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 |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
45,424
shares
|
$2.27 Million
0.05% of portfolio
|
Q3 2025
Added 18.15%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
45,330
shares
|
$2.27 Million
0.02% of portfolio
|
Q2 2025
Reduced 19.21%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
44,411
shares
|
$2.22 Million
0.39% of portfolio
|
Q3 2025
New holding
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
43,810
shares
|
$2.19 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.68%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
43,358
shares
|
$2.17 Million
0.13% of portfolio
|
Q4 2024
Reduced 3.95%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
42,372
shares
|
$2.12 Million
0.02% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
42,169
shares
|
$2.11 Million
0.13% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
41,544
shares
|
$2.08 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
41,085
shares
|
$2.06 Million
0.44% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
40,681
shares
|
$2.04 Million
1.68% of portfolio
|
Q2 2025
Reduced 28.09%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
40,566
shares
|
$2.03 Million
0.19% of portfolio
|
Q2 2023
Reduced 2.97%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jul 15, 2025 Q2 2025 |
40,555
shares
|
$2.03 Million
1.35% of portfolio
|
Q2 2025
Added 18.33%
|
|
|
Cottonwood Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
40,492
shares
|
$2.03 Million
1.6% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Oct 14, 2025 Q3 2025 |
39,614
shares
|
$1.98 Million
3.48% of portfolio
|
Q3 2025
Reduced 6.44%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
39,084
shares
|
$1.96 Million
1.39% of portfolio
|
Q2 2025
Reduced 22.23%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
38,220
shares
|
$1.91 Million
0.07% of portfolio
|
Q2 2025
Reduced 7.42%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jul 17, 2025 Q2 2025 |
38,148
shares
|
$1.91 Million
0.99% of portfolio
|
Q2 2025
Reduced 14.96%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
37,911
shares
|
$1.9 Million
0.44% of portfolio
|
Q1 2024
Added 0.33%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Aug 14, 2025 Q2 2025 |
37,789
shares
|
$1.89 Million
0.88% of portfolio
|
Q2 2025
Added 30.68%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
37,568
shares
|
$1.88 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 22, 2025 Q3 2025 |
37,523
shares
|
$1.88 Million
0.49% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 15, 2025 Q3 2025 |
37,073
shares
|
$1.86 Million
0.74% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
35,852
shares
|
$1.79 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cypress Capital Group
|
Jul 25, 2025 Q2 2025 |
35,550
shares
|
$1.78 Million
0.22% of portfolio
|
Q2 2025
Added 10.22%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
Aug 04, 2025 Q2 2025 |
34,211
shares
|
$1.71 Million
1.15% of portfolio
|
Q1 2025
Added 6.5%
|