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 446 institutions that hold shares in the stock, with a total of 78.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
10,760
shares
|
$528,100
0.01% of portfolio
|
Q4 2024
Reduced 14.94%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
10,550
shares
|
$517,794
0.0% of portfolio
|
Q4 2024
Reduced 13.76%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 29, 2025 Q4 2024 |
10,483
shares
|
$514,505
0.13% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
10,402
shares
|
$510,530
0.2% of portfolio
|
Q4 2024
Reduced 32.98%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
10,397
shares
|
$510,284
0.01% of portfolio
|
Q4 2024
Reduced 13.15%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
10,191
shares
|
$500,174
0.74% of portfolio
|
Q4 2022
Added 26.6%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
10,085
shares
|
$494,971
0.03% of portfolio
|
Q4 2024
Reduced 15.49%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Feb 14, 2025 Q4 2024 |
9,928
shares
|
$487,266
0.26% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Feb 13, 2025 Q4 2024 |
9,740
shares
|
$478,039
0.36% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
9,497
shares
|
$466,112
0.2% of portfolio
|
Q4 2024
Reduced 12.86%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
9,322
shares
|
$457,523
0.03% of portfolio
|
Q3 2024
Added 115.69%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
9,311
shares
|
$456,983
0.16% of portfolio
|
Q4 2024
Added 34.13%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
9,098
shares
|
$446,529
0.35% of portfolio
|
Q4 2024
Reduced 12.34%
|
|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
8,940
shares
|
$438,775
0.07% of portfolio
|
Q4 2024
Reduced 11.7%
|
|
|
Tanager Wealth Management LLP
|
Jan 27, 2025 Q4 2024 |
8,892
shares
|
$436,419
0.06% of portfolio
|
Q1 2024
Reduced 5.6%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
8,861
shares
|
$434,897
0.07% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
8,854
shares
|
$434,554
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
8,784
shares
|
$431,118
0.04% of portfolio
|
Q4 2024
Added 6.23%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
8,765
shares
|
$430,186
0.3% of portfolio
|
Q4 2024
Reduced 25.05%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
8,746
shares
|
$429,253
0.02% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
8,651
shares
|
$424,591
0.07% of portfolio
|
Q1 2024
Reduced 21.15%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
8,651
shares
|
$424,591
0.02% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
8,628
shares
|
$423,462
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Davidson Trust CO
|
Jan 31, 2025 Q4 2024 |
8,561
shares
|
$420,173
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Family Legacy, Inc.
|
Feb 12, 2025 Q4 2024 |
8,513
shares
|
$417,818
0.14% of portfolio
|
Q4 2024
Reduced 0.36%
|