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 |
|---|---|---|---|---|---|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
9,209
shares
|
$449,122
0.02% of portfolio
|
Q3 2024
Added 43.11%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
8,965
shares
|
$437,223
0.03% of portfolio
|
Q3 2024
Added 8.96%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
8,902
shares
|
$434,150
0.02% of portfolio
|
Q3 2024
Reduced 16.15%
|
|
|
Tanager Wealth Management LLP
|
Oct 22, 2024 Q3 2024 |
8,892
shares
|
$433,662
0.06% of portfolio
|
Q1 2024
Reduced 5.6%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
8,882
shares
|
$433,175
0.04% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
8,651
shares
|
$421,909
0.07% of portfolio
|
Q1 2024
Reduced 21.15%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
8,612
shares
|
$420,007
0.06% of portfolio
|
Q3 2024
Added 42.82%
|
|
|
Davidson Trust CO
|
Nov 13, 2024 Q3 2024 |
8,561
shares
|
$417,519
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Family Legacy, Inc.
|
Oct 15, 2024 Q3 2024 |
8,544
shares
|
$416,690
0.14% of portfolio
|
Q4 2023
Reduced 0.25%
|
|
|
Clarus Wealth Advisors
|
Oct 08, 2024 Q3 2024 |
8,427
shares
|
$410,984
0.21% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
8,403
shares
|
$409,814
0.28% of portfolio
|
Q3 2024
Added 840.99%
|
|
|
Moneywise, Inc.
|
Oct 21, 2024 Q3 2024 |
8,295
shares
|
$404,547
0.21% of portfolio
|
Q3 2024
Reduced 47.23%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
8,269
shares
|
$403,279
0.04% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Capital Market Strategies LLC
|
Oct 03, 2024 Q3 2024 |
8,171
shares
|
$398,499
0.25% of portfolio
|
Q3 2024
Reduced 9.5%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
8,022
shares
|
$391,232
0.03% of portfolio
|
Q3 2024
Reduced 37.16%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
8,021
shares
|
$391,184
0.03% of portfolio
|
Q3 2024
Reduced 55.16%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
7,800
shares
|
$380,406
0.02% of portfolio
|
Q3 2024
Added 20.09%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
7,760
shares
|
$378,455
0.0% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
7,683
shares
|
$374,699
0.05% of portfolio
|
Q3 2024
Added 60.43%
|
|
|
Capital Cs Group, LLC
|
Oct 04, 2024 Q3 2024 |
7,616
shares
|
$371,432
0.26% of portfolio
|
Q3 2024
Reduced 6.37%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
7,575
shares
|
$369,432
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
7,546
shares
|
$368,018
0.02% of portfolio
|
Q2 2024
Reduced 12.18%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
7,461
shares
|
$363,872
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
7,443
shares
|
$362,995
0.14% of portfolio
|
Q2 2022
Added 13.81%
|
|
|
Platform Technology Partners
|
Nov 04, 2024 Q3 2024 |
7,420
shares
|
$361,873
0.12% of portfolio
|
Q3 2023
Reduced 8.05%
|