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 452 institutions that hold shares in the stock, with a total of 81.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
283
shares
|
$13,895
0.0% of portfolio
|
Q1 2025
Reduced 53.07%
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
279
shares
|
$13,698
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
262
shares
|
$12,864
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
260
shares
|
$12,766
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
255
shares
|
$12,520
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
238
shares
|
$11,685
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
223
shares
|
$10,949
0.0% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
215
shares
|
$10,556
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
207
shares
|
$10,163
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
203
shares
|
$9,967
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
131
shares
|
$6,432
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
115
shares
|
$5,646
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
106
shares
|
$5,204
0.0% of portfolio
|
Q4 2024
Reduced 5.36%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
103
shares
|
$5,057
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
77
shares
|
$3,780
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
May 02, 2025 Q1 2025 |
72
shares
|
$3,535
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
57
shares
|
$2,798
0.0% of portfolio
|
Q4 2024
Reduced 8.06%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
56
shares
|
$2,749
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
56
shares
|
$2,749
0.0% of portfolio
|
Q4 2022
Reduced 91.41%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
37
shares
|
$1,816
0.0% of portfolio
|
Q1 2024
Reduced 99.64%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
35
shares
|
$1,718
0.0% of portfolio
|
Q1 2025
Reduced 95.43%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
35
shares
|
$1,718
0.0% of portfolio
|
Q1 2025
Reduced 5.41%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
24
shares
|
$1,178
0.0% of portfolio
|
Q1 2025
Reduced 84.21%
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
May 12, 2025 Q1 2025 |
8
shares
|
$392
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|