Who owns Lehman Brothers First Trust IOF?

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Analyze quarterly positions in Lehman Brothers First Trust IOF with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Lehman Brothers First Trust IOF stock

Who bought or sold Lehman Brothers First Trust IOF this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
LPL Financial 552k $4.1M 1% Sep 2025
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Guggenheim Capital, LLC Managers 412k $3.1M -26% Sep 2025
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GraniteShares Advisors 381k $2.8M 100% Dec 2025
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Invesco 317k $2.4M 22% Sep 2025
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Wells Fargo & Company 255k $1.9M 18% Sep 2025
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J.w. Cole Advisors 238k $1.8M 15% Sep 2025
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Uncommon Cents Investing 180k $1.3M 0% Dec 2025
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Ameriprise Financial 118k $883k 47% Sep 2025
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Harbour Investments 106k $793k 10% Sep 2025
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Bramshill Investments 99k $741k -2% Sep 2025
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Melfa Wealth Management 96k $716k 18% Dec 2025
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Shaker Financial Services 54k $402k 100% Dec 2025
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Equitable Holdings 49k $370k 7% Sep 2025
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Apollon Wealth Management 45k $336k -9% Dec 2025
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Jane Street 43k $325k 100% Sep 2025
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Goss Wealth Management 43k $325k -8% Sep 2025
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SeaCrest Wealth Management 42k $314k 0% Dec 2025
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Advisor Group Holdings 40k $301k 29% Sep 2025
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Raymond James Financial 33k $248k 0% Sep 2025
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HighTower Advisors 30k $225k 0% Sep 2025
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Commonwealth Equity Services 28k $209k -18% Sep 2025
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AlphaCore Capital 24k $180k -8% Sep 2025
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Hrt Financial 19k $143k 100% Sep 2025
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Morris Retirement Advisors 18k $134k 5% Dec 2025
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UBS Group 18k $133k 27% Sep 2025
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Kestra Advisory Services 16k $119k 2% Sep 2025
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Royal Bank of Canada 14k $107k 23% Sep 2025
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Wealth Enhancement Advisory Services 14k $106k 1% Dec 2025
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Susquehanna International 13k $100k -8% Sep 2025
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Capital Investment Advisors 13k $95k -28% Dec 2025
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Cura Wealth Advisors 12k $91k 100% Dec 2025
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Landscape Capital Management 12k $91k -24% Sep 2025
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Cetera Investment Advisers 11k $83k 2% Sep 2025
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Bailard 11k $81k 0% Sep 2025
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Mercer Global Advisors 11k $80k 100% Sep 2025
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Brian McDonald 2.9k $22k -1% Sep 2025
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CWM 2.9k $21k -42% Dec 2025
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Highline Wealth Partners 1.5k $11k 0% Dec 2025
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Advisory Services Network 1.0k $7.5k 100% Sep 2025
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Farther Finance Advisors 743.00 $5.5k 100% Dec 2025
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Jones Financial Companies, L.L 354.00 $2.7k 100% Sep 2025
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Who sold out of Lehman Brothers First Trust IOF?

Fund or Company Name Date Sold Shares Held Valued At
Balyasny Asset Management Jun 2025 45k $338k
Intl Fcstone Jun 2025 39k $296k
Elequin Capital Jun 2025 18k $137k
PFG Investments Sep 2025 16k $120k
XTX Topco Jun 2025 15k $114k
CoreCap Advisors Sep 2025 13k $94k
GPS Wealth Strategies Group Jun 2025 425.00 $3.2k