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 459 institutions that hold shares in the stock, with a total of 82.1 Million shares, which have been reported (via 13F filing form) to have a value of $4.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Anderson Financial Strategies, LLC
Dayton, OH |
May 28, 2025 Q1 2025 |
400
shares
|
$19,708
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
400
shares
|
$19,708
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
343
shares
|
$16,899
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
340
shares
|
$16,751
0.03% of portfolio
|
Q4 2021
Reduced 43.33%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
335
shares
|
$16,505
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
284
shares
|
$13,992
0.0% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
283
shares
|
$13,943
0.0% of portfolio
|
Q1 2025
Reduced 53.07%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
279
shares
|
$13,746
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
262
shares
|
$12,908
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
260
shares
|
$12,810
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
255
shares
|
$12,563
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
238
shares
|
$11,726
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
223
shares
|
$10,987
0.0% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
207
shares
|
$10,198
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
200
shares
|
$9,854
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
131
shares
|
$6,454
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
115
shares
|
$5,666
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
106
shares
|
$5,222
0.0% of portfolio
|
Q4 2024
Reduced 5.36%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
103
shares
|
$5,074
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
77
shares
|
$3,793
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
May 02, 2025 Q1 2025 |
72
shares
|
$3,547
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
57
shares
|
$2,808
0.0% of portfolio
|
Q4 2024
Reduced 8.06%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
56
shares
|
$2,759
0.0% of portfolio
|
Q4 2022
Reduced 91.41%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
56
shares
|
$2,759
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
37
shares
|
$1,822
0.0% of portfolio
|
Q1 2024
Reduced 99.64%
|