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 |
|---|---|---|---|---|---|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Apr 22, 2025 Q1 2025 |
8,987
shares
|
$441,261
0.38% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
May 12, 2025 Q1 2025 |
8,979
shares
|
$440,868
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Apr 28, 2025 Q1 2025 |
8,967
shares
|
$440,279
0.45% of portfolio
|
Q1 2025
Added 9.86%
|
|
|
Tanager Wealth Management LLP
|
Apr 24, 2025 Q1 2025 |
8,892
shares
|
$436,597
0.06% of portfolio
|
Q1 2024
Reduced 5.6%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
8,875
shares
|
$435,762
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
8,786
shares
|
$431,392
0.02% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
8,651
shares
|
$424,764
0.07% of portfolio
|
Q1 2024
Reduced 21.15%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
8,628
shares
|
$423,634
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Apr 22, 2025 Q1 2025 |
8,571
shares
|
$420,836
0.38% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Family Legacy, Inc.
|
Apr 23, 2025 Q1 2025 |
8,513
shares
|
$417,988
0.15% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Sargent Investment Group, LLC
|
May 05, 2025 Q1 2025 |
8,430
shares
|
$413,913
0.07% of portfolio
|
Q1 2025
Reduced 5.7%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
8,220
shares
|
$403,602
0.07% of portfolio
|
Q4 2024
Reduced 56.77%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
8,194
shares
|
$402,325
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
8,043
shares
|
$394,911
0.06% of portfolio
|
Q1 2025
Reduced 9.23%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
8,042
shares
|
$394,862
0.06% of portfolio
|
Q1 2025
Added 6.9%
|
|
|
Stockman Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
8,000
shares
|
$392,800
0.06% of portfolio
|
Q1 2025
Reduced 47.21%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
May 13, 2025 Q1 2025 |
7,960
shares
|
$390,836
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Platform Technology Partners
|
May 01, 2025 Q1 2025 |
7,827
shares
|
$384,305
0.12% of portfolio
|
Q1 2025
Added 5.49%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
7,760
shares
|
$381,016
0.0% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Chiron Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
7,543
shares
|
$370,361
0.35% of portfolio
|
Q4 2024
Reduced 20.96%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
7,538
shares
|
$370,115
0.03% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
7,443
shares
|
$365,451
0.14% of portfolio
|
Q2 2022
Added 13.81%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
7,430
shares
|
$364,813
0.02% of portfolio
|
Q1 2025
Reduced 54.34%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
7,145
shares
|
$350,819
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Apr 08, 2025 Q1 2025 |
7,131
shares
|
$350,132
0.17% of portfolio
|
Q1 2025
Reduced 9.77%
|