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 466 institutions that hold shares in the stock, with a total of 85.9 Million shares, which have been reported (via 13F filing form) to have a value of $4.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
13,005
shares
|
$651,030
0.01% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
12,784
shares
|
$639,967
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Smithbridge Asset Management Inc
|
Oct 29, 2025 Q3 2025 |
12,589
shares
|
$630,205
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Oct 27, 2025 Q3 2025 |
12,517
shares
|
$626,601
0.26% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
12,126
shares
|
$607,027
0.02% of portfolio
|
Q2 2025
Added 8.22%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
11,956
shares
|
$598,517
0.02% of portfolio
|
Q2 2025
Added 15.73%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
11,841
shares
|
$592,760
0.3% of portfolio
|
Q2 2023
Added 0.14%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
11,814
shares
|
$591,408
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
11,426
shares
|
$571,985
0.1% of portfolio
|
Q3 2025
Added 13.9%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
11,358
shares
|
$568,581
0.0% of portfolio
|
Q2 2025
Added 235.44%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
11,266
shares
|
$563,975
0.01% of portfolio
|
Q2 2025
Reduced 6.02%
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
11,179
shares
|
$559,620
0.62% of portfolio
|
Q4 2024
Reduced 55.83%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
11,096
shares
|
$555,465
0.0% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
10,977
shares
|
$549,508
0.04% of portfolio
|
Q2 2025
Reduced 12.11%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
10,946
shares
|
$547,956
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 13, 2025 Q2 2025 |
10,861
shares
|
$543,701
0.13% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
10,603
shares
|
$530,786
0.0% of portfolio
|
Q2 2025
Reduced 7.84%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
10,551
shares
|
$528,183
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
10,331
shares
|
$517,169
0.02% of portfolio
|
Q3 2025
Reduced 11.99%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Aug 14, 2025 Q2 2025 |
10,315
shares
|
$516,368
0.28% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Sep 25, 2025 Q2 2025 |
10,199
shares
|
$510,561
0.28% of portfolio
|
Q2 2025
Added 9.16%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
10,191
shares
|
$510,161
0.74% of portfolio
|
Q4 2022
Added 26.6%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Oct 28, 2025 Q3 2025 |
10,090
shares
|
$505,105
0.19% of portfolio
|
Q2 2025
Reduced 62.41%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
9,931
shares
|
$497,145
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
1776 Wealth LLC
|
Aug 08, 2025 Q2 2025 |
9,757
shares
|
$488,435
0.21% of portfolio
|
Q2 2025
Reduced 15.94%
|