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 466 institutions that hold shares in the stock, with a total of 85.9 Million shares, which have been reported (via 13F filing form) to have a value of $4.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Helium Advisors LLC
Everett, WA |
Aug 14, 2025 Q2 2025 |
21,729
shares
|
$1.09 Million
0.68% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
21,627
shares
|
$1.08 Million
0.5% of portfolio
|
Q3 2025
Added 5.97%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
21,300
shares
|
$1.07 Million
0.48% of portfolio
|
Q2 2025
Reduced 12.84%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 27, 2025 Q3 2025 |
20,120
shares
|
$1.01 Million
0.23% of portfolio
|
Q3 2025
Added 11.91%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
19,823
shares
|
$992,339
0.12% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
19,745
shares
|
$988,434
0.26% of portfolio
|
Q2 2025
Added 10.92%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Jul 25, 2025 Q2 2025 |
19,500
shares
|
$976,170
0.83% of portfolio
|
Q2 2025
Added 101.03%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
19,455
shares
|
$973,917
0.18% of portfolio
|
Q2 2025
Reduced 9.88%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
19,299
shares
|
$966,107
0.01% of portfolio
|
Q2 2025
Reduced 14.49%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
19,193
shares
|
$960,801
0.06% of portfolio
|
Q2 2025
Added 4.49%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
18,552
shares
|
$928,713
0.09% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Columbia Advisory Partners LLC
|
Oct 24, 2025 Q3 2025 |
18,366
shares
|
$919,401
0.75% of portfolio
|
Q3 2025
Reduced 28.9%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Aug 01, 2025 Q2 2025 |
18,271
shares
|
$914,646
0.52% of portfolio
|
Q2 2025
Reduced 4.82%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
18,058
shares
|
$903,983
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
18,040
shares
|
$903,082
0.06% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
17,826
shares
|
$892,369
0.65% of portfolio
|
Q3 2025
Added 6.04%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Oct 07, 2025 Q3 2025 |
17,772
shares
|
$889,666
0.37% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
17,759
shares
|
$889,015
0.04% of portfolio
|
Q3 2025
Reduced 3.39%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
17,654
shares
|
$883,759
0.15% of portfolio
|
Q2 2025
Reduced 16.53%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
17,475
shares
|
$874,798
0.06% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
17,445
shares
|
$873,296
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
17,321
shares
|
$867,089
0.02% of portfolio
|
Q3 2025
Added 23.78%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
17,061
shares
|
$854,073
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Aug 14, 2025 Q2 2025 |
16,635
shares
|
$832,748
0.57% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
16,605
shares
|
$831,246
0.05% of portfolio
|
Q3 2025
Reduced 29.97%
|