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 |
|---|---|---|---|---|---|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
May 06, 2025 Q1 2025 |
4,634
shares
|
$228,317
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
4,613
shares
|
$227,282
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Apr 23, 2025 Q1 2025 |
4,598
shares
|
$226,543
0.12% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Genesee Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
4,562
shares
|
$224,769
0.12% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
4,527
shares
|
$223,045
0.03% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
4,502
shares
|
$221,813
0.01% of portfolio
|
Q4 2023
Reduced 4.48%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
4,379
shares
|
$215,753
0.02% of portfolio
|
Q1 2025
Added 162.69%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
4,351
shares
|
$214,373
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
4,323
shares
|
$212,994
0.0% of portfolio
|
Q2 2025
Added 15.9%
|
|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
4,264
shares
|
$210,087
0.03% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
May 13, 2025 Q1 2025 |
4,254
shares
|
$209,594
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
4,246
shares
|
$209,200
0.05% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
4,243
shares
|
$209,052
0.08% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
4,226
shares
|
$208,215
0.02% of portfolio
|
Q3 2024
Reduced 62.32%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
4,197
shares
|
$206,786
0.06% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,181
shares
|
$205,997
0.01% of portfolio
|
Q4 2023
Reduced 19.15%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
4,162
shares
|
$205,061
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Apr 28, 2025 Q1 2025 |
4,127
shares
|
$203,337
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
3,973
shares
|
$195,749
0.0% of portfolio
|
Q1 2025
Reduced 43.1%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
3,950
shares
|
$194,616
0.12% of portfolio
|
Q2 2024
Reduced 72.84%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
3,386
shares
|
$166,828
0.0% of portfolio
|
Q1 2025
Reduced 45.18%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
3,220
shares
|
$158,649
0.05% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
3,098
shares
|
$152,638
0.06% of portfolio
|
Q2 2023
Reduced 5.35%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
2,792
shares
|
$137,561
0.01% of portfolio
|
Q4 2024
Added 46.33%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
2,746
shares
|
$135,295
0.01% of portfolio
|
Q4 2024
Added 20.07%
|