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 446 institutions that hold shares in the stock, with a total of 78.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
18,690
shares
|
$917,305
0.02% of portfolio
|
Q4 2024
Added 26.16%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
18,633
shares
|
$914,507
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
17,938
shares
|
$880,397
0.04% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Feb 13, 2025 Q4 2024 |
17,747
shares
|
$871,022
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jan 15, 2025 Q4 2024 |
17,738
shares
|
$870,581
0.24% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
17,351
shares
|
$851,587
0.05% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
17,325
shares
|
$850,311
0.03% of portfolio
|
Q4 2024
Added 9.81%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
17,203
shares
|
$844,323
0.07% of portfolio
|
Q4 2024
Reduced 9.18%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
16,682
shares
|
$818,752
0.4% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Vishria Bird Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
16,379
shares
|
$803,881
0.28% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
16,362
shares
|
$803,046
0.04% of portfolio
|
Q4 2024
Added 19.85%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
16,274
shares
|
$798,727
0.04% of portfolio
|
Q4 2024
Reduced 22.16%
|
|
|
626 Financial, LLC
|
Jan 14, 2025 Q4 2024 |
16,136
shares
|
$791,954
0.44% of portfolio
|
Q4 2024
Added 3.1%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Feb 05, 2025 Q4 2024 |
16,126
shares
|
$791,464
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
15,938
shares
|
$782,237
0.05% of portfolio
|
Q4 2024
Added 104.33%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Feb 12, 2025 Q4 2024 |
15,903
shares
|
$780,519
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Concentrum Wealth Management
|
Feb 13, 2025 Q4 2024 |
15,799
shares
|
$775,414
0.27% of portfolio
|
Q4 2024
Reduced 23.67%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
15,638
shares
|
$767,513
0.03% of portfolio
|
Q4 2024
Added 69.81%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
15,577
shares
|
$764,519
0.22% of portfolio
|
Q4 2024
Added 17.06%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
15,293
shares
|
$750,580
0.04% of portfolio
|
Q4 2024
Reduced 71.24%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
15,226
shares
|
$747,292
0.14% of portfolio
|
Q1 2024
Added 1.18%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
15,155
shares
|
$743,807
0.12% of portfolio
|
Q4 2024
Reduced 10.36%
|
|
|
Flaharty Asset Management, LLC
|
Feb 05, 2025 Q4 2024 |
15,124
shares
|
$742,285
0.12% of portfolio
|
Q4 2024
Reduced 67.53%
|
|
|
Ballew Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
14,963
shares
|
$734,384
0.48% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
14,769
shares
|
$724,862
0.05% of portfolio
|
Q4 2024
Added 23.65%
|