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 |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
297,522
shares
|
$14.9 Million
0.03% of portfolio
|
Q3 2025
Added 18.04%
|
|
|
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%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
286,339
shares
|
$14.3 Million
0.08% of portfolio
|
Q3 2025
Added 9.52%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
279,390
shares
|
$14 Million
0.17% of portfolio
|
Q3 2025
Added 5.09%
|
|
|
Prism Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
276,508
shares
|
$13.8 Million
4.05% of portfolio
|
Q3 2025
Added 5.05%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
274,186
shares
|
$13.7 Million
0.38% of portfolio
|
Q3 2025
Added 22.28%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
270,686
shares
|
$13.5 Million
2.95% of portfolio
|
Q3 2025
Added 8.65%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
266,390
shares
|
$13.3 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Petix & Botte CO
|
Nov 21, 2025 Q3 2025 |
260,771
shares
|
$13 Million
3.11% of portfolio
|
Q3 2025
Reduced 5.93%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
255,496
shares
|
$12.8 Million
2.65% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
254,668
shares
|
$12.7 Million
0.03% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
247,378
shares
|
$12.4 Million
0.01% of portfolio
|
Q3 2025
Added 62.01%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
246,936
shares
|
$12.3 Million
1.68% of portfolio
|
Q3 2024
Reduced 9.53%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
246,848
shares
|
$12.3 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.58%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
246,566
shares
|
$12.3 Million
0.06% of portfolio
|
Q3 2025
Added 4.97%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
245,931
shares
|
$12.3 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Weitzel Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
242,730
shares
|
$12.1 Million
4.88% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
240,724
shares
|
$12 Million
2.05% of portfolio
|
Q3 2025
Added 23.59%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
228,806
shares
|
$11.4 Million
0.07% of portfolio
|
Q3 2025
Added 54.12%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
228,730
shares
|
$11.4 Million
2.53% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
223,918
shares
|
$11.2 Million
4.97% of portfolio
|
Q3 2025
Added 12.26%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
218,938
shares
|
$10.9 Million
0.03% of portfolio
|
Q3 2025
Added 5.79%
|
|
|
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%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
215,506
shares
|
$10.8 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
211,785
shares
|
$10.6 Million
0.0% of portfolio
|
Q3 2025
Added 7.87%
|
|