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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
8,651
shares
|
$423,206
0.07% of portfolio
|
Q1 2024
Reduced 21.15%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
8,628
shares
|
$422,081
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Apr 22, 2025 Q1 2025 |
8,571
shares
|
$419,293
0.38% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Family Legacy, Inc.
|
Apr 23, 2025 Q1 2025 |
8,513
shares
|
$416,455
0.15% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
8,220
shares
|
$402,122
0.07% of portfolio
|
Q4 2024
Reduced 56.77%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
8,194
shares
|
$400,850
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Stockman Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
8,000
shares
|
$391,360
0.06% of portfolio
|
Q1 2025
Reduced 47.21%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
7,760
shares
|
$379,619
0.0% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Chiron Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
7,543
shares
|
$369,003
0.35% of portfolio
|
Q4 2024
Reduced 20.96%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
7,538
shares
|
$368,758
0.03% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
7,523
shares
|
$368,025
0.05% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
7,443
shares
|
$364,111
0.14% of portfolio
|
Q2 2022
Added 13.81%
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
7,420
shares
|
$362,986
0.12% of portfolio
|
Q3 2023
Reduced 8.05%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
7,145
shares
|
$349,533
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Apr 08, 2025 Q1 2025 |
7,131
shares
|
$348,848
0.17% of portfolio
|
Q1 2025
Reduced 9.77%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
6,982
shares
|
$341,559
0.0% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Feb 05, 2025 Q4 2024 |
6,842
shares
|
$334,710
0.11% of portfolio
|
Q4 2024
Added 7.65%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
6,807
shares
|
$332,998
0.01% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Capital Market Strategies LLC
|
Apr 04, 2025 Q1 2025 |
6,751
shares
|
$330,258
0.23% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
6,540
shares
|
$319,936
0.16% of portfolio
|
Q4 2024
Reduced 13.66%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
6,475
shares
|
$316,757
0.01% of portfolio
|
Q1 2024
Reduced 26.22%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
6,423
shares
|
$314,213
0.02% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
6,331
shares
|
$309,712
0.02% of portfolio
|
Q4 2024
Reduced 21.07%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
6,177
shares
|
$302,178
0.0% of portfolio
|
Q4 2024
Added 66.9%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
6,102
shares
|
$298,509
0.03% of portfolio
|
Q1 2025
Reduced 30.53%
|