Ownership history in LM Advisors LLC · 9 quarters on record
This page tracks every 13F SEC filing in which LM Advisors LLC reported a position in FIRST TR EXCHNG TRADED FD VI US EQT BUFFER (FFEB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 5,287 | -86,392 | -94.2% | 1.68% | $93K | $56.62 |
| 2025 Q3 | ADDED | 91,679 | +3,060 | +3.5% | 0.73% | $5.1M | $55.15 |
| 2025 Q2 | REDUCED | 88,619 | -229 | -0.3% | 0.60% | $4.6M | $52.41 |
| 2025 Q1 | ADDED | 88,848 | +1,290 | +1.5% | 0.78% | $4.3M | $48.79 |
| 2024 Q4 | ADDED | 87,558 | +7,406 | +9.2% | 0.76% | $4.4M | $49.77 |
| 2024 Q3 | REDUCED | 80,152 | -8,909 | -10.0% | 0.79% | $3.9M | $48.56 |
| 2024 Q2 | ADDED | 89,061 | +1,780 | +2.0% | 0.01% | $4.2M | $46.79 |
| 2024 Q1 | ADDED | 87,281 | +21,261 | +32.2% | 0.63% | $4.0M | $45.28 |
| 2023 Q4 | INITIATED | 66,020 | — | — | 0.57% | $2.8M | — |
As of 2025 Q4 — sorted by position size