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 457 institutions that hold shares in the stock, with a total of 82.8 Million shares, which have been reported (via 13F filing form) to have a value of $4.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concentrum Wealth Management
|
May 07, 2025 Q1 2025 |
15,799
shares
|
$782,682
0.29% of portfolio
|
Q4 2024
Reduced 23.67%
|
|
|
626 Financial, LLC
|
Aug 04, 2025 Q2 2025 |
15,640
shares
|
$774,805
0.38% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
15,320
shares
|
$758,952
0.02% of portfolio
|
Q2 2025
Added 29.21%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
15,226
shares
|
$754,296
0.14% of portfolio
|
Q1 2024
Added 1.18%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
15,148
shares
|
$750,431
0.03% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Vishria Bird Financial Group, LLC
|
Jul 07, 2025 Q2 2025 |
15,137
shares
|
$749,886
0.28% of portfolio
|
Q2 2025
Reduced 7.01%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
14,937
shares
|
$739,978
0.02% of portfolio
|
Q2 2025
Reduced 4.09%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
14,544
shares
|
$720,509
0.06% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
14,530
shares
|
$719,816
0.15% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
14,366
shares
|
$711,691
0.04% of portfolio
|
Q2 2025
Added 146.8%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
13,993
shares
|
$693,213
0.02% of portfolio
|
Q2 2025
Added 29.3%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
13,962
shares
|
$691,677
0.16% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
13,695
shares
|
$678,450
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
13,622
shares
|
$674,833
0.02% of portfolio
|
Q2 2025
Reduced 13.09%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
13,455
shares
|
$666,560
0.01% of portfolio
|
Q2 2025
Reduced 28.01%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Jul 18, 2025 Q2 2025 |
13,426
shares
|
$665,124
0.45% of portfolio
|
Q1 2025
Reduced 16.74%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
13,423
shares
|
$664,975
0.0% of portfolio
|
Q2 2025
Reduced 23.99%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
13,408
shares
|
$664,232
0.05% of portfolio
|
Q4 2023
Reduced 2.02%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jul 15, 2025 Q2 2025 |
13,325
shares
|
$660,120
0.34% of portfolio
|
Q2 2025
Added 9.63%
|
|
|
Narwhal Capital Management
|
Jul 23, 2025 Q2 2025 |
13,299
shares
|
$658,832
0.05% of portfolio
|
Q2 2025
Reduced 4.95%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
13,005
shares
|
$644,267
0.01% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
12,784
shares
|
$633,319
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
May 14, 2025 Q1 2025 |
12,537
shares
|
$621,082
0.41% of portfolio
|
Q1 2025
Added 6.03%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jul 07, 2025 Q2 2025 |
12,376
shares
|
$613,107
0.27% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
12,126
shares
|
$600,722
0.02% of portfolio
|
Q2 2025
Added 8.22%
|