
$298K - $306K
6.4K $314K
Jan 19, 2023 Q4 2022
S.C. Financial Services, Inc.

BUY
 -
2.14K
+ 26.6%
$99.9K - $102K
10.2K $500K
Feb 09, 2023 Q4 2022
Moors & Cabot, Inc.

Boston, MA
BUY
 -
1.56K
+ 11.26%
$72.9K - $74.8K
15.5K $758K
Feb 13, 2023 Q4 2022
Tanglewood Legacy Advisors, LLC

Houston, TX
BUY
 -
1.33K
New
$62K - $63.6K
1.33K $65.3K
Feb 13, 2023 Q4 2022
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
1.2K
New
$56K - $57.4K
1.2K $58.9K
Feb 14, 2023 Q4 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
989
New
$46.1K - $47.3K
989 $48.5K
Feb 14, 2023 Q4 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
BUY
 -
920
+ 1.91%
$42.9K - $44K
49K $2.41M
Jan 25, 2023 Q4 2022
Fifth Third Bancorp

BUY
 -
830
New
$38.7K - $39.7K
830 $40.7K
Feb 13, 2023 Q4 2022
Bokf, Na

Tulsa, OK
BUY
 -
582
+ 3.21%
$27.1K - $27.8K
18.7K $918K
Feb 15, 2023 Q4 2022
True Wealth Design, LLC

Akron, OH
BUY
 -
400
New
$18.7K - $19.1K
400 $19.6K
Feb 13, 2023 Q4 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
55
+ 100.0%
$2.57K - $2.63K
110 $5.4K
Jan 18, 2023 Q4 2022
Retirement Financial Solutions, LLC

Knoxville, TN
BUY
 -
25
New
$1.17K - $1.2K
25 $1.23K
Jan 18, 2023 Q4 2022
Pfg Private Wealth Management, LLC

BUY
 -
21
New
$979 - $1K
21 $1.03K
Q3 2022
Nov 14, 2022 Q3 2022
Flow Traders U.S. LLC

New York, NY
BUY
 -
15.2K
New
$718K - $737K
15.2K $744K
Nov 08, 2022 Q3 2022
Rmr Wealth Builders

BUY
 -
13.5K
+ 11.08%
$641K - $657K
136K $6.66M
Oct 13, 2022 Q3 2022
Onyx Bridge Wealth Group LLC

BUY
 -
9.18K
New
$435K - $446K
9.18K $450K
Oct 26, 2022 Q3 2022
Spc Financial, Inc.

BUY
 -
7.22K
+ 1.37%
$342K - $351K
534K $26.2M
Nov 10, 2022 Q3 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
6.99K
+ 5.22%
$331K - $339K
141K $6.91M

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