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 |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
5,657
shares
|
$283,189
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
5,588
shares
|
$279,735
0.1% of portfolio
|
Q3 2025
Added 5.39%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
5,563
shares
|
$278,483
0.02% of portfolio
|
Q2 2025
Reduced 3.55%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Oct 17, 2025 Q3 2025 |
5,447
shares
|
$272,676
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Wmg Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
5,349
shares
|
$267,770
0.1% of portfolio
|
Q3 2025
Reduced 6.96%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
5,285
shares
|
$264,567
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
5,252
shares
|
$262,915
0.09% of portfolio
|
Q2 2025
Added 23.78%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2025 Q3 2025 |
5,237
shares
|
$262,164
0.1% of portfolio
|
Q1 2025
Reduced 13.99%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2025 Q3 2025 |
5,206
shares
|
$260,612
0.1% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
5,150
shares
|
$257,809
0.02% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
5,112
shares
|
$255,906
0.05% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Essex LLC
|
Oct 23, 2025 Q3 2025 |
5,081
shares
|
$254,354
0.05% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
5,069
shares
|
$253,754
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
5,063
shares
|
$253,453
0.42% of portfolio
|
Q2 2022
Reduced 61.67%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
5,020
shares
|
$251,301
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
5,014
shares
|
$251,000
0.01% of portfolio
|
Q3 2025
Added 18.62%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
4,925
shares
|
$246,545
0.02% of portfolio
|
Q1 2025
Reduced 9.7%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
4,902
shares
|
$245,394
0.01% of portfolio
|
Q3 2025
Reduced 27.14%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
4,861
shares
|
$243,341
0.22% of portfolio
|
Q1 2023
Added 2.53%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
4,848
shares
|
$242,690
0.0% of portfolio
|
Q3 2025
Reduced 4.98%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
4,812
shares
|
$240,888
0.15% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
4,800
shares
|
$240,288
0.16% of portfolio
|
Q1 2023
Reduced 23.81%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
4,669
shares
|
$233,730
0.02% of portfolio
|
Q2 2025
Reduced 5.39%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
4,652
shares
|
$232,879
0.04% of portfolio
|
Q2 2025
Reduced 8.71%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Aug 13, 2025 Q2 2025 |
4,645
shares
|
$232,528
0.11% of portfolio
|
Q2 2025
Added 1.02%
|