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 |
|---|---|---|---|---|---|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
5,098
shares
|
$250,311
0.01% of portfolio
|
Q1 2025
Reduced 17.84%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
5,098
shares
|
$250,311
0.02% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Moment Partners, LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
5,096
shares
|
$250,213
0.05% of portfolio
|
Q1 2025
Reduced 8.39%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,085
shares
|
$249,673
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
5,077
shares
|
$249,280
0.02% of portfolio
|
Q1 2025
Reduced 7.91%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
5,069
shares
|
$248,887
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
5,063
shares
|
$248,593
0.42% of portfolio
|
Q2 2022
Reduced 61.67%
|
|
|
Moneywise, Inc.
|
Apr 22, 2025 Q1 2025 |
5,036
shares
|
$247,267
0.14% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
4,980
shares
|
$244,518
0.01% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Apr 09, 2025 Q1 2025 |
4,966
shares
|
$243,830
0.12% of portfolio
|
Q1 2025
Reduced 26.1%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
4,935
shares
|
$242,308
0.01% of portfolio
|
Q1 2025
Reduced 5.08%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
4,935
shares
|
$242,308
0.02% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
4,925
shares
|
$241,817
0.02% of portfolio
|
Q1 2025
Reduced 9.7%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
4,861
shares
|
$238,675
0.22% of portfolio
|
Q1 2023
Added 2.53%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
4,812
shares
|
$236,269
0.15% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
4,800
shares
|
$235,680
0.16% of portfolio
|
Q1 2023
Reduced 23.81%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
4,781
shares
|
$234,747
0.03% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
4,705
shares
|
$231,015
0.04% of portfolio
|
Q2 2023
Added 0.06%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
4,638
shares
|
$227,725
0.02% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
May 06, 2025 Q1 2025 |
4,634
shares
|
$227,529
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Apr 23, 2025 Q1 2025 |
4,598
shares
|
$225,761
0.12% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
4,584
shares
|
$225,074
0.02% of portfolio
|
Q1 2025
Reduced 37.71%
|
|
|
Genesee Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
4,562
shares
|
$223,994
0.12% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
4,502
shares
|
$221,048
0.01% of portfolio
|
Q4 2023
Reduced 4.48%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
4,433
shares
|
$217,660
0.03% of portfolio
|
Q1 2025
New holding
|