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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
202,635
shares
|
$10.1 Million
0.24% of portfolio
|
Q3 2025
Added 116.04%
|
|
|
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%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Nov 03, 2025 Q3 2025 |
196,199
shares
|
$9.8 Million
3.11% of portfolio
|
Q3 2025
Added 75.35%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
195,228
shares
|
$9.75 Million
0.83% of portfolio
|
Q3 2022
Reduced 5.75%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
192,509
shares
|
$9.62 Million
4.61% of portfolio
|
Q3 2025
Added 8.9%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
191,951
shares
|
$9.59 Million
0.04% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
191,888
shares
|
$9.59 Million
3.66% of portfolio
|
Q3 2023
Reduced 3.11%
|
|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
188,014
shares
|
$9.39 Million
1.11% of portfolio
|
Q3 2025
Added 19.92%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
187,019
shares
|
$9.34 Million
0.29% of portfolio
|
Q3 2025
Added 8.69%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
181,713
shares
|
$9.08 Million
0.16% of portfolio
|
Q3 2025
Reduced 3.64%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
173,032
shares
|
$8.64 Million
2.96% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
169,790
shares
|
$8.48 Million
0.01% of portfolio
|
Q3 2025
Reduced 32.3%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 07, 2026 Q4 2025 |
167,591
shares
|
$8.37 Million
1.41% of portfolio
|
Q4 2025
Added 9.27%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
159,628
shares
|
$7.98 Million
3.39% of portfolio
|
Q1 2024
Added 1.02%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
158,767
shares
|
$7.93 Million
4.95% of portfolio
|
Q1 2023
Reduced 4.56%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
157,126
shares
|
$7.85 Million
0.94% of portfolio
|
Q3 2025
Added 103.82%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
155,966
shares
|
$7.79 Million
1.23% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
151,101
shares
|
$7.55 Million
0.2% of portfolio
|
Q3 2025
Added 17.93%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
150,764
shares
|
$7.53 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
148,934
shares
|
$7.44 Million
0.0% of portfolio
|
Q3 2025
Added 11.29%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Nov 03, 2025 Q3 2025 |
144,149
shares
|
$7.2 Million
5.96% of portfolio
|
Q3 2025
Added 39.6%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
140,857
shares
|
$7.04 Million
0.29% of portfolio
|
Q3 2022
Added 5.22%
|
|
|
Edge Rock Capital LLC
|
Oct 28, 2025 Q3 2025 |
140,787
shares
|
$7.03 Million
2.6% of portfolio
|
Q3 2025
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
140,391
shares
|
$7.01 Million
0.66% of portfolio
|
Q3 2025
Added 13.94%
|
|