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 |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
475,013
shares
|
$23.3 Million
0.15% of portfolio
|
Q1 2025
Added 4.61%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
468,274
shares
|
$23 Million
0.08% of portfolio
|
Q1 2025
Added 3.82%
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
455,210
shares
|
$22.4 Million
5.78% of portfolio
|
Q4 2024
Added 3.15%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
455,173
shares
|
$22.3 Million
0.7% of portfolio
|
Q1 2025
Added 37.3%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
437,877
shares
|
$21.5 Million
0.35% of portfolio
|
Q1 2025
Reduced 5.9%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
May 12, 2025 Q1 2025 |
435,570
shares
|
$21.4 Million
2.41% of portfolio
|
Q4 2024
Reduced 6.66%
|
|
|
Inspirion Wealth Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
412,258
shares
|
$20.2 Million
2.84% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
404,605
shares
|
$19.9 Million
0.04% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Searcy Financial Services Inc
|
Apr 17, 2025 Q1 2025 |
390,292
shares
|
$19.2 Million
8.33% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
371,549
shares
|
$18.2 Million
0.28% of portfolio
|
Q1 2025
Reduced 6.89%
|
|
|
Aaron Wealth Advisors LLC
|
Apr 28, 2025 Q1 2025 |
352,416
shares
|
$17.3 Million
2.01% of portfolio
|
Q1 2025
Added 39.15%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
345,422
shares
|
$17 Million
0.07% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
American Financial Advisors, LLC
|
May 01, 2025 Q1 2025 |
343,686
shares
|
$16.9 Million
2.57% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
312,915
shares
|
$15.4 Million
1.57% of portfolio
|
Q4 2024
Reduced 13.6%
|
|
|
Atwood & Palmer Inc
|
Apr 15, 2025 Q1 2025 |
310,145
shares
|
$15.2 Million
1.08% of portfolio
|
Q1 2025
Added 14.93%
|
|
|
Clifford Swan Investment Counsel LLC
|
May 05, 2025 Q1 2025 |
308,919
shares
|
$15.2 Million
0.58% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
307,968
shares
|
$15.1 Million
0.26% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Apr 17, 2025 Q1 2025 |
306,728
shares
|
$15.1 Million
4.14% of portfolio
|
Q1 2025
Added 26.76%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
303,446
shares
|
$14.9 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
London & Capital Asset Management LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
303,024
shares
|
$14.9 Million
1.28% of portfolio
|
Q4 2024
New holding
|
|
|
Tl Private Wealth
|
Apr 09, 2025 Q1 2025 |
302,475
shares
|
$14.9 Million
6.75% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
300,098
shares
|
$14.7 Million
0.4% of portfolio
|
Q1 2025
Added 139.02%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
May 05, 2025 Q1 2025 |
299,089
shares
|
$14.7 Million
0.82% of portfolio
|
Q1 2025
Added 7.93%
|
|
|
Petix & Botte CO
|
May 13, 2025 Q1 2025 |
295,219
shares
|
$14.5 Million
3.94% of portfolio
|
Q1 2025
Reduced 14.78%
|
|
|
Prism Advisors, Inc.
|
May 01, 2025 Q1 2025 |
284,791
shares
|
$14 Million
4.34% of portfolio
|
Q1 2025
Reduced 0.24%
|