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 |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
11,934
shares
|
$580,350
0.04% of portfolio
|
Q3 2024
Added 15.94%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
11,841
shares
|
$575,827
0.3% of portfolio
|
Q2 2023
Added 0.14%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Nov 14, 2024 Q3 2024 |
11,743
shares
|
$571,062
0.41% of portfolio
|
Q4 2023
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
11,714
shares
|
$569,651
0.08% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Insight Inv LLC
El Segundo, CA |
Nov 14, 2024 Q3 2024 |
11,695
shares
|
$568,727
0.49% of portfolio
|
Q3 2024
Added 14.71%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Oct 08, 2024 Q3 2024 |
11,273
shares
|
$548,205
0.29% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
11,270
shares
|
$548,060
0.12% of portfolio
|
Q3 2024
Added 12.88%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
10,899
shares
|
$530,018
0.24% of portfolio
|
Q3 2024
Added 5.75%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
10,846
shares
|
$527,440
0.03% of portfolio
|
Q3 2024
Added 70.94%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
10,791
shares
|
$524,766
0.02% of portfolio
|
Q3 2024
Added 4.71%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 15, 2024 Q3 2024 |
10,693
shares
|
$520,000
0.13% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
10,444
shares
|
$507,891
0.0% of portfolio
|
Q3 2024
Reduced 10.48%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 23, 2024 Q3 2024 |
10,379
shares
|
$504,730
0.4% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
10,284
shares
|
$500,110
0.04% of portfolio
|
Q3 2024
Added 6.1%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
10,191
shares
|
$495,588
0.74% of portfolio
|
Q4 2022
Added 26.6%
|
|
|
Sargent Investment Group, LLC
|
Nov 06, 2024 Q3 2024 |
10,125
shares
|
$492,378
0.09% of portfolio
|
Q3 2024
Reduced 21.72%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 15, 2024 Q3 2024 |
9,736
shares
|
$473,461
0.39% of portfolio
|
Q3 2024
Reduced 5.77%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
9,546
shares
|
$464,221
0.04% of portfolio
|
Q3 2024
Reduced 84.86%
|
|
|
Chiron Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
9,543
shares
|
$464,076
0.42% of portfolio
|
Q2 2024
Added 41.23%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
9,516
shares
|
$462,763
0.01% of portfolio
|
Q3 2024
Reduced 10.52%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
9,508
shares
|
$462,374
0.27% of portfolio
|
Q3 2024
Added 4.29%
|
|
|
Centennial Wealth Advisory LLC
|
Oct 30, 2024 Q3 2024 |
9,408
shares
|
$457,511
0.18% of portfolio
|
Q3 2024
Reduced 81.06%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
9,403
shares
|
$457,267
0.09% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
9,322
shares
|
$453,328
0.03% of portfolio
|
Q3 2024
Added 115.69%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
9,209
shares
|
$447,833
0.02% of portfolio
|
Q3 2024
Added 43.11%
|