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 |
|---|---|---|---|---|---|
|
Abbot Financial Management, Inc.
North Andover, MA |
May 07, 2025 Q1 2025 |
28,918
shares
|
$1.41 Million
0.75% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
28,804
shares
|
$1.41 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.91%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Apr 17, 2025 Q1 2025 |
28,654
shares
|
$1.4 Million
0.5% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
May 01, 2025 Q1 2025 |
28,595
shares
|
$1.4 Million
1.22% of portfolio
|
Q1 2025
Reduced 33.55%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
27,802
shares
|
$1.36 Million
0.11% of portfolio
|
Q1 2025
Reduced 5.89%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
27,147
shares
|
$1.33 Million
0.04% of portfolio
|
Q1 2025
Reduced 79.1%
|
|
|
Columbia Advisory Partners LLC
|
Apr 15, 2025 Q1 2025 |
27,062
shares
|
$1.32 Million
1.33% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
27,040
shares
|
$1.32 Million
0.11% of portfolio
|
Q1 2025
Reduced 12.26%
|
|
|
Country Club Bank
|
Apr 30, 2025 Q1 2025 |
26,983
shares
|
$1.32 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
26,840
shares
|
$1.31 Million
0.54% of portfolio
|
Q1 2025
Reduced 73.19%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
26,184
shares
|
$1.28 Million
0.24% of portfolio
|
Q1 2025
Reduced 4.07%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
25,702
shares
|
$1.26 Million
0.42% of portfolio
|
Q1 2025
Added 176.04%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
May 06, 2025 Q1 2025 |
25,642
shares
|
$1.25 Million
0.48% of portfolio
|
Q1 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
25,241
shares
|
$1.23 Million
0.04% of portfolio
|
Q1 2025
Added 40.71%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
24,670
shares
|
$1.21 Million
0.52% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
24,437
shares
|
$1.19 Million
0.6% of portfolio
|
Q1 2025
Reduced 6.78%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
24,277
shares
|
$1.19 Million
0.85% of portfolio
|
Q3 2024
Reduced 18.58%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
23,556
shares
|
$1.15 Million
0.12% of portfolio
|
Q1 2025
Reduced 7.0%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
22,569
shares
|
$1.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.25%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
22,111
shares
|
$1.08 Million
0.03% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Helium Advisors LLC
Everett, WA |
May 08, 2025 Q1 2025 |
21,906
shares
|
$1.07 Million
0.78% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
May 13, 2025 Q1 2025 |
21,836
shares
|
$1.07 Million
0.88% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
21,589
shares
|
$1.05 Million
0.24% of portfolio
|
Q1 2025
Added 7.06%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
21,151
shares
|
$1.03 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
19,882
shares
|
$971,434
0.02% of portfolio
|
Q1 2025
Added 14.76%
|