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 394 institutions that hold shares in the stock, with a total of 65.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.16 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Sunbelt Securities, Inc.
Houston, TX |
Apr 15, 2024 Q1 2024 |
1,450
shares
|
$69,672
0.01% of portfolio
|
Q1 2024
Added 0.49%
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 11, 2024 Q1 2024 |
1,428
shares
|
$68,615
0.03% of portfolio
|
Q1 2024
Reduced 2.06%
|
|
Blair William & CO
Chicago, IL |
May 09, 2024 Q1 2024 |
1,401
shares
|
$67,318
0.0% of portfolio
|
Q4 2023
Reduced 87.38%
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
1,367
shares
|
$65,684
0.07% of portfolio
|
Q2 2022
New holding
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
May 02, 2024 Q1 2024 |
1,283
shares
|
$61,648
0.02% of portfolio
|
Q1 2024
New holding
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 23, 2024 Q1 2024 |
1,235
shares
|
$59,341
0.02% of portfolio
|
Q1 2024
Reduced 96.16%
|
|
Washington Trust CO
|
Apr 23, 2024 Q1 2024 |
1,199
shares
|
$57,611
0.0% of portfolio
|
Q1 2023
Added 119800.0%
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Apr 19, 2024 Q1 2024 |
1,136
shares
|
$54,584
0.01% of portfolio
|
Q1 2024
New holding
|
|
Tucker Asset Management LLC
Littleton, CO |
Mar 04, 2024 Q4 2023 |
1,099
shares
|
$52,806
0.01% of portfolio
|
Q4 2023
Reduced 9.7%
|
|
Nordwand Advisors, LLC
Radnor, PA |
May 06, 2024 Q1 2024 |
1,078
shares
|
$51,797
0.02% of portfolio
|
Q1 2023
New holding
|
|
Aptus Capital Advisors, LLC
|
May 15, 2024 Q1 2024 |
840
shares
|
$40,362
0.0% of portfolio
|
Q1 2024
Reduced 4.33%
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2024 Q1 2024 |
840
shares
|
$40,362
0.01% of portfolio
|
Q1 2024
Reduced 4.33%
|
|
Advisor Net Financial, Inc
|
Apr 12, 2024 Q1 2024 |
775
shares
|
$37,238
0.0% of portfolio
|
Q1 2024
Reduced 28.57%
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 07, 2024 Q1 2024 |
725
shares
|
$34,836
0.0% of portfolio
|
Q3 2022
New holding
|
|
Fwl Investment Management, LLC
|
May 13, 2024 Q1 2024 |
706
shares
|
$33,923
0.02% of portfolio
|
Q1 2024
Added 285.79%
|
|
Vima LLC
Troy, MI |
May 17, 2024 Q1 2024 |
583
shares
|
$28,013
0.01% of portfolio
|
Q1 2024
Added 44.31%
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
583
shares
|
$28,013
0.0% of portfolio
|
Q3 2022
Reduced 31.01%
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 13, 2024 Q1 2024 |
573
shares
|
$27,532
0.0% of portfolio
|
Q4 2023
New holding
|
|
Palisade Asset Management, LLC
|
May 01, 2024 Q1 2024 |
518
shares
|
$24,889
0.0% of portfolio
|
Q1 2024
New holding
|
|
Wealth Shield Partners, LLC
Cary, NC |
Apr 29, 2024 Q1 2024 |
505
shares
|
$24,265
0.0% of portfolio
|
Q1 2024
Reduced 16.8%
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
500
shares
|
$24,025
0.04% of portfolio
|
Q3 2021
New holding
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
439
shares
|
$21,093
0.0% of portfolio
|
Q3 2022
New holding
|
|
True Wealth Design, LLC
Akron, OH |
May 14, 2024 Q1 2024 |
400
shares
|
$19,220
0.0% of portfolio
|
Q4 2022
New holding
|
|
Signaturefd, LLC
Atlanta, GA |
May 03, 2024 Q1 2024 |
350
shares
|
$16,817
0.0% of portfolio
|
Q1 2024
New holding
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
340
shares
|
$16,336
0.03% of portfolio
|
Q4 2021
Reduced 43.33%
|