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 394 institutions that hold shares in the stock, with a total of 65.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.16 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
350,875
shares
|
$16.9 Million
0.04% of portfolio
|
Q1 2024
Reduced 1.79%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
344,012
shares
|
$16.5 Million
0.03% of portfolio
|
Q1 2024
Reduced 13.02%
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
May 06, 2024 Q1 2024 |
316,106
shares
|
$15.2 Million
0.9% of portfolio
|
Q1 2024
Reduced 3.17%
|
|
Td Capital Management LLC
Memphis, TN |
May 13, 2024 Q1 2024 |
308,597
shares
|
$14.8 Million
1.6% of portfolio
|
Q1 2024
Added 2.42%
|
|
Tl Private Wealth
|
Apr 10, 2024 Q1 2024 |
304,795
shares
|
$14.6 Million
7.22% of portfolio
|
Q1 2024
Reduced 1.66%
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
304,570
shares
|
$14.6 Million
0.04% of portfolio
|
Q1 2024
Added 42.37%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
293,076
shares
|
$14.1 Million
0.1% of portfolio
|
Q1 2024
Reduced 1.72%
|
|
E Rn Financial, LLC
|
Apr 15, 2024 Q1 2024 |
290,236
shares
|
$13.9 Million
2.43% of portfolio
|
Q1 2024
Added 5.72%
|
|
Condor Capital Management
Martinsville, NJ |
May 09, 2024 Q1 2024 |
282,739
shares
|
$13.6 Million
1.36% of portfolio
|
Q1 2024
Added 21.84%
|
|
Inspirion Wealth Advisors, LLC
|
Apr 12, 2024 Q1 2024 |
272,811
shares
|
$13.1 Million
2.18% of portfolio
|
Q1 2024
Reduced 30.75%
|
|
Ae Wealth Management LLC
|
May 15, 2024 Q1 2024 |
268,431
shares
|
$12.9 Million
0.16% of portfolio
|
Q1 2024
Reduced 13.26%
|
|
Financial Planning & Information Services, Inc.
|
May 14, 2024 Q1 2024 |
267,909
shares
|
$12.9 Million
1.94% of portfolio
|
Q1 2024
Reduced 2.23%
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
265,375
shares
|
$12.8 Million
0.04% of portfolio
|
Q1 2024
Added 14.5%
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
265,041
shares
|
$12.7 Million
0.02% of portfolio
|
Q1 2024
Reduced 10.0%
|
|
Financial Advocates Investment Management
Olympia, WA |
May 01, 2024 Q1 2024 |
260,638
shares
|
$12.5 Million
0.73% of portfolio
|
Q1 2024
Added 77.49%
|
|
Clifford Swan Investment Counsel LLC
|
Apr 16, 2024 Q1 2024 |
256,309
shares
|
$12.3 Million
0.46% of portfolio
|
Q1 2024
Added 5.47%
|
|
Weitzel Financial Services, Inc.
|
Apr 10, 2024 Q1 2024 |
256,075
shares
|
$12.3 Million
6.21% of portfolio
|
Q1 2024
Reduced 3.0%
|
|
Tap Consulting, LLC
|
Apr 22, 2024 Q1 2024 |
252,099
shares
|
$12.1 Million
2.72% of portfolio
|
Q1 2024
Reduced 9.3%
|
|
Prism Advisors, Inc.
|
Apr 05, 2024 Q1 2024 |
251,667
shares
|
$12.1 Million
3.65% of portfolio
|
Q1 2024
Added 17.86%
|
|
Stratos Wealth Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
239,027
shares
|
$11.5 Million
0.71% of portfolio
|
Q1 2024
Added 3.33%
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
235,234
shares
|
$11.3 Million
0.55% of portfolio
|
Q4 2023
Reduced 44.53%
|
|
River Tree Advisors, LLC
Winter Park, FL |
Apr 15, 2024 Q1 2024 |
232,924
shares
|
$11.2 Million
8.04% of portfolio
|
Q1 2024
Reduced 1.06%
|
|
Financial Enhancement Group LLC
Anderson, IN |
Apr 15, 2024 Q1 2024 |
232,820
shares
|
$11.2 Million
2.06% of portfolio
|
Q1 2024
Reduced 59.05%
|
|
Darwin Advisors, LLC
|
May 13, 2024 Q1 2024 |
229,924
shares
|
$11 Million
3.19% of portfolio
|
Q1 2024
Reduced 3.71%
|
|
Petix & Botte CO
|
May 03, 2024 Q1 2024 |
227,463
shares
|
$10.9 Million
2.73% of portfolio
|
Q1 2024
Reduced 50.78%
|