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 |
|---|---|---|---|---|---|
|
Arbor Capital Management Inc
Anchorage, AK |
Aug 04, 2025 Q2 2025 |
8,824
shares
|
$437,140
0.41% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
8,797
shares
|
$435,803
0.01% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Aug 04, 2025 Q2 2025 |
8,762
shares
|
$434,069
0.33% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Aug 06, 2025 Q2 2025 |
8,762
shares
|
$434,069
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Jul 29, 2025 Q2 2025 |
8,659
shares
|
$428,966
0.18% of portfolio
|
Q2 2025
Added 8.78%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
8,651
shares
|
$428,570
0.07% of portfolio
|
Q1 2024
Reduced 21.15%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
8,569
shares
|
$424,508
0.06% of portfolio
|
Q2 2025
Added 54.76%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
8,530
shares
|
$422,576
0.06% of portfolio
|
Q2 2025
Added 6.07%
|
|
|
Family Legacy, Inc.
|
Jul 23, 2025 Q2 2025 |
8,513
shares
|
$421,734
0.14% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Sargent Investment Group, LLC
|
May 05, 2025 Q1 2025 |
8,430
shares
|
$417,622
0.07% of portfolio
|
Q1 2025
Reduced 5.7%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
8,308
shares
|
$411,578
0.0% of portfolio
|
Q2 2025
Reduced 3.71%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Aug 01, 2025 Q2 2025 |
8,289
shares
|
$410,637
0.33% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
8,000
shares
|
$396,320
0.06% of portfolio
|
Q1 2025
Reduced 47.21%
|
|
|
Platform Technology Partners
|
Aug 11, 2025 Q2 2025 |
7,827
shares
|
$387,749
0.11% of portfolio
|
Q1 2025
Added 5.49%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
7,760
shares
|
$384,430
0.0% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
7,604
shares
|
$376,702
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Chiron Capital Management, LLC
|
Aug 11, 2025 Q2 2025 |
7,543
shares
|
$373,680
0.33% of portfolio
|
Q4 2024
Reduced 20.96%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
7,443
shares
|
$368,726
0.14% of portfolio
|
Q2 2022
Added 13.81%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
7,409
shares
|
$367,041
0.06% of portfolio
|
Q2 2025
Reduced 7.88%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
7,395
shares
|
$366,348
0.01% of portfolio
|
Q2 2025
Reduced 27.89%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
7,301
shares
|
$361,691
0.02% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
7,145
shares
|
$353,963
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
6,887
shares
|
$341,181
0.04% of portfolio
|
Q2 2025
Reduced 51.98%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
6,769
shares
|
$335,336
0.01% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
6,751
shares
|
$334,444
0.24% of portfolio
|
Q1 2025
Added 0.16%
|