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 |
|---|---|---|---|---|---|
|
Petix & Botte CO
|
Aug 08, 2025 Q2 2025 |
277,213
shares
|
$13.9 Million
3.47% of portfolio
|
Q2 2025
Reduced 6.1%
|
|
|
Prism Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
276,508
shares
|
$13.8 Million
4.05% of portfolio
|
Q3 2025
Added 5.05%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
270,686
shares
|
$13.6 Million
2.95% of portfolio
|
Q3 2025
Added 8.65%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
269,441
shares
|
$13.5 Million
0.02% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
265,854
shares
|
$13.3 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
261,446
shares
|
$13.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
261,445
shares
|
$13.1 Million
0.07% of portfolio
|
Q2 2025
Reduced 44.96%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
255,496
shares
|
$12.8 Million
2.65% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
252,052
shares
|
$12.6 Million
0.03% of portfolio
|
Q2 2025
Added 11.44%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
250,800
shares
|
$12.6 Million
0.02% of portfolio
|
Q2 2025
Reduced 22.64%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
249,853
shares
|
$12.5 Million
0.03% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
247,518
shares
|
$12.4 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
246,936
shares
|
$12.4 Million
1.68% of portfolio
|
Q3 2024
Reduced 9.53%
|
|
|
Weitzel Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
242,730
shares
|
$12.2 Million
4.88% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
240,724
shares
|
$12.1 Million
2.05% of portfolio
|
Q3 2025
Added 23.59%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
234,894
shares
|
$11.8 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
228,730
shares
|
$11.5 Million
2.53% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
224,226
shares
|
$11.2 Million
0.34% of portfolio
|
Q2 2025
Added 32.41%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
221,383
shares
|
$11.1 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
216,021
shares
|
$10.8 Million
5.12% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
206,962
shares
|
$10.4 Million
0.03% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
First International Bank & Trust
Watford City, ND |
Oct 07, 2025 Q3 2025 |
205,968
shares
|
$10.3 Million
3.57% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
201,857
shares
|
$10.1 Million
1.28% of portfolio
|
Q3 2025
Added 14.95%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jul 08, 2025 Q2 2025 |
199,464
shares
|
$9.99 Million
4.66% of portfolio
|
Q2 2025
Reduced 5.63%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
196,329
shares
|
$9.83 Million
0.0% of portfolio
|
Q2 2025
New holding
|