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 443 institutions that hold shares in the stock, with a total of 78.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.82 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
12,070,111
shares
|
$590 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
9,269,354
shares
|
$453 Million
0.19% of portfolio
|
Q4 2024
Added 8.28%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
4,853,287
shares
|
$237 Million
0.05% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
4,153,572
shares
|
$203 Million
0.04% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
3,066,856
shares
|
$150 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
2,738,978
shares
|
$134 Million
0.03% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,738,920
shares
|
$84.9 Million
0.12% of portfolio
|
Q3 2024
Reduced 13.55%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
1,724,201
shares
|
$84.2 Million
0.18% of portfolio
|
Q4 2024
Added 75.1%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,249,046
shares
|
$61 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.26%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
1,054,514
shares
|
$51.5 Million
0.05% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
968,474
shares
|
$47.3 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
881,591
shares
|
$43.1 Million
3.51% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
822,928
shares
|
$40.2 Million
0.06% of portfolio
|
Q4 2024
Added 31.04%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
809,835
shares
|
$39.6 Million
0.02% of portfolio
|
Q3 2024
Added 6.02%
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
723,979
shares
|
$35.4 Million
3.64% of portfolio
|
Q4 2024
Added 10.49%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
705,499
shares
|
$34.5 Million
0.92% of portfolio
|
Q4 2024
Reduced 6.32%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
704,975
shares
|
$34.4 Million
1.9% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
702,464
shares
|
$34.3 Million
0.03% of portfolio
|
Q4 2024
Added 12.73%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
600,763
shares
|
$29.3 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
512,016
shares
|
$25 Million
0.05% of portfolio
|
Q4 2024
Added 31.64%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
494,421
shares
|
$24.1 Million
0.06% of portfolio
|
Q4 2024
Reduced 15.28%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
490,378
shares
|
$24 Million
0.57% of portfolio
|
Q4 2024
Added 7.32%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
487,162
shares
|
$23.8 Million
1.26% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
465,344
shares
|
$22.7 Million
0.38% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
455,210
shares
|
$22.2 Million
5.78% of portfolio
|
Q4 2024
Added 3.15%
|