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 |
|---|---|---|---|---|---|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
1,397
shares
|
$67,936
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
1,367
shares
|
$66,477
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
1,298
shares
|
$63,121
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
1,283
shares
|
$62,392
0.02% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,235
shares
|
$60,058
0.01% of portfolio
|
Q3 2024
Reduced 30.03%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
1,199
shares
|
$58,307
0.0% of portfolio
|
Q1 2023
Added 119800.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
1,159
shares
|
$56,362
0.01% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
1,004
shares
|
$48,824
0.02% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
903
shares
|
$43,912
0.02% of portfolio
|
Q3 2024
Reduced 33.51%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
825
shares
|
$40,119
0.0% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
825
shares
|
$40,119
0.0% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
725
shares
|
$35,256
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
631
shares
|
$30,685
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
605
shares
|
$29,421
0.01% of portfolio
|
Q2 2024
Reduced 14.31%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
583
shares
|
$28,351
0.0% of portfolio
|
Q3 2022
Reduced 31.01%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
573
shares
|
$27,864
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
505
shares
|
$24,558
0.0% of portfolio
|
Q1 2024
Reduced 16.8%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
500
shares
|
$24,315
0.04% of portfolio
|
Q3 2021
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
400
shares
|
$19,452
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
343
shares
|
$16,680
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
340
shares
|
$16,534
0.03% of portfolio
|
Q4 2021
Reduced 43.33%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
335
shares
|
$16,291
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
317
shares
|
$15,415
0.0% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
296
shares
|
$14,394
0.0% of portfolio
|
Q1 2024
Reduced 18.01%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
270
shares
|
$13,130
0.0% of portfolio
|
Q3 2024
New holding
|