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 |
|---|---|---|---|---|---|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
11,289
shares
|
$552,257
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
11,241
shares
|
$549,909
0.12% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
11,179
shares
|
$546,876
0.62% of portfolio
|
Q4 2024
Reduced 55.83%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
11,148
shares
|
$545,360
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
10,583
shares
|
$517,720
0.12% of portfolio
|
Q1 2025
Added 54.43%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
10,550
shares
|
$516,106
0.0% of portfolio
|
Q4 2024
Reduced 13.76%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 29, 2025 Q4 2024 |
10,483
shares
|
$512,828
0.13% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
10,331
shares
|
$505,392
0.01% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
10,255
shares
|
$501,674
0.02% of portfolio
|
Q1 2025
Reduced 6.21%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
10,191
shares
|
$498,543
0.74% of portfolio
|
Q4 2022
Added 26.6%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
10,085
shares
|
$493,358
0.03% of portfolio
|
Q4 2024
Reduced 15.49%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
9,933
shares
|
$485,922
0.02% of portfolio
|
Q1 2025
Added 14.82%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Feb 14, 2025 Q4 2024 |
9,928
shares
|
$485,677
0.26% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Wealth Effects LLC
|
Apr 23, 2025 Q1 2025 |
9,902
shares
|
$484,405
0.22% of portfolio
|
Q1 2025
Reduced 4.81%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Feb 13, 2025 Q4 2024 |
9,740
shares
|
$476,480
0.36% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Apr 14, 2025 Q1 2025 |
9,700
shares
|
$474,524
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Cs Group, LLC
|
Apr 09, 2025 Q1 2025 |
9,509
shares
|
$465,180
0.46% of portfolio
|
Q1 2025
Added 17.61%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
9,497
shares
|
$464,593
0.2% of portfolio
|
Q4 2024
Reduced 12.86%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
9,322
shares
|
$456,032
0.03% of portfolio
|
Q3 2024
Added 115.69%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Apr 22, 2025 Q1 2025 |
8,987
shares
|
$439,644
0.38% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Apr 28, 2025 Q1 2025 |
8,967
shares
|
$438,665
0.45% of portfolio
|
Q1 2025
Added 9.86%
|
|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
8,940
shares
|
$437,344
0.07% of portfolio
|
Q4 2024
Reduced 11.7%
|
|
|
Tanager Wealth Management LLP
|
Apr 24, 2025 Q1 2025 |
8,892
shares
|
$434,996
0.06% of portfolio
|
Q1 2024
Reduced 5.6%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
8,861
shares
|
$433,480
0.07% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
8,746
shares
|
$427,854
0.02% of portfolio
|
Q4 2024
Reduced 1.75%
|