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 419 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 $3.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
5,666
shares
|
$276,330
0.08% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
5,537
shares
|
$270,039
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
5,454
shares
|
$265,991
0.03% of portfolio
|
Q3 2024
Reduced 6.4%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
5,341
shares
|
$260,480
0.02% of portfolio
|
Q3 2024
Reduced 7.6%
|
|
|
Rede Wealth, LLC
|
Oct 18, 2024 Q3 2024 |
5,295
shares
|
$258,237
0.1% of portfolio
|
Q3 2024
Reduced 23.71%
|
|
|
Essex LLC
|
Oct 18, 2024 Q3 2024 |
5,235
shares
|
$255,310
0.05% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Cambridge Advisors Inc.
|
Oct 23, 2024 Q3 2024 |
5,227
shares
|
$254,920
0.06% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
5,192
shares
|
$253,213
0.01% of portfolio
|
Q3 2024
Reduced 38.69%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2024 Q3 2024 |
5,191
shares
|
$253,165
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
5,112
shares
|
$249,312
0.05% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
5,063
shares
|
$246,922
0.42% of portfolio
|
Q2 2022
Reduced 61.67%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Nov 12, 2024 Q3 2024 |
5,023
shares
|
$244,971
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
5,018
shares
|
$244,727
0.09% of portfolio
|
Q3 2024
Reduced 26.09%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
4,995
shares
|
$243,606
0.02% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
4,861
shares
|
$237,070
0.22% of portfolio
|
Q1 2023
Added 2.53%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
4,800
shares
|
$234,096
0.16% of portfolio
|
Q1 2023
Reduced 23.81%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
4,702
shares
|
$229,316
0.04% of portfolio
|
Q1 2023
Reduced 4.18%
|
|
|
Cutter & CO Brokerage, Inc.
|
Oct 25, 2024 Q3 2024 |
4,604
shares
|
$224,537
0.06% of portfolio
|
Q3 2024
Reduced 4.9%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
4,596
shares
|
$224,146
0.06% of portfolio
|
Q1 2024
Reduced 9.13%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
4,502
shares
|
$219,562
0.01% of portfolio
|
Q4 2023
Reduced 4.48%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 30, 2024 Q3 2024 |
4,496
shares
|
$219,269
0.03% of portfolio
|
Q3 2024
Reduced 24.25%
|
|
|
Genesee Capital Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
4,483
shares
|
$218,635
0.11% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
4,469
shares
|
$217,953
0.05% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
4,356
shares
|
$212,442
0.05% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
4,260
shares
|
$207,760
0.04% of portfolio
|
Q3 2024
Reduced 18.05%
|