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 |
|---|---|---|---|---|---|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
11,289
shares
|
$551,580
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
11,205
shares
|
$547,476
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
11,179
shares
|
$546,205
0.62% of portfolio
|
Q4 2024
Reduced 55.83%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
11,073
shares
|
$541,026
0.0% of portfolio
|
Q1 2025
Reduced 46.59%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
May 14, 2025 Q1 2025 |
11,058
shares
|
$540,293
0.14% of portfolio
|
Q1 2025
Added 5.49%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
10,822
shares
|
$528,762
0.02% of portfolio
|
Q1 2025
Added 7.31%
|
|
|
Holistic Financial Partners
|
May 06, 2025 Q1 2025 |
10,610
shares
|
$518,404
0.26% of portfolio
|
Q1 2025
Reduced 20.44%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
10,583
shares
|
$517,085
0.12% of portfolio
|
Q1 2025
Added 54.43%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
10,331
shares
|
$504,772
0.01% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
10,255
shares
|
$501,059
0.02% of portfolio
|
Q1 2025
Reduced 6.21%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
10,191
shares
|
$497,932
0.74% of portfolio
|
Q4 2022
Added 26.6%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
May 15, 2025 Q1 2025 |
9,952
shares
|
$486,254
0.3% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
9,933
shares
|
$485,326
0.02% of portfolio
|
Q1 2025
Added 14.82%
|
|
|
Wealth Effects LLC
|
Apr 23, 2025 Q1 2025 |
9,902
shares
|
$483,811
0.22% of portfolio
|
Q1 2025
Reduced 4.81%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
9,722
shares
|
$475,016
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Apr 14, 2025 Q1 2025 |
9,700
shares
|
$473,942
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
May 13, 2025 Q1 2025 |
9,649
shares
|
$471,450
0.38% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Capital Cs Group, LLC
|
Apr 09, 2025 Q1 2025 |
9,509
shares
|
$464,609
0.46% of portfolio
|
Q1 2025
Added 17.61%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
9,475
shares
|
$462,948
0.11% of portfolio
|
Q1 2025
Reduced 15.71%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
9,455
shares
|
$461,971
0.21% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
9,343
shares
|
$456,498
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Apr 22, 2025 Q1 2025 |
8,987
shares
|
$439,104
0.38% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
May 12, 2025 Q1 2025 |
8,979
shares
|
$438,713
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Apr 28, 2025 Q1 2025 |
8,967
shares
|
$438,127
0.45% of portfolio
|
Q1 2025
Added 9.86%
|
|
|
Tanager Wealth Management LLP
|
Apr 24, 2025 Q1 2025 |
8,892
shares
|
$434,463
0.06% of portfolio
|
Q1 2024
Reduced 5.6%
|