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 |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
60,565
shares
|
$3.03 Million
0.35% of portfolio
|
Q2 2025
Added 43.95%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
59,286
shares
|
$2.97 Million
0.39% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
55,798
shares
|
$2.79 Million
0.58% of portfolio
|
Q3 2025
Added 31.02%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
54,953
shares
|
$2.75 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
54,529
shares
|
$2.73 Million
0.02% of portfolio
|
Q2 2025
Added 52.66%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Jul 25, 2025 Q2 2025 |
54,223
shares
|
$2.71 Million
1.68% of portfolio
|
Q2 2025
Added 12.27%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
54,206
shares
|
$2.71 Million
0.36% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Aps Management Group, Inc.
Torrance, CA |
Oct 22, 2025 Q3 2025 |
53,830
shares
|
$2.69 Million
2.37% of portfolio
|
Q3 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
53,330
shares
|
$2.67 Million
0.12% of portfolio
|
Q2 2025
Added 7.2%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
52,965
shares
|
$2.65 Million
0.02% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
52,832
shares
|
$2.64 Million
0.06% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
Aug 12, 2025 Q2 2025 |
52,797
shares
|
$2.64 Million
2.4% of portfolio
|
Q2 2025
Added 7.08%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
51,739
shares
|
$2.59 Million
0.06% of portfolio
|
Q2 2025
Reduced 54.36%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
50,749
shares
|
$2.54 Million
1.03% of portfolio
|
Q3 2025
Added 4.95%
|
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2025 Q2 2025 |
50,668
shares
|
$2.54 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
49,638
shares
|
$2.48 Million
0.17% of portfolio
|
Q3 2025
Added 7.67%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
49,077
shares
|
$2.46 Million
0.46% of portfolio
|
Q2 2025
Added 15.95%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
49,043
shares
|
$2.46 Million
0.23% of portfolio
|
Q4 2022
Added 1.91%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
48,529
shares
|
$2.43 Million
0.89% of portfolio
|
Q3 2024
Added 99.53%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
48,119
shares
|
$2.41 Million
0.07% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
47,220
shares
|
$2.36 Million
1.72% of portfolio
|
Q4 2024
Added 35.45%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
46,952
shares
|
$2.35 Million
0.04% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
46,945
shares
|
$2.35 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
46,587
shares
|
$2.33 Million
0.67% of portfolio
|
Q2 2025
Added 81.26%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
46,536
shares
|
$2.33 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.44%
|