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 462 institutions that hold shares in the stock, with a total of 85.1 Million shares, which have been reported (via 13F filing form) to have a value of $4.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
21,300
shares
|
$1.06 Million
0.48% of portfolio
|
Q2 2025
Reduced 12.84%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
21,151
shares
|
$1.05 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
20,408
shares
|
$1.01 Million
0.49% of portfolio
|
Q2 2025
Added 54.88%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
19,823
shares
|
$982,031
0.12% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
19,745
shares
|
$978,167
0.26% of portfolio
|
Q2 2025
Added 10.92%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Jul 25, 2025 Q2 2025 |
19,500
shares
|
$966,030
0.83% of portfolio
|
Q2 2025
Added 101.03%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
19,455
shares
|
$963,800
0.18% of portfolio
|
Q2 2025
Reduced 9.88%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
19,299
shares
|
$956,072
0.01% of portfolio
|
Q2 2025
Reduced 14.49%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
19,193
shares
|
$950,821
0.06% of portfolio
|
Q2 2025
Added 4.49%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
18,477
shares
|
$915,350
0.09% of portfolio
|
Q2 2025
Reduced 21.56%
|
|
|
Chris Bulman Inc
Roseville, CA |
Jul 14, 2025 Q2 2025 |
18,407
shares
|
$911,882
0.52% of portfolio
|
Q2 2025
Added 4.77%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
18,383
shares
|
$910,693
0.04% of portfolio
|
Q1 2025
Added 12.35%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Aug 01, 2025 Q2 2025 |
18,271
shares
|
$905,145
0.52% of portfolio
|
Q2 2025
Reduced 4.82%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
18,058
shares
|
$894,593
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
18,040
shares
|
$893,701
0.06% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jul 17, 2025 Q2 2025 |
17,979
shares
|
$890,679
0.2% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
17,580
shares
|
$870,913
0.39% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
17,475
shares
|
$865,711
0.06% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
17,445
shares
|
$864,225
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
17,061
shares
|
$845,201
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Jul 23, 2025 Q2 2025 |
16,810
shares
|
$832,767
0.66% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Aug 14, 2025 Q2 2025 |
16,635
shares
|
$824,097
0.57% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Strong Box Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
16,475
shares
|
$816,171
0.32% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
16,186
shares
|
$801,854
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Jul 15, 2025 Q2 2025 |
16,122
shares
|
$798,683
0.58% of portfolio
|
Q2 2025
New holding
|