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 418 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 $3.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
4,226
shares
|
$205,510
0.02% of portfolio
|
Q3 2024
Reduced 62.32%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
4,224
shares
|
$205,413
0.09% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
4,198
shares
|
$204,148
0.01% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,181
shares
|
$203,322
0.01% of portfolio
|
Q4 2023
Reduced 19.15%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
4,162
shares
|
$202,398
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 04, 2024 Q3 2024 |
4,107
shares
|
$199,723
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
3,950
shares
|
$192,088
0.12% of portfolio
|
Q2 2024
Reduced 72.84%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
3,701
shares
|
$179,979
0.0% of portfolio
|
Q3 2024
Reduced 38.72%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
3,226
shares
|
$156,880
0.04% of portfolio
|
Q3 2024
Added 23.37%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
3,098
shares
|
$150,655
0.06% of portfolio
|
Q2 2023
Reduced 5.35%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
3,076
shares
|
$149,585
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
3,040
shares
|
$147,835
0.0% of portfolio
|
Q3 2024
Added 5141.38%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
2,860
shares
|
$139,081
0.02% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
2,717
shares
|
$132,127
0.1% of portfolio
|
Q3 2024
Added 6.34%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
2,287
shares
|
$111,216
0.01% of portfolio
|
Q2 2024
Added 1.15%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
2,247
shares
|
$109,271
0.02% of portfolio
|
Q2 2024
Added 25.95%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
1,965
shares
|
$95,557
0.01% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
1,909
shares
|
$92,834
0.04% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
1,900
shares
|
$92,397
0.04% of portfolio
|
Q4 2023
Reduced 17.39%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,731
shares
|
$84,178
0.07% of portfolio
|
Q3 2024
Reduced 89.41%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
1,667
shares
|
$81,066
0.01% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,640
shares
|
$79,753
0.0% of portfolio
|
Q3 2024
Added 22.75%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
1,622
shares
|
$78,877
0.26% of portfolio
|
Q2 2022
New holding
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
1,600
shares
|
$77,808
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
1,543
shares
|
$75,036
0.02% of portfolio
|
Q3 2024
New holding
|