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 450 institutions that hold shares in the stock, with a total of 81.6 Million shares, which have been reported (via 13F filing form) to have a value of $4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
West Michigan Advisors, LLC
Holland, MI |
May 09, 2025 Q1 2025 |
6,789
shares
|
$333,339
0.12% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Capital Market Strategies LLC
|
Apr 04, 2025 Q1 2025 |
6,751
shares
|
$331,474
0.23% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
6,540
shares
|
$321,114
0.16% of portfolio
|
Q4 2024
Reduced 13.66%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
6,475
shares
|
$317,922
0.01% of portfolio
|
Q1 2024
Reduced 26.22%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
6,423
shares
|
$315,369
0.02% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
6,102
shares
|
$299,608
0.03% of portfolio
|
Q1 2025
Reduced 30.53%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
6,054
shares
|
$297,251
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
6,024
shares
|
$295,778
0.12% of portfolio
|
Q3 2023
Reduced 40.91%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
6,006
shares
|
$294,894
0.08% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
5,974
shares
|
$293,323
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
5,936
shares
|
$291,457
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
5,821
shares
|
$285,811
0.02% of portfolio
|
Q1 2025
Reduced 61.94%
|
|
|
Wmg Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
5,771
shares
|
$283,356
0.13% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
5,768
shares
|
$283,208
0.02% of portfolio
|
Q1 2025
Reduced 9.54%
|
|
|
Shaker Investments LLC
|
Apr 23, 2025 Q1 2025 |
5,766
shares
|
$283,110
0.14% of portfolio
|
Q2 2024
Reduced 2.54%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
5,727
shares
|
$281,195
0.12% of portfolio
|
Q2 2024
Reduced 1.12%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
5,582
shares
|
$274,076
0.13% of portfolio
|
Q1 2025
Added 69675.0%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Apr 16, 2025 Q1 2025 |
5,537
shares
|
$271,866
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
5,299
shares
|
$260,180
0.02% of portfolio
|
Q1 2025
Reduced 29.43%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
5,285
shares
|
$259,493
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Guys Formula LLC
|
Apr 23, 2025 Q1 2025 |
5,237
shares
|
$257,136
0.13% of portfolio
|
Q1 2025
Reduced 13.99%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
5,221
shares
|
$256,351
0.01% of portfolio
|
Q1 2025
Reduced 51.48%
|
|
|
Essex LLC
|
Apr 25, 2025 Q1 2025 |
5,193
shares
|
$254,976
0.06% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Apr 15, 2025 Q1 2025 |
5,191
shares
|
$254,878
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
5,112
shares
|
$250,999
0.05% of portfolio
|
Q3 2024
Reduced 2.83%
|