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 454 institutions that hold shares in the stock, with a total of 89.8 Million shares, which have been reported (via 13F filing form) to have a value of $4.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Nov 14, 2025 Q3 2025 |
30,022
shares
|
$1.5 Million
0.53% of portfolio
|
Q3 2025
Added 80.47%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Oct 21, 2025 Q3 2025 |
29,704
shares
|
$1.48 Million
1.13% of portfolio
|
Q3 2025
Added 4.08%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
29,511
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.51%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 20, 2025 Q3 2025 |
29,404
shares
|
$1.47 Million
0.73% of portfolio
|
Q3 2025
Added 59.74%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
28,990
shares
|
$1.45 Million
0.1% of portfolio
|
Q3 2025
Added 4.43%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
28,670
shares
|
$1.43 Million
0.03% of portfolio
|
Q3 2025
Added 5.82%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
28,468
shares
|
$1.42 Million
0.02% of portfolio
|
Q3 2025
Reduced 11.87%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Nov 07, 2025 Q3 2025 |
28,401
shares
|
$1.42 Million
0.22% of portfolio
|
Q3 2025
Added 8.7%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
28,303
shares
|
$1.41 Million
0.3% of portfolio
|
Q3 2025
Added 14.32%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
27,613
shares
|
$1.38 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.16%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
27,300
shares
|
$1.36 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
27,043
shares
|
$1.35 Million
0.04% of portfolio
|
Q3 2025
Reduced 29.24%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
25,624
shares
|
$1.28 Million
0.11% of portfolio
|
Q3 2025
Reduced 4.52%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
25,487
shares
|
$1.27 Million
0.38% of portfolio
|
Q3 2025
Reduced 4.13%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
25,317
shares
|
$1.26 Million
0.07% of portfolio
|
Q3 2025
Added 31.91%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
24,673
shares
|
$1.23 Million
0.42% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 27, 2025 Q3 2025 |
24,480
shares
|
$1.22 Million
0.37% of portfolio
|
Q3 2025
Reduced 13.69%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
24,429
shares
|
$1.22 Million
0.03% of portfolio
|
Q3 2025
Added 2.72%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
24,277
shares
|
$1.21 Million
0.85% of portfolio
|
Q3 2024
Reduced 18.58%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
23,403
shares
|
$1.17 Million
0.48% of portfolio
|
Q3 2025
Added 9.87%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
23,253
shares
|
$1.16 Million
0.08% of portfolio
|
Q3 2025
Added 33.06%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
22,289
shares
|
$1.11 Million
4.79% of portfolio
|
Q3 2025
Reduced 42.97%
|
|
|
Helium Advisors LLC
Everett, WA |
Nov 13, 2025 Q3 2025 |
21,954
shares
|
$1.1 Million
0.91% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
21,815
shares
|
$1.09 Million
0.26% of portfolio
|
Q3 2025
Reduced 69.85%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
21,627
shares
|
$1.08 Million
0.5% of portfolio
|
Q3 2025
Added 5.97%
|
|