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 452 institutions that hold shares in the stock, with a total of 81.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valley Financial Group, Inc.
Ambler, PA |
Feb 14, 2025 Q4 2024 |
11,824
shares
|
$580,558
0.4% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
1776 Wealth LLC
|
May 05, 2025 Q1 2025 |
11,607
shares
|
$569,903
0.27% of portfolio
|
Q1 2025
Reduced 14.38%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
11,505
shares
|
$564,895
0.0% of portfolio
|
Q1 2025
Reduced 82.95%
|
|
|
Mattern Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
11,500
shares
|
$564,650
0.14% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
11,289
shares
|
$554,289
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
11,179
shares
|
$548,888
0.62% of portfolio
|
Q4 2024
Reduced 55.83%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
11,148
shares
|
$547,366
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
11,073
shares
|
$543,684
0.0% of portfolio
|
Q1 2025
Reduced 46.59%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
10,822
shares
|
$531,360
0.02% of portfolio
|
Q1 2025
Added 7.31%
|
|
|
Holistic Financial Partners
|
May 06, 2025 Q1 2025 |
10,610
shares
|
$520,951
0.26% of portfolio
|
Q1 2025
Reduced 20.44%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
10,583
shares
|
$519,625
0.12% of portfolio
|
Q1 2025
Added 54.43%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
10,550
shares
|
$518,005
0.0% of portfolio
|
Q4 2024
Reduced 13.76%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 29, 2025 Q4 2024 |
10,483
shares
|
$514,715
0.13% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
10,331
shares
|
$507,252
0.01% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
10,255
shares
|
$503,520
0.02% of portfolio
|
Q1 2025
Reduced 6.21%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
10,191
shares
|
$500,378
0.74% of portfolio
|
Q4 2022
Added 26.6%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
9,933
shares
|
$487,710
0.02% of portfolio
|
Q1 2025
Added 14.82%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Feb 14, 2025 Q4 2024 |
9,928
shares
|
$487,464
0.26% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Wealth Effects LLC
|
Apr 23, 2025 Q1 2025 |
9,902
shares
|
$486,188
0.22% of portfolio
|
Q1 2025
Reduced 4.81%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
9,722
shares
|
$477,350
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Apr 14, 2025 Q1 2025 |
9,700
shares
|
$476,270
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
May 13, 2025 Q1 2025 |
9,649
shares
|
$473,765
0.38% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Capital Cs Group, LLC
|
Apr 09, 2025 Q1 2025 |
9,509
shares
|
$466,891
0.46% of portfolio
|
Q1 2025
Added 17.61%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
9,475
shares
|
$465,222
0.11% of portfolio
|
Q1 2025
Reduced 15.71%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
9,455
shares
|
$464,240
0.21% of portfolio
|
Q1 2025
Reduced 0.44%
|