Institutional Ownership First Tr ETF Fd Iv First Tr Lo (LMBS)
This table provides information about the institutional ownership of First Tr ETF Fd Iv First Tr Lo (LMBS). We have compiled data on the 393 institutions that hold shares in the stock, with a total of 65.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
11,988,997
shares
|
$575 Million
0.05% of portfolio
|
Q1 2024
Reduced 2.36%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
7,081,682
shares
|
$340 Million
0.19% of portfolio
|
Q1 2024
Added 17.13%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
4,749,032
shares
|
$228 Million
0.06% of portfolio
|
Q1 2024
Added 7.76%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
3,511,086
shares
|
$168 Million
0.04% of portfolio
|
Q1 2024
Added 0.37%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
2,506,061
shares
|
$120 Million
0.03% of portfolio
|
Q1 2024
Added 6.12%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
2,000,720
shares
|
$96 Million
0.15% of portfolio
|
Q1 2024
Reduced 4.1%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
1,907,667
shares
|
$91.5 Million
0.01% of portfolio
|
Q1 2024
Added 25.22%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 12, 2024 Q1 2024 |
1,290,892
shares
|
$61.9 Million
1.23% of portfolio
|
Q1 2024
Added 4688.18%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 13, 2024 Q1 2024 |
991,276
shares
|
$47.6 Million
0.05% of portfolio
|
Q1 2024
Reduced 9.47%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
977,496
shares
|
$46.9 Million
0.05% of portfolio
|
Q1 2024
Reduced 2.27%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
948,569
shares
|
$45.5 Million
0.02% of portfolio
|
Q1 2024
Reduced 31.72%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Apr 16, 2024 Q1 2024 |
826,865
shares
|
$39.7 Million
3.83% of portfolio
|
Q1 2024
Added 53.98%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
800,093
shares
|
$38.4 Million
0.09% of portfolio
|
Q1 2024
Added 294.98%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
753,726
shares
|
$36.2 Million
0.02% of portfolio
|
Q1 2024
Reduced 5.53%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
697,338
shares
|
$33.5 Million
0.08% of portfolio
|
Q1 2024
Reduced 31.58%
|
|
|
Csenge Advisory Group
|
May 03, 2024 Q1 2024 |
685,251
shares
|
$32.9 Million
1.87% of portfolio
|
Q1 2024
Added 7.39%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
624,438
shares
|
$30 Million
0.05% of portfolio
|
Q1 2024
Added 10.97%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
May 07, 2024 Q1 2024 |
622,491
shares
|
$29.9 Million
1.21% of portfolio
|
Q1 2024
Added 21.51%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
619,402
shares
|
$29.7 Million
0.03% of portfolio
|
Q1 2024
Added 50.77%
|
|
|
American Financial Advisors, LLC
|
Apr 22, 2024 Q1 2024 |
536,879
shares
|
$25.8 Million
3.67% of portfolio
|
Q1 2024
Added 0.19%
|
|
|
Trilogy Capital Inc.
|
Apr 17, 2024 Q1 2024 |
471,010
shares
|
$22.6 Million
1.34% of portfolio
|
Q1 2024
Added 2194.14%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
462,101
shares
|
$22.2 Million
0.09% of portfolio
|
Q1 2024
Added 19.17%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 13, 2024 Q1 2024 |
451,400
shares
|
$21.7 Million
0.03% of portfolio
|
Q1 2024
Added 49.14%
|
|
|
Stephens Inc
|
May 15, 2024 Q1 2024 |
408,002
shares
|
$19.6 Million
0.32% of portfolio
|
Q1 2024
Reduced 0.82%
|
|
|
Searcy Financial Services Inc
|
Apr 16, 2024 Q1 2024 |
379,817
shares
|
$18.2 Million
9.33% of portfolio
|
Q1 2024
Reduced 6.2%
|
|