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 |
|---|---|---|---|---|---|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
3,530
shares
|
$176,711
0.0% of portfolio
|
Q2 2025
Reduced 11.15%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
3,431
shares
|
$171,755
0.18% of portfolio
|
Q3 2025
Added 270.92%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
3,330
shares
|
$166,699
0.02% of portfolio
|
Q2 2025
Reduced 30.35%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
3,300
shares
|
$165,198
0.05% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
2,872
shares
|
$143,772
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
2,792
shares
|
$139,767
0.01% of portfolio
|
Q4 2024
Added 46.33%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
2,173
shares
|
$108,780
0.04% of portfolio
|
Q2 2025
Reduced 29.86%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
1,900
shares
|
$95,114
0.04% of portfolio
|
Q4 2023
Reduced 17.39%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
1,864
shares
|
$93,311
0.04% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
1,778
shares
|
$89,006
0.03% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
1,718
shares
|
$86,003
0.02% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,679
shares
|
$84,050
0.07% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
1,645
shares
|
$82,348
0.01% of portfolio
|
Q3 2025
Reduced 40.09%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
1,622
shares
|
$81,197
0.26% of portfolio
|
Q2 2022
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
1,596
shares
|
$79,895
0.01% of portfolio
|
Q2 2025
Added 133.67%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
1,367
shares
|
$68,432
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
1,364
shares
|
$68,281
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,235
shares
|
$61,824
0.01% of portfolio
|
Q3 2024
Reduced 30.03%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,097
shares
|
$54,915
0.0% of portfolio
|
Q2 2025
Added 32.97%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
1,003
shares
|
$50,210
0.02% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
825
shares
|
$41,299
0.0% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
766
shares
|
$38,345
0.0% of portfolio
|
Q2 2025
Reduced 36.75%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
725
shares
|
$36,293
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
638
shares
|
$31,938
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
633
shares
|
$31,687
0.01% of portfolio
|
Q2 2025
Added 497.17%
|