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 85.8 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 |
|---|---|---|---|---|---|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
448,261
shares
|
$22.4 Million
5.49% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
445,675
shares
|
$22.3 Million
0.07% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
443,337
shares
|
$22.2 Million
0.43% of portfolio
|
Q2 2025
Reduced 13.65%
|
|
|
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
|
$21.3 Million
2.72% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Searcy Financial Services Inc
|
Oct 06, 2025 Q3 2025 |
407,431
shares
|
$20.4 Million
7.71% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
363,206
shares
|
$18.2 Million
0.29% of portfolio
|
Q2 2025
Added 104.02%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
361,143
shares
|
$18.1 Million
0.14% of portfolio
|
Q2 2025
Added 92.47%
|
|
|
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
|
Jul 29, 2025 Q2 2025 |
344,472
shares
|
$17.2 Million
0.24% of portfolio
|
Q2 2025
Reduced 7.29%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
343,112
shares
|
$17.2 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
341,217
shares
|
$17.1 Million
2.47% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
333,039
shares
|
$16.7 Million
0.25% of portfolio
|
Q2 2025
Added 8.14%
|
|
|
Tl Private Wealth
|
Oct 14, 2025 Q3 2025 |
328,364
shares
|
$16.4 Million
6.52% of portfolio
|
Q3 2025
Added 10.01%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
325,317
shares
|
$16.3 Million
0.17% of portfolio
|
Q2 2025
Added 4.55%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
321,449
shares
|
$16.1 Million
0.09% of portfolio
|
Q2 2025
Added 5.93%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
310,700
shares
|
$15.6 Million
1.47% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
309,900
shares
|
$15.5 Million
0.08% of portfolio
|
Q2 2025
Added 7.08%
|
|
|
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%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
307,531
shares
|
$15.4 Million
2.86% of portfolio
|
Q2 2025
Added 10.21%
|
|
|
Clifford Swan Investment Counsel LLC
|
Jul 30, 2025 Q2 2025 |
306,127
shares
|
$15.3 Million
0.56% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Aug 05, 2025 Q2 2025 |
299,341
shares
|
$15 Million
0.76% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Oct 10, 2025 Q3 2025 |
293,912
shares
|
$14.7 Million
3.33% of portfolio
|
Q3 2025
Reduced 5.88%
|