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 82.1 Million shares, which have been reported (via 13F filing form) to have a value of $4.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gentry Private Wealth, LLC
Wichita, KS |
May 13, 2025 Q1 2025 |
21,836
shares
|
$1.08 Million
0.88% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
21,589
shares
|
$1.06 Million
0.24% of portfolio
|
Q1 2025
Added 7.06%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
21,151
shares
|
$1.04 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Insight Inv LLC
El Segundo, CA |
Apr 25, 2025 Q1 2025 |
19,370
shares
|
$954,359
0.34% of portfolio
|
Q1 2025
Added 120.99%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
19,241
shares
|
$948,004
0.13% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
May 15, 2025 Q1 2025 |
19,196
shares
|
$945,786
0.77% of portfolio
|
Q1 2025
Added 34.49%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
19,029
shares
|
$937,558
0.05% of portfolio
|
Q1 2025
Reduced 7.65%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
May 12, 2025 Q1 2025 |
18,778
shares
|
$925,192
0.54% of portfolio
|
Q1 2025
Reduced 27.14%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
18,690
shares
|
$920,856
0.02% of portfolio
|
Q4 2024
Added 26.16%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
18,383
shares
|
$905,730
0.04% of portfolio
|
Q1 2025
Added 12.35%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
18,369
shares
|
$905,040
0.06% of portfolio
|
Q1 2025
Added 5.87%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Apr 17, 2025 Q1 2025 |
17,990
shares
|
$886,367
0.25% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
17,875
shares
|
$880,701
0.07% of portfolio
|
Q1 2025
Added 91.75%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
17,832
shares
|
$878,582
0.08% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
17,801
shares
|
$877,055
0.26% of portfolio
|
Q1 2025
Added 14.28%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
17,660
shares
|
$870,108
0.0% of portfolio
|
Q1 2025
Added 67.39%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
17,580
shares
|
$866,166
0.39% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Chris Bulman Inc
Roseville, CA |
Apr 15, 2025 Q1 2025 |
17,569
shares
|
$865,624
0.55% of portfolio
|
Q1 2025
Added 46.03%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Apr 16, 2025 Q1 2025 |
16,812
shares
|
$828,327
0.68% of portfolio
|
Q1 2025
Added 22.12%
|
|
|
Strong Box Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
16,475
shares
|
$811,723
0.32% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Divergent Planning, LLC
|
Jul 09, 2025 Q2 2025 |
16,475
shares
|
$811,723
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Jun 02, 2025 Q1 2025 |
16,396
shares
|
$807,830
0.59% of portfolio
|
Q1 2025
Reduced 7.61%
|
|
|
626 Financial, LLC
|
Apr 11, 2025 Q1 2025 |
16,033
shares
|
$789,945
0.43% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
16,010
shares
|
$788,812
0.06% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
15,976
shares
|
$787,137
0.49% of portfolio
|
Q2 2025
Reduced 0.21%
|