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 464 institutions that hold shares in the stock, with a total of 85.2 Million shares, which have been reported (via 13F filing form) to have a value of $4.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
6,887
shares
|
$341,181
0.04% of portfolio
|
Q2 2025
Reduced 51.98%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
6,769
shares
|
$335,336
0.01% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
6,751
shares
|
$334,444
0.24% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
6,745
shares
|
$334,147
0.01% of portfolio
|
Q2 2025
Reduced 9.22%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
6,728
shares
|
$333,305
0.01% of portfolio
|
Q2 2025
Reduced 75.22%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Jul 31, 2025 Q2 2025 |
6,683
shares
|
$331,075
0.1% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Aug 04, 2025 Q2 2025 |
6,677
shares
|
$330,778
0.13% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,674
shares
|
$330,629
0.0% of portfolio
|
Q2 2025
Added 11.36%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Jul 23, 2025 Q2 2025 |
6,561
shares
|
$325,031
0.25% of portfolio
|
Q2 2025
Reduced 69.95%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
6,540
shares
|
$323,991
0.15% of portfolio
|
Q4 2024
Reduced 13.66%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
6,475
shares
|
$320,771
0.01% of portfolio
|
Q1 2024
Reduced 26.22%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
6,413
shares
|
$317,700
0.02% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
6,409
shares
|
$317,501
0.02% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
6,386
shares
|
$316,362
0.12% of portfolio
|
Q2 2025
Reduced 10.45%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
6,107
shares
|
$302,540
0.03% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
6,049
shares
|
$299,667
0.07% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
6,024
shares
|
$298,428
0.12% of portfolio
|
Q3 2023
Reduced 40.91%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
6,011
shares
|
$297,784
0.01% of portfolio
|
Q2 2025
Reduced 26.64%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
5,974
shares
|
$295,951
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
5,936
shares
|
$294,069
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
5,812
shares
|
$287,926
0.06% of portfolio
|
Q2 2025
Reduced 38.66%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
5,792
shares
|
$286,935
0.02% of portfolio
|
Q2 2025
Added 32.27%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
5,761
shares
|
$285,399
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Wmg Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
5,749
shares
|
$284,805
0.11% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
5,727
shares
|
$283,715
0.12% of portfolio
|
Q2 2024
Reduced 1.12%
|