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 |
|---|---|---|---|---|---|
|
South State Corp
|
May 12, 2025 Q1 2025 |
1,678
shares
|
$82,389
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
1,622
shares
|
$79,640
0.26% of portfolio
|
Q2 2022
New holding
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
1,419
shares
|
$69,672
0.04% of portfolio
|
Q1 2025
Reduced 46.61%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
1,367
shares
|
$67,119
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,235
shares
|
$60,638
0.01% of portfolio
|
Q3 2024
Reduced 30.03%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
1,211
shares
|
$59,460
0.0% of portfolio
|
Q4 2024
Reduced 26.16%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
1,165
shares
|
$57,201
0.02% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
1,133
shares
|
$55,630
0.02% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
825
shares
|
$40,507
0.0% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
825
shares
|
$40,507
0.0% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
725
shares
|
$35,597
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
683
shares
|
$33,535
0.0% of portfolio
|
Q1 2025
Added 19.2%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
583
shares
|
$28,625
0.0% of portfolio
|
Q3 2022
Reduced 31.01%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
562
shares
|
$27,594
0.03% of portfolio
|
Q1 2025
Reduced 10.08%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
538
shares
|
$26,415
0.0% of portfolio
|
Q1 2025
Reduced 81.31%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
505
shares
|
$24,795
0.0% of portfolio
|
Q1 2024
Reduced 16.8%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
500
shares
|
$24,550
0.04% of portfolio
|
Q3 2021
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
421
shares
|
$20,671
0.01% of portfolio
|
Q1 2025
Added 7.67%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
400
shares
|
$19,640
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
362
shares
|
$17,774
0.0% of portfolio
|
Q4 2024
Added 164.23%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
343
shares
|
$16,841
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
340
shares
|
$16,694
0.03% of portfolio
|
Q4 2021
Reduced 43.33%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
335
shares
|
$16,448
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
299
shares
|
$14,680
0.0% of portfolio
|
Q1 2025
Added 5.28%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
283
shares
|
$13,895
0.0% of portfolio
|
Q1 2025
Reduced 53.07%
|