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 458 institutions that hold shares in the stock, with a total of 81.5 Million shares, which have been reported (via 13F filing form) to have a value of $4.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
12,889,621
shares
|
$637 Million
0.05% of portfolio
|
Q1 2025
Added 6.79%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
9,249,695
shares
|
$457 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
5,084,447
shares
|
$251 Million
0.06% of portfolio
|
Q1 2025
Added 4.76%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
4,129,464
shares
|
$204 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
3,410,262
shares
|
$169 Million
0.07% of portfolio
|
Q1 2025
Added 11.2%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
2,610,301
shares
|
$129 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.7%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
1,841,616
shares
|
$91 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
|
$85.9 Million
0.12% of portfolio
|
Q3 2024
Reduced 13.55%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,381,737
shares
|
$68.3 Million
0.01% of portfolio
|
Q1 2025
Added 10.62%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
991,200
shares
|
$49 Million
3.87% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
989,871
shares
|
$48.9 Million
0.04% of portfolio
|
Q1 2025
Reduced 6.13%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
970,436
shares
|
$47.9 Million
0.01% of portfolio
|
Q2 2025
Added 4.52%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
945,768
shares
|
$46.7 Million
0.06% of portfolio
|
Q2 2025
Reduced 5.07%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
809,835
shares
|
$40 Million
0.02% of portfolio
|
Q3 2024
Added 6.02%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
796,139
shares
|
$39.3 Million
0.03% of portfolio
|
Q1 2025
Added 13.34%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
775,525
shares
|
$38.3 Million
0.74% of portfolio
|
Q2 2025
Added 4.51%
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
746,011
shares
|
$36.9 Million
3.75% of portfolio
|
Q1 2025
Added 3.04%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
736,493
shares
|
$36.4 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 |
May 12, 2025 Q1 2025 |
675,622
shares
|
$33.4 Million
0.08% of portfolio
|
Q4 2024
Reduced 29.21%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
633,192
shares
|
$31.3 Million
0.03% of portfolio
|
Q1 2025
Added 5.4%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
503,106
shares
|
$24.9 Million
1.21% of portfolio
|
Q2 2025
Reduced 5.47%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
497,094
shares
|
$24.6 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
469,605
shares
|
$23.2 Million
0.64% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
462,623
shares
|
$22.9 Million
7.1% of portfolio
|
Q1 2025
Added 1.63%
|