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 |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
604
shares
|
$30,236
0.0% of portfolio
|
Q2 2025
Added 113.43%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
583
shares
|
$29,184
0.0% of portfolio
|
Q3 2022
Reduced 31.01%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
578
shares
|
$28,934
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
577
shares
|
$28,884
0.03% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
570
shares
|
$28,534
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
525
shares
|
$26,281
0.01% of portfolio
|
Q3 2025
Added 24.7%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
500
shares
|
$25,030
0.04% of portfolio
|
Q3 2021
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
484
shares
|
$24,229
0.0% of portfolio
|
Q2 2025
Reduced 10.04%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
450
shares
|
$22,527
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
418
shares
|
$20,925
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
400
shares
|
$20,024
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
400
shares
|
$20,024
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
343
shares
|
$17,170
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
340
shares
|
$17,020
0.03% of portfolio
|
Q4 2021
Reduced 43.33%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
335
shares
|
$16,770
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
327
shares
|
$16,369
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
305
shares
|
$15,268
0.0% of portfolio
|
Q2 2025
Reduced 39.6%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
284
shares
|
$14,217
0.0% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
279
shares
|
$13,966
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
255
shares
|
$12,765
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
250
shares
|
$12,515
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
238
shares
|
$11,914
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
207
shares
|
$10,362
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
122
shares
|
$6,107
0.0% of portfolio
|
Q3 2025
Reduced 45.29%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
116
shares
|
$5,806
0.0% of portfolio
|
Q2 2025
Added 0.87%
|