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 464 institutions that hold shares in the stock, with a total of 85.2 Million shares, which have been reported (via 13F filing form) to have a value of $4.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
4,107
shares
|
$203,460
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
4,007
shares
|
$198,506
0.01% of portfolio
|
Q2 2025
Reduced 18.8%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
3,950
shares
|
$195,683
0.12% of portfolio
|
Q2 2024
Reduced 72.84%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
3,530
shares
|
$174,876
0.0% of portfolio
|
Q2 2025
Reduced 11.15%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
3,330
shares
|
$164,968
0.02% of portfolio
|
Q2 2025
Reduced 30.35%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
3,220
shares
|
$159,518
0.05% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
2,792
shares
|
$138,315
0.01% of portfolio
|
Q4 2024
Added 46.33%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
2,746
shares
|
$136,036
0.01% of portfolio
|
Q4 2024
Added 20.07%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
2,173
shares
|
$107,650
0.04% of portfolio
|
Q2 2025
Reduced 29.86%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
1,900
shares
|
$94,126
0.04% of portfolio
|
Q4 2023
Reduced 17.39%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
1,864
shares
|
$92,342
0.04% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
1,778
shares
|
$88,082
0.03% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
1,718
shares
|
$85,109
0.02% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,679
shares
|
$83,177
0.07% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
1,622
shares
|
$80,353
0.26% of portfolio
|
Q2 2022
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
1,596
shares
|
$79,065
0.01% of portfolio
|
Q2 2025
Added 133.67%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
1,367
shares
|
$67,721
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
1,364
shares
|
$67,572
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,235
shares
|
$61,181
0.01% of portfolio
|
Q3 2024
Reduced 30.03%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,097
shares
|
$54,345
0.0% of portfolio
|
Q2 2025
Added 32.97%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
993
shares
|
$49,193
0.02% of portfolio
|
Q2 2025
Reduced 12.36%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
925
shares
|
$45,824
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
825
shares
|
$40,870
0.0% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
766
shares
|
$37,947
0.0% of portfolio
|
Q2 2025
Reduced 36.75%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
725
shares
|
$35,916
0.0% of portfolio
|
Q3 2022
New holding
|