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 |
|---|---|---|---|---|---|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
488,069
shares
|
$24.4 Million
1.13% of portfolio
|
Q3 2025
Reduced 2.99%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
483,600
shares
|
$24.2 Million
0.6% of portfolio
|
Q3 2025
Added 2.98%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
450,878
shares
|
$22.5 Million
0.4% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
449,405
shares
|
$22.5 Million
1.63% of portfolio
|
Q3 2025
New holding
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
434,141
shares
|
$21.7 Million
0.3% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
431,911
shares
|
$21.6 Million
0.04% of portfolio
|
Q3 2025
Added 6.09%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
424,638
shares
|
$21.2 Million
2.72% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
420,909
shares
|
$21 Million
4.53% of portfolio
|
Q3 2025
Reduced 6.1%
|
|
|
Searcy Financial Services Inc
|
Oct 06, 2025 Q3 2025 |
407,431
shares
|
$20.4 Million
7.71% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
384,407
shares
|
$19.2 Million
0.13% of portfolio
|
Q3 2025
Added 6.44%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
366,056
shares
|
$18.3 Million
0.18% of portfolio
|
Q3 2025
Added 12.52%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
350,126
shares
|
$17.5 Million
1.05% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
349,036
shares
|
$17.4 Million
0.23% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
343,112
shares
|
$17.1 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
340,384
shares
|
$17 Million
2.77% of portfolio
|
Q3 2025
Added 10.68%
|
|
|
American Financial Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
337,449
shares
|
$16.9 Million
2.27% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Tl Private Wealth
|
Oct 14, 2025 Q3 2025 |
328,364
shares
|
$16.4 Million
6.52% of portfolio
|
Q3 2025
Added 10.01%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 10, 2025 Q3 2025 |
326,769
shares
|
$16.3 Million
0.57% of portfolio
|
Q3 2025
Added 6.74%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
321,449
shares
|
$16.1 Million
0.09% of portfolio
|
Q2 2025
Added 5.93%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
316,895
shares
|
$15.8 Million
0.22% of portfolio
|
Q3 2025
Reduced 4.85%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 09, 2025 Q3 2025 |
309,533
shares
|
$15.5 Million
2.37% of portfolio
|
Q3 2025
Reduced 16.12%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
307,790
shares
|
$15.4 Million
0.41% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
306,104
shares
|
$15.3 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Oct 27, 2025 Q3 2025 |
306,094
shares
|
$15.3 Million
0.75% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
306,016
shares
|
$15.3 Million
1.41% of portfolio
|
Q3 2025
Reduced 1.51%
|
|