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 455 institutions that hold shares in the stock, with a total of 89.9 Million shares, which have been reported (via 13F filing form) to have a value of $4.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
13,811,856
shares
|
$690 Million
0.04% of portfolio
|
Q3 2025
Added 2.74%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
11,610,612
shares
|
$580 Million
0.18% of portfolio
|
Q3 2025
Added 10.13%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
5,434,394
shares
|
$272 Million
0.05% of portfolio
|
Q3 2025
Added 4.91%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
4,630,152
shares
|
$231 Million
0.04% of portfolio
|
Q3 2025
Reduced 6.72%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
3,810,418
shares
|
$190 Million
0.06% of portfolio
|
Q3 2025
Added 5.98%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
2,670,655
shares
|
$133 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
2,441,290
shares
|
$122 Million
0.15% of portfolio
|
Q3 2025
Added 32.56%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,877,318
shares
|
$93.8 Million
0.01% of portfolio
|
Q3 2025
Added 15.14%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,738,920
shares
|
$86.9 Million
0.12% of portfolio
|
Q3 2024
Reduced 13.55%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
1,232,615
shares
|
$61.6 Million
0.05% of portfolio
|
Q3 2025
Added 11.73%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
1,024,084
shares
|
$51.2 Million
0.07% of portfolio
|
Q3 2025
Added 8.28%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
1,011,741
shares
|
$50.5 Million
3.7% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
1,010,238
shares
|
$50.5 Million
0.02% of portfolio
|
Q3 2025
Added 4.1%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
872,694
shares
|
$43.6 Million
0.06% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
858,092
shares
|
$42.9 Million
0.03% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
824,883
shares
|
$41.2 Million
0.7% of portfolio
|
Q3 2025
Added 6.36%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
809,835
shares
|
$40.5 Million
0.02% of portfolio
|
Q3 2024
Added 6.02%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
806,953
shares
|
$40.3 Million
3.76% of portfolio
|
Q3 2025
Added 6.81%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
768,104
shares
|
$38.4 Million
1.91% of portfolio
|
Q3 2025
Added 4.29%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
744,453
shares
|
$37.2 Million
0.04% of portfolio
|
Q3 2025
Added 6.75%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
709,927
shares
|
$35.5 Million
0.03% of portfolio
|
Q3 2025
Added 29.14%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
605,360
shares
|
$30.2 Million
0.64% of portfolio
|
Q3 2025
Added 66.67%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
540,732
shares
|
$27 Million
0.05% of portfolio
|
Q3 2025
Added 6.82%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
536,250
shares
|
$26.8 Million
0.07% of portfolio
|
Q3 2025
Added 20.32%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Oct 24, 2025 Q3 2025 |
490,043
shares
|
$24.5 Million
1.89% of portfolio
|
Q3 2025
Added 8.16%
|
|