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 445 institutions that hold shares in the stock, with a total of 78.3 Million shares, which have been reported (via 13F filing form) to have a value of $3.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Castle Rock Wealth Management, LLC
|
Mar 05, 2025 Q4 2024 |
4,207
shares
|
$206,774
0.05% of portfolio
|
Q4 2024
Reduced 8.46%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,181
shares
|
$205,496
0.01% of portfolio
|
Q4 2023
Reduced 19.15%
|
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
4,167
shares
|
$204,808
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
4,162
shares
|
$204,562
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
3,950
shares
|
$194,142
0.12% of portfolio
|
Q2 2024
Reduced 72.84%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
3,296
shares
|
$161,998
0.05% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
3,098
shares
|
$152,266
0.06% of portfolio
|
Q2 2023
Reduced 5.35%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
2,879
shares
|
$141,502
0.02% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
2,792
shares
|
$137,226
0.01% of portfolio
|
Q4 2024
Added 46.33%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
2,746
shares
|
$134,965
0.01% of portfolio
|
Q4 2024
Added 20.07%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Feb 03, 2025 Q4 2024 |
2,658
shares
|
$130,640
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
2,609
shares
|
$128,232
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
2,391
shares
|
$117,517
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
1,900
shares
|
$93,385
0.04% of portfolio
|
Q4 2023
Reduced 17.39%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
1,887
shares
|
$92,746
0.04% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
1,793
shares
|
$88,125
0.02% of portfolio
|
Q4 2024
Added 16.2%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,679
shares
|
$82,522
0.07% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
1,667
shares
|
$81,933
0.01% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
1,622
shares
|
$79,721
0.26% of portfolio
|
Q2 2022
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
1,404
shares
|
$69,006
0.01% of portfolio
|
Q4 2024
Added 8.17%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
1,367
shares
|
$67,188
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,235
shares
|
$60,700
0.01% of portfolio
|
Q3 2024
Reduced 30.03%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
1,211
shares
|
$59,520
0.0% of portfolio
|
Q4 2024
Reduced 26.16%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
1,199
shares
|
$58,930
0.0% of portfolio
|
Q1 2023
Added 119800.0%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
1,153
shares
|
$56,669
0.01% of portfolio
|
Q4 2024
Reduced 17.47%
|