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 417 institutions that hold shares in the stock, with a total of 66.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.28 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Beacon Financial Group
|
Aug 06, 2024 Q2 2024 |
11,216
shares
|
$554,855
0.06% of portfolio
|
Q2 2024
Reduced 22.0%
|
|
O'Connor Financial Group LLC
Quincy, IL |
Aug 13, 2024 Q2 2024 |
11,164
shares
|
$552,283
0.31% of portfolio
|
Q2 2024
Added 0.47%
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 15, 2024 Q2 2024 |
10,692
shares
|
$528,933
0.14% of portfolio
|
Q2 2024
Added 15.12%
|
|
Dynamic Advisor Solutions LLC
|
Jul 15, 2024 Q2 2024 |
10,635
shares
|
$526,113
0.02% of portfolio
|
Q2 2024
Reduced 21.02%
|
|
Mgo One Seven LLC
Beachwood, OH |
Aug 07, 2024 Q2 2024 |
10,617
shares
|
$525,222
0.02% of portfolio
|
Q2 2024
Added 40.72%
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Aug 13, 2024 Q2 2024 |
10,332
shares
|
$511,124
0.42% of portfolio
|
Q2 2024
Added 1.21%
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Jul 30, 2024 Q2 2024 |
10,306
shares
|
$509,837
0.26% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
10,306
shares
|
$509,837
0.02% of portfolio
|
Q2 2024
Added 4.35%
|
|
Arkadios Wealth Advisors
|
Jul 29, 2024 Q2 2024 |
10,293
shares
|
$509,194
0.04% of portfolio
|
Q2 2024
Added 21.18%
|
|
Insight Inv LLC
El Segundo, CA |
Aug 07, 2024 Q2 2024 |
10,195
shares
|
$504,346
0.43% of portfolio
|
Q2 2024
Added 36.48%
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
10,191
shares
|
$504,148
0.74% of portfolio
|
Q4 2022
Added 26.6%
|
|
Herold Advisors, Inc.
|
Jul 24, 2024 Q2 2024 |
9,984
shares
|
$493,908
0.11% of portfolio
|
Q2 2024
Reduced 0.26%
|
|
Maia Wealth LLC
Denver, CO |
Jul 16, 2024 Q2 2024 |
9,918
shares
|
$490,643
0.15% of portfolio
|
Q2 2024
Reduced 35.4%
|
|
Creative Financial Designs Inc
|
Aug 06, 2024 Q2 2024 |
9,693
shares
|
$479,512
0.04% of portfolio
|
Q2 2024
Added 10.14%
|
|
Chiron Capital Management, LLC
|
Aug 08, 2024 Q2 2024 |
9,543
shares
|
$472,092
0.44% of portfolio
|
Q2 2024
Added 41.23%
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Sep 11, 2024 Q2 2024 |
9,485
shares
|
$469,222
0.09% of portfolio
|
Q2 2024
Reduced 5.46%
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Aug 13, 2024 Q2 2024 |
9,165
shares
|
$453,392
0.3% of portfolio
|
Q2 2024
Added 10.33%
|
|
Simplicity Wealth,Llc
|
Jul 10, 2024 Q2 2024 |
9,156
shares
|
$452,947
0.01% of portfolio
|
Q2 2024
New holding
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Aug 14, 2024 Q2 2024 |
9,117
shares
|
$451,017
0.27% of portfolio
|
Q2 2024
Added 24.07%
|
|
Capital Market Strategies LLC
|
Jul 01, 2024 Q2 2024 |
9,029
shares
|
$446,664
0.28% of portfolio
|
Q2 2024
Reduced 27.16%
|
|
Tanager Wealth Management LLP
|
Jul 25, 2024 Q2 2024 |
8,892
shares
|
$439,887
0.06% of portfolio
|
Q1 2024
Reduced 5.6%
|
|
Claro Advisors LLC
Boston, MA |
Jul 31, 2024 Q2 2024 |
8,655
shares
|
$428,162
0.07% of portfolio
|
Q2 2024
Reduced 3.22%
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
8,651
shares
|
$427,964
0.07% of portfolio
|
Q1 2024
Reduced 21.15%
|
|
Family Legacy, Inc.
|
Jul 24, 2024 Q2 2024 |
8,544
shares
|
$422,671
0.15% of portfolio
|
Q4 2023
Reduced 0.25%
|
|
Clarus Wealth Advisors
|
Jul 11, 2024 Q2 2024 |
8,493
shares
|
$420,148
0.22% of portfolio
|
Q2 2024
Reduced 9.44%
|