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 419 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 $3.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 31, 2024 Q3 2024 |
442,405
shares
|
$21.6 Million
3.84% of portfolio
|
Q3 2024
Added 87.39%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
441,310
shares
|
$21.5 Million
7.3% of portfolio
|
Q3 2024
Added 2695.4%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
440,417
shares
|
$21.5 Million
0.32% of portfolio
|
Q3 2024
Added 11.56%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
424,638
shares
|
$20.7 Million
2.95% of portfolio
|
Q3 2024
Added 53.91%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
388,953
shares
|
$19 Million
0.04% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
382,949
shares
|
$18.7 Million
0.04% of portfolio
|
Q3 2024
Added 24.41%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
362,159
shares
|
$17.7 Million
1.81% of portfolio
|
Q3 2024
Added 6.69%
|
|
|
Searcy Financial Services Inc
|
Oct 15, 2024 Q3 2024 |
358,508
shares
|
$17.5 Million
8.39% of portfolio
|
Q3 2024
Reduced 8.05%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2024 Q3 2024 |
358,401
shares
|
$17.5 Million
7.69% of portfolio
|
Q3 2024
Added 64.37%
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
353,064
shares
|
$17.2 Million
2.48% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
349,475
shares
|
$17 Million
0.03% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
323,782
shares
|
$15.8 Million
0.58% of portfolio
|
Q3 2024
Added 38.93%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
318,047
shares
|
$15.5 Million
0.5% of portfolio
|
Q3 2024
Added 18.63%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
313,017
shares
|
$15.3 Million
1.42% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Tl Private Wealth
|
Oct 08, 2024 Q3 2024 |
305,513
shares
|
$14.9 Million
6.7% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Prism Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
279,833
shares
|
$13.6 Million
3.98% of portfolio
|
Q3 2024
Added 6.73%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
279,508
shares
|
$13.6 Million
0.75% of portfolio
|
Q3 2024
Reduced 5.53%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
272,197
shares
|
$13.3 Million
0.25% of portfolio
|
Q3 2024
Added 24.21%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 17, 2024 Q3 2024 |
269,000
shares
|
$13.1 Million
1.6% of portfolio
|
Q3 2024
Added 25.18%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
265,611
shares
|
$13 Million
0.09% of portfolio
|
Q3 2024
Added 8.7%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
259,051
shares
|
$12.6 Million
2.63% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
258,307
shares
|
$12.6 Million
0.02% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
255,927
shares
|
$12.5 Million
0.16% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
255,336
shares
|
$12.5 Million
0.04% of portfolio
|
Q3 2024
Added 10.85%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
255,230
shares
|
$12.4 Million
0.28% of portfolio
|
Q3 2024
Added 34.37%
|