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 |
|---|---|---|---|---|---|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
130,703
shares
|
$6.54 Million
0.7% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
128,132
shares
|
$6.41 Million
0.22% of portfolio
|
Q2 2025
Added 6.07%
|
|
|
Centennial Wealth Advisory LLC
|
Oct 22, 2025 Q3 2025 |
126,788
shares
|
$6.35 Million
1.96% of portfolio
|
Q3 2025
Added 53.06%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
Aug 12, 2025 Q2 2025 |
126,722
shares
|
$6.34 Million
5.31% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
126,516
shares
|
$6.33 Million
0.09% of portfolio
|
Q2 2025
Reduced 7.11%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
123,211
shares
|
$6.17 Million
0.63% of portfolio
|
Q2 2025
Reduced 36.68%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Oct 08, 2025 Q3 2025 |
121,927
shares
|
$6.1 Million
2.55% of portfolio
|
Q3 2025
Added 3.64%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
121,814
shares
|
$6.1 Million
0.14% of portfolio
|
Q2 2025
Reduced 28.8%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
120,612
shares
|
$6.04 Million
0.49% of portfolio
|
Q3 2025
Added 16.44%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
115,777
shares
|
$5.8 Million
1.9% of portfolio
|
Q2 2025
Added 3.58%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Jul 15, 2025 Q2 2025 |
115,343
shares
|
$5.77 Million
3.15% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
115,143
shares
|
$5.76 Million
0.08% of portfolio
|
Q2 2025
Reduced 17.06%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
113,939
shares
|
$5.7 Million
0.55% of portfolio
|
Q2 2025
Reduced 13.46%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
111,893
shares
|
$5.6 Million
1.68% of portfolio
|
Q2 2025
Added 13.53%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
108,503
shares
|
$5.43 Million
0.06% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Aug 07, 2025 Q2 2025 |
105,213
shares
|
$5.27 Million
2.0% of portfolio
|
Q2 2025
Added 7.26%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
104,881
shares
|
$5.25 Million
0.16% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Jul 23, 2025 Q2 2025 |
103,255
shares
|
$5.17 Million
4.26% of portfolio
|
Q2 2025
Reduced 42.29%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
101,800
shares
|
$5.1 Million
0.77% of portfolio
|
Q2 2025
Added 68.63%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
100,919
shares
|
$5.05 Million
0.01% of portfolio
|
Q2 2025
Added 8.16%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
99,346
shares
|
$4.97 Million
0.19% of portfolio
|
Q3 2025
Added 16.61%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
94,601
shares
|
$4.74 Million
1.02% of portfolio
|
Q3 2022
Reduced 2.79%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
93,815
shares
|
$4.7 Million
0.15% of portfolio
|
Q2 2025
Reduced 33.91%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
93,797
shares
|
$4.7 Million
0.12% of portfolio
|
Q2 2025
Reduced 40.17%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
93,437
shares
|
$4.68 Million
0.14% of portfolio
|
Q2 2025
New holding
|