Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-3.66K- 38.66% |
$178K - $181K
|
5.81K
$290K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-3.5K- 16.53% |
$170K - $173K
|
17.7K
$882K
|
|
|
Aug 01, 2025
Q2 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-2.52K- 37.48% |
$122K - $124K
|
4.2K
$210K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.3K- 99.39% |
$63K - $64.1K
|
8
$400
|
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-1.14K- 7.01% |
$55.3K - $56.3K
|
15.1K
$756K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-925- 29.86% |
$44.9K - $45.6K
|
2.17K
$109K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-546- 0.89% |
$26.5K - $26.9K
|
60.7K
$3.03M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-320- 3.71% |
$15.5K - $15.8K
|
8.31K
$415K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-266- 5.39% |
$12.9K - $13.1K
|
4.67K
$233K
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-220- 1.49% |
$10.7K - $10.9K
|
14.5K
$726K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-218- 1.48% |
$10.6K - $10.8K
|
14.5K
$727K
|
|
|
Aug 14, 2025
Q2 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-210- 2.49% |
$10.2K - $10.4K
|
8.22K
$411K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-200- 39.6% |
$9.7K - $9.87K
|
305
$15.2K
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
SELL
|
- |
-112- 2.16% |
$5.43K - $5.53K
|
5.08K
$254K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-62- 1.25% |
$3.01K - $3.06K
|
4.9K
$245K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-56- 1.31% |
$2.72K - $2.76K
|
4.21K
$210K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-54- 10.04% |
$2.62K - $2.66K
|
484
$24.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-45- 2.55% |
$2.18K - $2.22K
|
1.72K
$85.8K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-38- 0.56% |
$1.84K - $1.88K
|
6.77K
$338K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-15- 5.02% |
$728 - $740
|
284
$14.2K
|
|
| Q1 2025 | |||||||
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-74.7K- 98.66% |
$3.61M - $3.68M
|
1.01K
$50.5K
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-69K- 49.88% |
$3.33M - $3.4M
|
69.3K
$3.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-7.16K- 47.21% |
$346K - $352K
|
8K
$400K
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-7K- 27.14% |
$338K - $344K
|
18.8K
$938K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.54K- 51.48% |
$268K - $273K
|
5.22K
$261K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.26K- 2.61% |
$60.9K - $62K
|
46.9K
$2.35M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-1.24K- 46.61% |
$59.9K - $61K
|
1.42K
$70.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-852- 13.99% |
$41.2K - $41.9K
|
5.24K
$262K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-500- 4.17% |
$24.2K - $24.6K
|
11.5K
$575K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-436- 7.91% |
$21.1K - $21.5K
|
5.08K
$254K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-128- 84.21% |
$6.18K - $6.3K
|
24
$1.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-110- 2.53% |
$5.31K - $5.42K
|
4.25K
$212K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-10- 0.24% |
$483 - $492
|
4.2K
$210K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2- 5.41% |
$96.6 - $98.5
|
35
$1.75K
|
|
| Q4 2024 | |||||||
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-721K- 99.27% |
$35M - $35.7M
|
5.33K
$266K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-93.4KClosed |
$4.53M - $4.62M
|
0
$0
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-21.7K- 37.95% |
$1.05M - $1.07M
|
35.5K
$1.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-14.1K- 55.83% |
$685K - $699K
|
11.2K
$559K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-12.5K- 27.76% |
$606K - $618K
|
32.5K
$1.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-3.56K- 1.37% |
$172K - $176K
|
255K
$12.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.25K- 29.8% |
$109K - $111K
|
5.3K
$265K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.91K- 97.35% |
$92.7K - $94.6K
|
52
$2.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.78K- 3.95% |
$86.4K - $88.2K
|
43.4K
$2.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.69K- 21.07% |
$81.9K - $83.6K
|
6.33K
$316K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-1.04K- 13.66% |
$50.2K - $51.2K
|
6.54K
$327K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-561- 8.8% |
$27.2K - $27.8K
|
5.82K
$291K
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-261- 4.93% |
$12.7K - $12.9K
|
5.03K
$251K
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-216- 4.69% |
$10.5K - $10.7K
|
4.39K
$219K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-211- 4.2% |
$10.2K - $10.4K
|
4.81K
$240K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-204- 3.9% |
$9.89K - $10.1K
|
5.02K
$251K
|
|