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 442 institutions that hold shares in the stock, with a total of 79 Million shares, which have been reported (via 13F filing form) to have a value of $3.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
15,226
shares
|
$744,855
0.14% of portfolio
|
Q1 2024
Added 1.18%
|
|
|
Flaharty Asset Management, LLC
|
Feb 05, 2025 Q4 2024 |
15,124
shares
|
$739,866
0.12% of portfolio
|
Q4 2024
Reduced 67.53%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
14,769
shares
|
$722,499
0.05% of portfolio
|
Q4 2024
Added 23.65%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
14,762
shares
|
$722,157
0.06% of portfolio
|
Q1 2025
Added 24.45%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
14,341
shares
|
$701,561
0.09% of portfolio
|
Q1 2025
Added 135.25%
|
|
|
Narwhal Capital Management
|
Apr 22, 2025 Q1 2025 |
13,991
shares
|
$684,439
0.06% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
13,970
shares
|
$683,412
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
13,695
shares
|
$669,959
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
1776 Wealth LLC
|
Feb 10, 2025 Q4 2024 |
13,557
shares
|
$663,208
0.29% of portfolio
|
Q3 2023
Reduced 10.05%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Apr 22, 2025 Q1 2025 |
13,426
shares
|
$656,799
0.63% of portfolio
|
Q1 2025
Reduced 16.74%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
13,408
shares
|
$655,919
0.05% of portfolio
|
Q4 2023
Reduced 2.02%
|
|
|
Holistic Financial Partners
|
Feb 04, 2025 Q4 2024 |
13,336
shares
|
$652,397
0.33% of portfolio
|
Q4 2024
Reduced 10.62%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Apr 22, 2025 Q1 2025 |
13,177
shares
|
$644,618
0.37% of portfolio
|
Q1 2025
Added 65.31%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
13,005
shares
|
$636,204
0.01% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
12,784
shares
|
$625,393
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
12,490
shares
|
$611,010
0.05% of portfolio
|
Q1 2025
Added 9.63%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Apr 07, 2025 Q1 2025 |
12,308
shares
|
$602,107
0.31% of portfolio
|
Q1 2025
Added 8.06%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
12,252
shares
|
$599,367
0.01% of portfolio
|
Q4 2024
Reduced 5.28%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Apr 16, 2025 Q1 2025 |
12,155
shares
|
$594,622
0.35% of portfolio
|
Q1 2025
Added 6.82%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
11,911
shares
|
$582,686
0.04% of portfolio
|
Q4 2024
Added 183.73%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
11,857
shares
|
$580,044
0.02% of portfolio
|
Q4 2024
Reduced 7.69%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
11,841
shares
|
$579,261
0.3% of portfolio
|
Q2 2023
Added 0.14%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Feb 14, 2025 Q4 2024 |
11,824
shares
|
$578,430
0.4% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Mattern Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
11,500
shares
|
$562,580
0.14% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
11,397
shares
|
$557,541
0.0% of portfolio
|
Q4 2024
Reduced 20.44%
|