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 445 institutions that hold shares in the stock, with a total of 78.3 Million shares, which have been reported (via 13F filing form) to have a value of $3.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
90,512
shares
|
$4.45 Million
0.27% of portfolio
|
Q4 2024
Reduced 21.57%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
86,876
shares
|
$4.27 Million
0.13% of portfolio
|
Q4 2024
Added 4.78%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 17, 2025 Q4 2024 |
84,257
shares
|
$4.14 Million
3.06% of portfolio
|
Q4 2024
Added 4.7%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
82,467
shares
|
$4.05 Million
0.06% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
79,913
shares
|
$3.93 Million
1.29% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
79,064
shares
|
$3.89 Million
0.06% of portfolio
|
Q4 2024
Added 13.3%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
77,243
shares
|
$3.8 Million
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
76,369
shares
|
$3.75 Million
0.58% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
76,300
shares
|
$3.75 Million
0.53% of portfolio
|
Q4 2024
Added 18.5%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Mar 07, 2025 Q4 2024 |
75,695
shares
|
$3.72 Million
1.19% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
71,232
shares
|
$3.5 Million
0.02% of portfolio
|
Q4 2024
Reduced 7.57%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
68,174
shares
|
$3.35 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
67,464
shares
|
$3.32 Million
0.0% of portfolio
|
Q4 2024
Added 909.34%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
67,179
shares
|
$3.3 Million
0.93% of portfolio
|
Q4 2024
Added 7.19%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
65,925
shares
|
$3.24 Million
2.22% of portfolio
|
Q4 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
65,388
shares
|
$3.21 Million
1.21% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
65,197
shares
|
$3.2 Million
0.13% of portfolio
|
Q2 2020
Reduced 67.02%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
63,669
shares
|
$3.13 Million
0.18% of portfolio
|
Q4 2024
Reduced 42.14%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
63,341
shares
|
$3.11 Million
0.05% of portfolio
|
Q2 2024
Reduced 3.15%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Jan 15, 2025 Q4 2024 |
62,452
shares
|
$3.07 Million
2.22% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
57,915
shares
|
$2.85 Million
0.04% of portfolio
|
Q4 2024
Added 51.0%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jan 31, 2025 Q4 2024 |
57,686
shares
|
$2.84 Million
0.68% of portfolio
|
Q4 2024
Reduced 4.16%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
57,567
shares
|
$2.83 Million
0.03% of portfolio
|
Q4 2024
Reduced 16.72%
|
|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
57,415
shares
|
$2.82 Million
1.82% of portfolio
|
Q4 2024
Reduced 60.36%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
57,400
shares
|
$2.82 Million
0.05% of portfolio
|
Q4 2024
Reduced 16.82%
|