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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
4,643
shares
|
$232,428
0.01% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
4,618
shares
|
$231,177
0.01% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Genesee Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
4,602
shares
|
$230,376
0.1% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
4,586
shares
|
$229,575
0.02% of portfolio
|
Q2 2025
Reduced 15.47%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
4,554
shares
|
$227,973
0.01% of portfolio
|
Q2 2025
Reduced 8.55%
|
|
|
Holistic Financial Partners
|
Aug 05, 2025 Q2 2025 |
4,528
shares
|
$226,671
0.1% of portfolio
|
Q2 2025
Reduced 57.32%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
4,502
shares
|
$225,370
0.01% of portfolio
|
Q4 2023
Reduced 4.48%
|
|
|
Lake Street Financial LLC
|
Aug 11, 2025 Q2 2025 |
4,487
shares
|
$224,619
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
4,485
shares
|
$224,519
0.13% of portfolio
|
Q1 2025
Added 71.58%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
4,476
shares
|
$224,068
0.01% of portfolio
|
Q3 2025
Reduced 22.72%
|
|
|
Moneywise, Inc.
|
Oct 23, 2025 Q3 2025 |
4,350
shares
|
$217,761
0.11% of portfolio
|
Q3 2025
Reduced 14.0%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
4,323
shares
|
$216,409
0.0% of portfolio
|
Q2 2025
Added 15.9%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
4,258
shares
|
$213,155
0.01% of portfolio
|
Q3 2025
Reduced 3.99%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Aug 07, 2025 Q2 2025 |
4,254
shares
|
$212,955
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 21, 2025 Q2 2025 |
4,228
shares
|
$211,653
0.07% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
4,208
shares
|
$210,652
0.03% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Aug 01, 2025 Q2 2025 |
4,195
shares
|
$210,001
0.03% of portfolio
|
Q2 2025
Reduced 37.48%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,181
shares
|
$209,300
0.01% of portfolio
|
Q4 2023
Reduced 19.15%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
4,173
shares
|
$208,900
0.01% of portfolio
|
Q3 2025
Reduced 9.32%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
4,162
shares
|
$208,349
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 17, 2025 Q3 2025 |
4,127
shares
|
$206,597
0.06% of portfolio
|
Q3 2025
Reduced 5.15%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
4,107
shares
|
$205,596
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
4,026
shares
|
$201,541
0.03% of portfolio
|
Q3 2025
Reduced 11.07%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
4,007
shares
|
$200,590
0.01% of portfolio
|
Q2 2025
Reduced 18.8%
|