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 419 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 $3.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 11, 2024 Q3 2024 |
15,450
shares
|
$753,496
0.67% of portfolio
|
Q3 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
15,356
shares
|
$748,912
0.07% of portfolio
|
Q3 2024
Reduced 43.46%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
15,226
shares
|
$742,572
0.14% of portfolio
|
Q1 2024
Added 1.18%
|
|
|
Holistic Financial Partners
|
Nov 07, 2024 Q3 2024 |
14,921
shares
|
$727,697
0.36% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
Ballew Advisors, Inc
|
Oct 10, 2024 Q3 2024 |
14,917
shares
|
$727,502
0.5% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
14,815
shares
|
$722,527
0.02% of portfolio
|
Q3 2024
Added 30.15%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
14,325
shares
|
$698,630
0.0% of portfolio
|
Q3 2024
Reduced 90.62%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
13,695
shares
|
$667,905
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
13,652
shares
|
$665,808
0.03% of portfolio
|
Q3 2024
Reduced 9.68%
|
|
|
1776 Wealth LLC
|
Nov 06, 2024 Q3 2024 |
13,557
shares
|
$661,174
0.31% of portfolio
|
Q3 2023
Reduced 10.05%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
13,408
shares
|
$653,908
0.05% of portfolio
|
Q4 2023
Reduced 2.02%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
13,380
shares
|
$652,542
0.02% of portfolio
|
Q2 2024
Reduced 40.52%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
13,307
shares
|
$648,982
0.2% of portfolio
|
Q3 2024
Added 13.79%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
13,294
shares
|
$648,348
0.02% of portfolio
|
Q3 2024
Reduced 6.77%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
13,005
shares
|
$634,253
0.01% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
12,935
shares
|
$630,839
0.01% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
12,845
shares
|
$626,450
0.02% of portfolio
|
Q3 2024
Added 4.62%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
12,784
shares
|
$623,475
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
12,650
shares
|
$616,940
0.02% of portfolio
|
Q3 2024
Reduced 93.65%
|
|
|
Narwhal Capital Management
|
Oct 22, 2024 Q3 2024 |
12,582
shares
|
$613,624
0.06% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
12,233
shares
|
$596,603
0.0% of portfolio
|
Q3 2024
Reduced 32.95%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
12,123
shares
|
$591,238
0.02% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
12,123
shares
|
$591,238
0.15% of portfolio
|
Q3 2024
Reduced 40.77%
|
|
|
Mattern Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
12,000
shares
|
$585,240
0.14% of portfolio
|
Q2 2024
Reduced 45.29%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
11,971
shares
|
$583,825
0.02% of portfolio
|
Q3 2024
Reduced 8.99%
|