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 |
|---|---|---|---|---|---|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
5,131
shares
|
$251,829
0.01% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
5,112
shares
|
$250,896
0.05% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
5,108
shares
|
$250,700
0.02% of portfolio
|
Q4 2024
Reduced 13.66%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,085
shares
|
$249,571
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
5,069
shares
|
$248,786
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
5,063
shares
|
$248,492
0.42% of portfolio
|
Q2 2022
Reduced 61.67%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
5,046
shares
|
$247,657
0.02% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Rede Wealth, LLC
|
Jan 28, 2025 Q4 2024 |
5,034
shares
|
$247,068
0.09% of portfolio
|
Q4 2024
Reduced 4.93%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
5,023
shares
|
$246,528
0.06% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Moneywise, Inc.
|
Jan 27, 2025 Q4 2024 |
5,015
shares
|
$246,136
0.13% of portfolio
|
Q4 2024
Reduced 39.54%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
4,861
shares
|
$238,577
0.22% of portfolio
|
Q1 2023
Added 2.53%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
4,812
shares
|
$236,172
0.15% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
4,800
shares
|
$235,584
0.16% of portfolio
|
Q1 2023
Reduced 23.81%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
4,730
shares
|
$232,148
0.09% of portfolio
|
Q4 2024
Reduced 5.74%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
4,705
shares
|
$230,921
0.04% of portfolio
|
Q2 2023
Added 0.06%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Jan 21, 2025 Q4 2024 |
4,618
shares
|
$226,651
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Jan 31, 2025 Q4 2024 |
4,551
shares
|
$223,363
0.12% of portfolio
|
Q4 2024
Added 10.81%
|
|
|
Genesee Capital Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
4,522
shares
|
$221,939
0.11% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
4,502
shares
|
$220,958
0.01% of portfolio
|
Q4 2023
Reduced 4.48%
|
|
|
Western Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
4,453
shares
|
$218,553
0.07% of portfolio
|
Q4 2024
Reduced 58.94%
|
|
|
Cutter & CO Brokerage, Inc.
|
Feb 04, 2025 Q4 2024 |
4,388
shares
|
$215,363
0.06% of portfolio
|
Q4 2024
Reduced 4.69%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
4,356
shares
|
$213,792
0.05% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
4,234
shares
|
$207,804
0.08% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
4,226
shares
|
$207,412
0.02% of portfolio
|
Q3 2024
Reduced 62.32%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
4,210
shares
|
$206,626
0.01% of portfolio
|
Q4 2024
Reduced 60.99%
|