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 418 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 $3.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
7,320
shares
|
$355,971
0.09% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 03, 2024 Q3 2024 |
7,217
shares
|
$350,962
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
7,188
shares
|
$349,552
0.01% of portfolio
|
Q3 2024
Reduced 3.66%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
7,145
shares
|
$347,461
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
6,942
shares
|
$337,589
0.13% of portfolio
|
Q3 2024
Added 12.18%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
6,939
shares
|
$337,443
0.0% of portfolio
|
Q3 2024
Added 67.45%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 16, 2024 Q3 2024 |
6,869
shares
|
$334,039
0.17% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
6,684
shares
|
$325,042
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
6,559
shares
|
$318,964
0.01% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
6,528
shares
|
$317,456
0.02% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
6,475
shares
|
$314,879
0.01% of portfolio
|
Q1 2024
Reduced 26.22%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
6,469
shares
|
$314,587
0.03% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
E Rn Financial, LLC
|
Oct 15, 2024 Q3 2024 |
6,376
shares
|
$310,064
0.05% of portfolio
|
Q3 2024
Reduced 19.29%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Oct 23, 2024 Q3 2024 |
6,356
shares
|
$309,092
0.1% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2024 Q3 2024 |
6,292
shares
|
$305,979
0.15% of portfolio
|
Q2 2024
Reduced 0.91%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 04, 2024 Q3 2024 |
6,159
shares
|
$299,512
0.29% of portfolio
|
Q3 2024
Added 28.96%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
6,082
shares
|
$295,767
0.15% of portfolio
|
Q3 2024
Added 5.94%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
6,024
shares
|
$292,947
0.12% of portfolio
|
Q3 2023
Reduced 40.91%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
5,974
shares
|
$290,515
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
5,916
shares
|
$287,695
0.02% of portfolio
|
Q3 2024
Reduced 6.88%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
5,874
shares
|
$285,652
0.03% of portfolio
|
Q3 2024
Reduced 16.27%
|
|
|
Shaker Investments LLC
|
Oct 10, 2024 Q3 2024 |
5,766
shares
|
$280,400
0.12% of portfolio
|
Q2 2024
Reduced 2.54%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
5,727
shares
|
$278,504
0.1% of portfolio
|
Q2 2024
Reduced 1.12%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 16, 2024 Q3 2024 |
5,720
shares
|
$278,163
0.16% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
5,666
shares
|
$275,537
0.08% of portfolio
|
Q3 2024
Added 2.63%
|