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 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
6.59KNew |
$312K - $320K
|
6.59K
$323K
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
5.74K+ 27.83% |
$272K - $279K
|
26.4K
$1.29M
|
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
4.04KNew |
$191K - $196K
|
4.04K
$198K
|
|
|
Oct 18, 2022
Q3 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
3.51K+ 78.04% |
$166K - $170K
|
8K
$393K
|
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
725New |
$34.3K - $35.2K
|
725
$35.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
74+ 0.87% |
$3.5K - $3.59K
|
8.61K
$423K
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
23New |
$1.09K - $1.12K
|
23
$1.13K
|
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
18+ 0.41% |
$852 - $874
|
4.43K
$217K
|
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3+ 0.34% |
$142 - $146
|
893
$43.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
2+ 0.04% |
$94.7 - $97.2
|
4.68K
$230K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2022 | |||||||
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
17.8KNew |
$853K - $870K
|
17.8K
$872K
|
|
|
Aug 02, 2022
Q2 2022
|
Q3 Asset Management
|
BUY
|
- |
16.4K+ 29.96% |
$785K - $801K
|
71K
$3.48M
|
|
|
Aug 10, 2022
Q2 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
12.9K+ 72.65% |
$617K - $629K
|
30.6K
$1.5M
|
|
|
Jul 18, 2022
Q2 2022
|
Camelot Portfolios, LLC
|
BUY
|
- |
6.41KNew |
$307K - $314K
|
6.41K
$314K
|
|
|
Aug 11, 2022
Q2 2022
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
5.17KNew |
$248K - $253K
|
5.17K
$254K
|
|
|
Aug 15, 2022
Q2 2022
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
4.61KNew |
$221K - $226K
|
4.61K
$226K
|
|
|
Jul 27, 2022
Q2 2022
|
Presidio Capital Management, LLC
|
BUY
|
- |
4.6KNew |
$221K - $225K
|
4.6K
$226K
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.25KNew |
$204K - $208K
|
4.25K
$209K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
1.62KNew |
$77.8K - $79.4K
|
1.62K
$79.6K
|
|
|
Aug 11, 2022
Q2 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
1.37KNew |
$65.6K - $66.9K
|
1.37K
$67.1K
|
|
|
Jul 29, 2022
Q2 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.29K+ 3.43% |
$61.8K - $63K
|
38.8K
$1.91M
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
903+ 13.81% |
$43.3K - $44.2K
|
7.44K
$365K
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
349New |
$16.7K - $17.1K
|
349
$17.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
348New |
$16.7K - $17K
|
348
$17.1K
|
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$4.8K - $4.9K
|
100
$4.91K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
99New |
$4.75K - $4.85K
|
99
$4.86K
|
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
58New |
$2.78K - $2.84K
|
58
$2.85K
|
|
| Q1 2022 | |||||||
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
4.93KNew |
$241K - $246K
|
4.93K
$242K
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
444New |
$21.7K - $22.2K
|
444
$21.8K
|
|
| Q4 2021 | |||||||
|
Dec 26, 2024
Q4 2021
|
Cypress Capital, LLC
|
BUY
|
- |
5.35KNew |
$267K - $271K
|
5.35K
$262K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
500New |
$25K - $25.3K
|
500
$24.5K
|
|
| Q3 2021 | |||||||
|
Oct 21, 2021
Q3 2021
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
15.5KNew |
$782K - $789K
|
15.5K
$760K
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
500New |
$25.3K - $25.5K
|
500
$24.5K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
20New |
$1.01K - $1.02K
|
20
$982
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Progeny 3, Inc.
Seattle, WA |
BUY
|
- |
58.6K+ 60.43% |
$2.98M - $3M
|
156K
$7.64M
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
22.7KNew |
$1.15M - $1.16M
|
22.7K
$1.11M
|
|
|
Aug 13, 2021
Q2 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3New |
$152 - $154
|
3
$147
|
|
| Q4 2020 | |||||||
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
291KNew |
$14.9M - $15M
|
291K
$14.3M
|
|
| Q3 2020 | |||||||
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
10.7KNew |
$552K - $555K
|
10.7K
$525K
|
|
|
Nov 12, 2020
Q3 2020
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.7K+ 56.39% |
$139K - $140K
|
7.49K
$368K
|
|
| Q3 2018 | |||||||
|
Nov 15, 2018
Q3 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
150KNew |
$7.65M - $7.7M
|
150K
$7.37M
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
94.5KNew |
$4.82M - $4.85M
|
94.5K
$4.64M
|
|