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 395 institutions that hold shares in the stock, with a total of 65.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.16 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2024 Q1 2024 |
6,215
shares
|
$298,506
0.04% of portfolio
|
Q1 2024
Reduced 95.14%
|
|
True Wealth Advisors, LLC
|
Apr 23, 2024 Q1 2024 |
6,146
shares
|
$295,192
0.12% of portfolio
|
Q1 2024
Reduced 26.54%
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
May 15, 2024 Q1 2024 |
6,048
shares
|
$290,485
0.01% of portfolio
|
Q4 2023
New holding
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
6,024
shares
|
$289,332
0.12% of portfolio
|
Q3 2023
Reduced 40.91%
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
5,974
shares
|
$286,931
0.02% of portfolio
|
Q4 2023
New holding
|
|
Shaker Investments LLC
|
Apr 25, 2024 Q1 2024 |
5,916
shares
|
$284,145
0.12% of portfolio
|
Q3 2022
Reduced 56.84%
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Apr 18, 2024 Q1 2024 |
5,792
shares
|
$278,189
0.1% of portfolio
|
Q1 2024
Reduced 8.43%
|
|
Kc Investment Advisors, LLC
Wichita, KS |
May 09, 2024 Q1 2024 |
5,533
shares
|
$265,749
0.14% of portfolio
|
Q3 2023
Reduced 5.56%
|
|
Gps Wealth Strategies Group, LLC
|
Apr 30, 2024 Q1 2024 |
5,516
shares
|
$264,933
0.04% of portfolio
|
Q1 2024
Added 2.97%
|
|
Waterloo Capital, L.P.
Austin, TX |
May 13, 2024 Q1 2024 |
5,469
shares
|
$262,676
0.03% of portfolio
|
Q1 2024
Reduced 13.38%
|
|
Lincoln National Corp
|
May 01, 2024 Q1 2024 |
5,434
shares
|
$260,995
0.0% of portfolio
|
Q1 2024
Reduced 31.98%
|
|
Essex LLC
|
May 03, 2024 Q1 2024 |
5,431
shares
|
$260,850
0.06% of portfolio
|
Q4 2023
Reduced 5.48%
|
|
Lion Street Advisors, LLC
|
Apr 12, 2024 Q1 2024 |
5,430
shares
|
$260,802
0.1% of portfolio
|
Q4 2023
Reduced 47.74%
|
|
Cambridge Advisors Inc.
|
Apr 16, 2024 Q1 2024 |
5,261
shares
|
$252,685
0.06% of portfolio
|
Q1 2024
Added 0.25%
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Apr 18, 2024 Q1 2024 |
5,204
shares
|
$249,948
0.05% of portfolio
|
Q1 2024
Added 1.13%
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Apr 26, 2024 Q1 2024 |
5,191
shares
|
$249,323
0.14% of portfolio
|
Q4 2023
New holding
|
|
Peterson Financial Group, Inc.
|
Apr 24, 2024 Q1 2024 |
5,107
shares
|
$245,289
0.14% of portfolio
|
Q1 2024
Reduced 5.46%
|
|
Arbor Capital Management Inc
Anchorage, AK |
May 13, 2024 Q1 2024 |
5,077
shares
|
$243,848
0.23% of portfolio
|
Q1 2024
Reduced 0.31%
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
5,063
shares
|
$243,175
0.42% of portfolio
|
Q2 2022
Reduced 61.67%
|
|
Northwest Wealth Management, LLC
|
May 13, 2024 Q1 2024 |
5,062
shares
|
$243,127
0.07% of portfolio
|
Q1 2024
Reduced 29.87%
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 14, 2024 Q1 2024 |
5,026
shares
|
$241,398
0.06% of portfolio
|
Q1 2024
Added 4.3%
|
|
Cutter & CO Brokerage, Inc.
|
Apr 30, 2024 Q1 2024 |
4,900
shares
|
$235,347
0.06% of portfolio
|
Q1 2024
Added 0.43%
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
May 16, 2024 Q1 2024 |
4,892
shares
|
$234,962
0.02% of portfolio
|
Q1 2024
Added 1.1%
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
4,861
shares
|
$233,473
0.22% of portfolio
|
Q1 2023
Added 2.53%
|
|
Moloney Securities Asset Management, LLC
|
May 01, 2024 Q1 2024 |
4,853
shares
|
$233,089
0.04% of portfolio
|
Q1 2024
New holding
|