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 452 institutions that hold shares in the stock, with a total of 82.1 Million shares, which have been reported (via 13F filing form) to have a value of $4.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
15,574
shares
|
$760,945
0.03% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
15,399
shares
|
$752,395
0.03% of portfolio
|
Q1 2025
Added 265.77%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
15,226
shares
|
$743,942
0.14% of portfolio
|
Q1 2024
Added 1.18%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
14,762
shares
|
$721,271
0.06% of portfolio
|
Q1 2025
Added 24.45%
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
14,750
shares
|
$720,685
0.11% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
May 07, 2025 Q1 2025 |
14,525
shares
|
$709,691
0.23% of portfolio
|
Q1 2025
Reduced 8.67%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
14,341
shares
|
$700,701
0.09% of portfolio
|
Q1 2025
Added 135.25%
|
|
|
Narwhal Capital Management
|
Apr 22, 2025 Q1 2025 |
13,991
shares
|
$683,600
0.06% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
13,962
shares
|
$682,183
0.16% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
13,695
shares
|
$669,137
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Apr 22, 2025 Q1 2025 |
13,426
shares
|
$655,994
0.63% of portfolio
|
Q1 2025
Reduced 16.74%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
13,408
shares
|
$655,114
0.05% of portfolio
|
Q4 2023
Reduced 2.02%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Apr 22, 2025 Q1 2025 |
13,177
shares
|
$643,828
0.37% of portfolio
|
Q1 2025
Added 65.31%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
13,005
shares
|
$635,424
0.01% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
12,784
shares
|
$624,626
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
May 14, 2025 Q1 2025 |
12,537
shares
|
$612,557
0.41% of portfolio
|
Q1 2025
Added 6.03%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
12,490
shares
|
$610,261
0.05% of portfolio
|
Q1 2025
Added 9.63%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Apr 07, 2025 Q1 2025 |
12,308
shares
|
$601,368
0.31% of portfolio
|
Q1 2025
Added 8.06%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Apr 16, 2025 Q1 2025 |
12,155
shares
|
$593,893
0.35% of portfolio
|
Q1 2025
Added 6.82%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
11,988
shares
|
$585,733
0.01% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
11,857
shares
|
$579,333
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
|
$578,551
0.3% of portfolio
|
Q2 2023
Added 0.14%
|
|
|
1776 Wealth LLC
|
May 05, 2025 Q1 2025 |
11,607
shares
|
$567,118
0.27% of portfolio
|
Q1 2025
Reduced 14.38%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
11,505
shares
|
$562,134
0.0% of portfolio
|
Q1 2025
Reduced 82.95%
|
|
|
Mattern Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
11,500
shares
|
$561,890
0.14% of portfolio
|
Q1 2025
Reduced 4.17%
|