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 |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
4,379
shares
|
$215,008
0.02% of portfolio
|
Q1 2025
Added 162.69%
|
|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
4,264
shares
|
$209,362
0.03% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
May 13, 2025 Q1 2025 |
4,254
shares
|
$208,871
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
4,246
shares
|
$208,478
0.05% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
4,243
shares
|
$208,331
0.08% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
4,226
shares
|
$207,496
0.02% of portfolio
|
Q3 2024
Reduced 62.32%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
4,197
shares
|
$206,072
0.06% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,181
shares
|
$205,287
0.01% of portfolio
|
Q4 2023
Reduced 19.15%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
4,162
shares
|
$204,354
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Apr 28, 2025 Q1 2025 |
4,127
shares
|
$202,635
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
3,973
shares
|
$195,074
0.0% of portfolio
|
Q1 2025
Reduced 43.1%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
3,950
shares
|
$193,945
0.12% of portfolio
|
Q2 2024
Reduced 72.84%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
3,730
shares
|
$183,143
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
3,386
shares
|
$166,252
0.0% of portfolio
|
Q1 2025
Reduced 45.18%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
3,220
shares
|
$158,102
0.05% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
3,098
shares
|
$152,111
0.06% of portfolio
|
Q2 2023
Reduced 5.35%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
2,792
shares
|
$137,087
0.01% of portfolio
|
Q4 2024
Added 46.33%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
2,746
shares
|
$134,828
0.01% of portfolio
|
Q4 2024
Added 20.07%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
2,609
shares
|
$128,101
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
2,536
shares
|
$124,517
0.05% of portfolio
|
Q1 2025
Added 6.06%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
1,900
shares
|
$93,290
0.04% of portfolio
|
Q4 2023
Reduced 17.39%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
1,844
shares
|
$90,540
0.04% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
1,773
shares
|
$87,054
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
1,763
shares
|
$86,563
0.03% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,679
shares
|
$82,438
0.07% of portfolio
|
Q4 2024
Reduced 3.0%
|