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 |
|---|---|---|---|---|---|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
11,956
shares
|
$592,300
0.02% of portfolio
|
Q2 2025
Added 15.73%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
11,841
shares
|
$586,603
0.3% of portfolio
|
Q2 2023
Added 0.14%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
11,739
shares
|
$581,550
0.02% of portfolio
|
Q2 2025
Added 18.18%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
11,505
shares
|
$569,957
0.0% of portfolio
|
Q1 2025
Reduced 82.95%
|
|
|
Mattern Wealth Management LLC
|
Jul 17, 2025 Q2 2025 |
11,500
shares
|
$569,710
0.13% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
11,358
shares
|
$562,675
0.0% of portfolio
|
Q2 2025
Added 235.44%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
11,266
shares
|
$558,117
0.01% of portfolio
|
Q2 2025
Reduced 6.02%
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
11,179
shares
|
$553,807
0.62% of portfolio
|
Q4 2024
Reduced 55.83%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
11,096
shares
|
$549,695
0.0% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
10,977
shares
|
$543,800
0.04% of portfolio
|
Q2 2025
Reduced 12.11%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 13, 2025 Q2 2025 |
10,861
shares
|
$538,053
0.13% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
10,551
shares
|
$522,696
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
10,416
shares
|
$516,008
0.11% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
10,191
shares
|
$504,862
0.74% of portfolio
|
Q4 2022
Added 26.6%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
10,032
shares
|
$496,985
0.09% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
May 15, 2025 Q1 2025 |
9,952
shares
|
$493,022
0.3% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
9,931
shares
|
$491,981
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Effects LLC
|
Jul 15, 2025 Q2 2025 |
9,902
shares
|
$490,545
0.2% of portfolio
|
Q1 2025
Reduced 4.81%
|
|
|
1776 Wealth LLC
|
Aug 08, 2025 Q2 2025 |
9,757
shares
|
$483,361
0.21% of portfolio
|
Q2 2025
Reduced 15.94%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
9,475
shares
|
$469,391
0.11% of portfolio
|
Q1 2025
Reduced 15.71%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
9,455
shares
|
$468,400
0.21% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
9,343
shares
|
$462,852
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Jul 23, 2025 Q2 2025 |
9,093
shares
|
$450,467
0.34% of portfolio
|
Q2 2025
Reduced 5.76%
|
|
|
Capital Cs Group, LLC
|
Jul 14, 2025 Q2 2025 |
9,044
shares
|
$448,039
0.62% of portfolio
|
Q2 2025
Reduced 4.89%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
8,875
shares
|
$439,667
0.0% of portfolio
|
Q1 2025
New holding
|