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 458 institutions that hold shares in the stock, with a total of 82.1 Million shares, which have been reported (via 13F filing form) to have a value of $4.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
6,807
shares
|
$335,380
0.01% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
May 09, 2025 Q1 2025 |
6,789
shares
|
$334,494
0.12% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
6,751
shares
|
$332,621
0.24% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
May 15, 2025 Q1 2025 |
6,710
shares
|
$330,601
0.05% of portfolio
|
Q1 2025
Reduced 18.37%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
May 28, 2025 Q1 2025 |
6,668
shares
|
$328,532
0.14% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
6,540
shares
|
$322,225
0.15% of portfolio
|
Q4 2024
Reduced 13.66%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
6,475
shares
|
$319,023
0.01% of portfolio
|
Q1 2024
Reduced 26.22%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
6,469
shares
|
$318,727
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
6,423
shares
|
$316,461
0.02% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
6,386
shares
|
$314,638
0.12% of portfolio
|
Q2 2025
Reduced 10.45%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
6,102
shares
|
$300,645
0.03% of portfolio
|
Q1 2025
Reduced 30.53%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
6,024
shares
|
$296,802
0.12% of portfolio
|
Q3 2023
Reduced 40.91%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
6,006
shares
|
$295,915
0.08% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,993
shares
|
$295,275
0.0% of portfolio
|
Q1 2025
Added 17.86%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
5,974
shares
|
$294,338
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
5,936
shares
|
$292,466
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
5,821
shares
|
$286,800
0.02% of portfolio
|
Q1 2025
Reduced 61.94%
|
|
|
Wmg Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
5,771
shares
|
$284,337
0.13% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
5,768
shares
|
$284,189
0.02% of portfolio
|
Q1 2025
Reduced 9.54%
|
|
|
Shaker Investments LLC
|
Apr 23, 2025 Q1 2025 |
5,766
shares
|
$284,090
0.14% of portfolio
|
Q2 2024
Reduced 2.54%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
5,727
shares
|
$282,169
0.12% of portfolio
|
Q2 2024
Reduced 1.12%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
5,657
shares
|
$278,720
0.02% of portfolio
|
Q2 2025
Added 23.41%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
5,582
shares
|
$275,025
0.13% of portfolio
|
Q1 2025
Added 69675.0%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
5,425
shares
|
$267,289
0.02% of portfolio
|
Q1 2025
Reduced 54.45%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
5,302
shares
|
$261,229
0.09% of portfolio
|
Q2 2025
New holding
|