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 454 institutions that hold shares in the stock, with a total of 89.8 Million shares, which have been reported (via 13F filing form) to have a value of $4.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
284
shares
|
$14,188
0.0% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
279
shares
|
$13,938
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
274
shares
|
$13,689
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
273
shares
|
$13,639
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
264
shares
|
$13,189
0.0% of portfolio
|
Q3 2025
Reduced 56.29%
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
255
shares
|
$12,739
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
238
shares
|
$11,890
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
207
shares
|
$10,341
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
178
shares
|
$8,892
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
142
shares
|
$7,094
0.0% of portfolio
|
Q3 2025
Added 37.86%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
125
shares
|
$6,245
0.0% of portfolio
|
Q3 2025
Added 7.76%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
122
shares
|
$6,095
0.0% of portfolio
|
Q3 2025
Reduced 45.29%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
103
shares
|
$5,145
0.0% of portfolio
|
Q3 2025
Reduced 83.73%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
100
shares
|
$4,996
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
61
shares
|
$3,047
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
60
shares
|
$2,997
0.0% of portfolio
|
Q3 2025
Added 5.26%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
56
shares
|
$2,797
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
50
shares
|
$2,498
0.0% of portfolio
|
Q3 2025
Reduced 99.32%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
41
shares
|
$2,048
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
37
shares
|
$1,848
0.0% of portfolio
|
Q1 2024
Reduced 99.64%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
36
shares
|
$1,798
0.0% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
35
shares
|
$1,748
0.0% of portfolio
|
Q1 2025
Reduced 5.41%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
9
shares
|
$449
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Nov 06, 2025 Q3 2025 |
8
shares
|
$399
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
1
shares
|
$49
0.0% of portfolio
|
Q3 2025
New holding
|
|