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 459 institutions that hold shares in the stock, with a total of 82.8 Million shares, which have been reported (via 13F filing form) to have a value of $4.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
453,087
shares
|
$22.4 Million
1.92% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
445,675
shares
|
$22 Million
0.07% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
443,337
shares
|
$21.9 Million
0.43% of portfolio
|
Q2 2025
Reduced 13.65%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
441,694
shares
|
$21.8 Million
0.33% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
422,450
shares
|
$20.9 Million
2.86% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
404,605
shares
|
$20 Million
0.04% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Searcy Financial Services Inc
|
Jul 09, 2025 Q2 2025 |
395,350
shares
|
$19.5 Million
7.92% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jul 14, 2025 Q2 2025 |
369,039
shares
|
$18.2 Million
2.99% of portfolio
|
Q2 2025
Reduced 25.76%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
363,206
shares
|
$17.9 Million
0.29% of portfolio
|
Q2 2025
Added 104.02%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
357,186
shares
|
$17.6 Million
1.82% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
345,385
shares
|
$17.1 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
344,472
shares
|
$17 Million
0.24% of portfolio
|
Q2 2025
Reduced 7.29%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
341,217
shares
|
$16.9 Million
2.47% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
333,039
shares
|
$16.5 Million
0.25% of portfolio
|
Q2 2025
Added 8.14%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
324,200
shares
|
$16 Million
0.03% of portfolio
|
Q1 2025
Added 42.38%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
321,449
shares
|
$15.9 Million
0.09% of portfolio
|
Q2 2025
Added 5.93%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
312,260
shares
|
$15.4 Million
3.82% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
311,174
shares
|
$15.4 Million
0.19% of portfolio
|
Q1 2025
Added 15.34%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
310,700
shares
|
$15.4 Million
1.47% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
307,531
shares
|
$15.2 Million
2.86% of portfolio
|
Q2 2025
Added 10.21%
|
|
|
Clifford Swan Investment Counsel LLC
|
Jul 30, 2025 Q2 2025 |
306,127
shares
|
$15.1 Million
0.56% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Aug 05, 2025 Q2 2025 |
299,341
shares
|
$14.8 Million
0.76% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Tl Private Wealth
|
Jul 08, 2025 Q2 2025 |
298,480
shares
|
$14.7 Million
6.12% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
289,409
shares
|
$14.3 Million
0.09% of portfolio
|
Q1 2025
Added 7.84%
|
|
|
Petix & Botte CO
|
Aug 08, 2025 Q2 2025 |
277,213
shares
|
$13.7 Million
3.47% of portfolio
|
Q2 2025
Reduced 6.1%
|