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 462 institutions that hold shares in the stock, with a total of 85.1 Million shares, which have been reported (via 13F filing form) to have a value of $4.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
13,443,257
shares
|
$666 Million
0.04% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
10,542,980
shares
|
$522 Million
0.18% of portfolio
|
Q2 2025
Added 13.98%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
5,180,190
shares
|
$257 Million
0.05% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
4,963,965
shares
|
$246 Million
0.04% of portfolio
|
Q2 2025
Added 20.21%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
3,595,511
shares
|
$178 Million
0.06% of portfolio
|
Q2 2025
Added 5.43%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
2,545,708
shares
|
$126 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
1,841,616
shares
|
$91.2 Million
0.16% of portfolio
|
Q2 2025
Added 7.52%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,738,920
shares
|
$86.1 Million
0.12% of portfolio
|
Q3 2024
Reduced 13.55%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,630,521
shares
|
$80.8 Million
0.01% of portfolio
|
Q2 2025
Added 18.01%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
1,103,235
shares
|
$54.7 Million
0.05% of portfolio
|
Q2 2025
Added 11.45%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
991,200
shares
|
$49.1 Million
3.87% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
970,436
shares
|
$48.1 Million
0.01% of portfolio
|
Q2 2025
Added 4.52%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
945,768
shares
|
$46.9 Million
0.06% of portfolio
|
Q2 2025
Reduced 5.07%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
833,495
shares
|
$41.3 Million
0.03% of portfolio
|
Q2 2025
Added 4.69%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
809,835
shares
|
$40.1 Million
0.02% of portfolio
|
Q3 2024
Added 6.02%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
775,525
shares
|
$38.4 Million
0.74% of portfolio
|
Q2 2025
Added 4.51%
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
755,493
shares
|
$37.4 Million
3.73% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
736,493
shares
|
$36.5 Million
1.9% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
697,393
shares
|
$34.5 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
619,264
shares
|
$30.7 Million
0.07% of portfolio
|
Q2 2025
Reduced 8.34%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
549,755
shares
|
$27.2 Million
0.03% of portfolio
|
Q2 2025
Reduced 13.18%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
506,206
shares
|
$25.1 Million
0.05% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
503,106
shares
|
$24.9 Million
1.21% of portfolio
|
Q2 2025
Reduced 5.47%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
469,605
shares
|
$23.3 Million
0.64% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
453,087
shares
|
$22.4 Million
1.92% of portfolio
|
Q2 2025
Added 4.02%
|