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 452 institutions that hold shares in the stock, with a total of 82.1 Million shares, which have been reported (via 13F filing form) to have a value of $4.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
87,041
shares
|
$4.25 Million
0.0% of portfolio
|
Q1 2025
Added 37743.91%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
86,876
shares
|
$4.24 Million
0.13% of portfolio
|
Q4 2024
Added 4.78%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
86,264
shares
|
$4.21 Million
0.27% of portfolio
|
Q1 2025
Reduced 4.69%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
85,359
shares
|
$4.17 Million
0.54% of portfolio
|
Q1 2025
Added 10.51%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
81,709
shares
|
$3.99 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
80,355
shares
|
$3.93 Million
0.74% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
79,913
shares
|
$3.9 Million
1.29% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
79,776
shares
|
$3.9 Million
1.52% of portfolio
|
Q1 2025
Added 22.0%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
79,567
shares
|
$3.89 Million
0.56% of portfolio
|
Q1 2025
Added 4.28%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
77,533
shares
|
$3.79 Million
0.18% of portfolio
|
Q1 2025
Added 77.12%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
72,790
shares
|
$3.56 Million
0.03% of portfolio
|
Q1 2025
Added 6.77%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Apr 15, 2025 Q1 2025 |
71,921
shares
|
$3.51 Million
2.76% of portfolio
|
Q1 2025
Reduced 14.64%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
71,761
shares
|
$3.51 Million
1.04% of portfolio
|
Q1 2025
Added 6.82%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
71,232
shares
|
$3.48 Million
0.02% of portfolio
|
Q4 2024
Reduced 7.57%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
May 15, 2025 Q1 2025 |
69,331
shares
|
$3.39 Million
1.7% of portfolio
|
Q1 2025
Reduced 49.88%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
68,067
shares
|
$3.33 Million
0.11% of portfolio
|
Q1 2025
Added 34.34%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
May 15, 2025 Q1 2025 |
66,207
shares
|
$3.23 Million
3.44% of portfolio
|
Q1 2025
Added 64.31%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
65,197
shares
|
$3.19 Million
0.13% of portfolio
|
Q2 2020
Reduced 67.02%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
64,203
shares
|
$3.14 Million
0.01% of portfolio
|
Q1 2025
Reduced 97.97%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
63,341
shares
|
$3.09 Million
0.05% of portfolio
|
Q2 2024
Reduced 3.15%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
63,250
shares
|
$3.09 Million
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
May 12, 2025 Q1 2025 |
63,237
shares
|
$3.09 Million
2.28% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Apr 24, 2025 Q1 2025 |
62,744
shares
|
$3.07 Million
0.31% of portfolio
|
Q1 2025
Added 8.77%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
61,233
shares
|
$2.99 Million
0.22% of portfolio
|
Q1 2025
Reduced 3.83%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
60,694
shares
|
$2.97 Million
0.14% of portfolio
|
Q1 2025
New holding
|