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 462 institutions that hold shares in the stock, with a total of 85.1 Million shares, which have been reported (via 13F filing form) to have a value of $4.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
4,735
shares
|
$234,571
0.04% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
4,669
shares
|
$231,302
0.02% of portfolio
|
Q2 2025
Reduced 5.39%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
4,652
shares
|
$230,460
0.04% of portfolio
|
Q2 2025
Reduced 8.71%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Aug 13, 2025 Q2 2025 |
4,645
shares
|
$230,113
0.11% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
4,643
shares
|
$230,014
0.01% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
4,618
shares
|
$228,775
0.01% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Genesee Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
4,602
shares
|
$227,983
0.1% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
4,602
shares
|
$227,983
0.01% of portfolio
|
Q2 2025
Reduced 13.15%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
4,554
shares
|
$225,605
0.01% of portfolio
|
Q2 2025
Reduced 8.55%
|
|
|
Holistic Financial Partners
|
Aug 05, 2025 Q2 2025 |
4,528
shares
|
$224,317
0.1% of portfolio
|
Q2 2025
Reduced 57.32%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
4,527
shares
|
$224,267
0.03% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
4,502
shares
|
$223,029
0.01% of portfolio
|
Q4 2023
Reduced 4.48%
|
|
|
Lake Street Financial LLC
|
Aug 11, 2025 Q2 2025 |
4,487
shares
|
$222,285
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
4,485
shares
|
$222,186
0.13% of portfolio
|
Q1 2025
Added 71.58%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
4,435
shares
|
$219,709
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
4,351
shares
|
$215,548
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
4,323
shares
|
$214,161
0.0% of portfolio
|
Q2 2025
Added 15.9%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Aug 07, 2025 Q2 2025 |
4,254
shares
|
$210,743
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 21, 2025 Q2 2025 |
4,228
shares
|
$209,455
0.07% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
4,227
shares
|
$209,405
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
4,226
shares
|
$209,356
0.02% of portfolio
|
Q3 2024
Reduced 62.32%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
4,208
shares
|
$208,464
0.03% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Aug 01, 2025 Q2 2025 |
4,195
shares
|
$207,820
0.03% of portfolio
|
Q2 2025
Reduced 37.48%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,181
shares
|
$207,126
0.01% of portfolio
|
Q4 2023
Reduced 19.15%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
4,162
shares
|
$206,185
0.06% of portfolio
|
Q3 2024
New holding
|