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 418 institutions that hold shares in the stock, with a total of 70.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
12,236,493
shares
|
$595 Million
0.04% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
8,560,709
shares
|
$416 Million
0.19% of portfolio
|
Q3 2024
Added 12.17%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
4,721,133
shares
|
$230 Million
0.05% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
4,064,484
shares
|
$198 Million
0.04% of portfolio
|
Q3 2024
Added 11.99%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
2,688,626
shares
|
$131 Million
0.03% of portfolio
|
Q3 2024
Added 7.83%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,738,920
shares
|
$84.6 Million
0.12% of portfolio
|
Q3 2024
Reduced 13.55%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,361,451
shares
|
$66.2 Million
0.01% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
1,049,063
shares
|
$51 Million
0.05% of portfolio
|
Q3 2024
Reduced 12.47%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
984,682
shares
|
$47.9 Million
0.11% of portfolio
|
Q3 2024
Added 4.73%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
974,327
shares
|
$47.4 Million
0.02% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
857,317
shares
|
$41.7 Million
3.6% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
809,835
shares
|
$39.4 Million
0.02% of portfolio
|
Q3 2024
Added 6.02%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
753,068
shares
|
$36.6 Million
1.1% of portfolio
|
Q3 2024
Added 6.95%
|
|
|
Gradient Investments LLC
|
Oct 15, 2024 Q3 2024 |
726,399
shares
|
$35.3 Million
0.95% of portfolio
|
Q3 2024
Added 11312.4%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
704,891
shares
|
$34.3 Million
1.77% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
655,267
shares
|
$31.9 Million
3.33% of portfolio
|
Q3 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
628,005
shares
|
$30.5 Million
0.05% of portfolio
|
Q3 2024
Reduced 7.78%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
623,166
shares
|
$30.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 10.76%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
604,729
shares
|
$29.4 Million
0.03% of portfolio
|
Q3 2024
Reduced 30.27%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
583,568
shares
|
$28.4 Million
0.07% of portfolio
|
Q3 2024
Reduced 7.71%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
488,969
shares
|
$23.8 Million
1.26% of portfolio
|
Q3 2024
Added 4.97%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
472,500
shares
|
$23 Million
0.39% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Petix & Botte CO
|
Oct 18, 2024 Q3 2024 |
458,366
shares
|
$22.3 Million
6.05% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
456,916
shares
|
$22.2 Million
0.59% of portfolio
|
Q3 2024
Added 32.26%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
454,034
shares
|
$22.1 Million
0.08% of portfolio
|
Q3 2024
Added 0.96%
|