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 458 institutions that hold shares in the stock, with a total of 82.1 Million shares, which have been reported (via 13F filing form) to have a value of $4.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
5,299
shares
|
$261,081
0.02% of portfolio
|
Q1 2025
Reduced 29.43%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
5,285
shares
|
$260,391
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Guys Formula LLC
|
Apr 23, 2025 Q1 2025 |
5,237
shares
|
$258,026
0.13% of portfolio
|
Q1 2025
Reduced 13.99%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
5,221
shares
|
$257,238
0.01% of portfolio
|
Q1 2025
Reduced 51.48%
|
|
|
Essex LLC
|
Apr 25, 2025 Q1 2025 |
5,193
shares
|
$255,859
0.06% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Apr 15, 2025 Q1 2025 |
5,191
shares
|
$255,760
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
5,112
shares
|
$251,868
0.05% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
5,102
shares
|
$251,375
0.01% of portfolio
|
Q2 2025
Reduced 74.34%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
5,098
shares
|
$251,178
0.02% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
5,098
shares
|
$251,178
0.01% of portfolio
|
Q1 2025
Reduced 17.84%
|
|
|
Moment Partners, LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
5,096
shares
|
$251,079
0.05% of portfolio
|
Q1 2025
Reduced 8.39%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
5,077
shares
|
$250,143
0.02% of portfolio
|
Q1 2025
Reduced 7.91%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
5,069
shares
|
$249,749
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
5,063
shares
|
$249,454
0.42% of portfolio
|
Q2 2022
Reduced 61.67%
|
|
|
Moneywise, Inc.
|
Apr 22, 2025 Q1 2025 |
5,036
shares
|
$248,123
0.14% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
4,980
shares
|
$245,364
0.01% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
4,935
shares
|
$243,147
0.01% of portfolio
|
Q1 2025
Reduced 5.08%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
4,935
shares
|
$243,147
0.02% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
4,925
shares
|
$242,654
0.02% of portfolio
|
Q1 2025
Reduced 9.7%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
4,904
shares
|
$241,620
0.11% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
4,861
shares
|
$239,501
0.22% of portfolio
|
Q1 2023
Added 2.53%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
4,812
shares
|
$237,087
0.15% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
4,800
shares
|
$236,496
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
|
$235,559
0.03% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
4,638
shares
|
$228,514
0.02% of portfolio
|
Q1 2025
Reduced 1.99%
|