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 |
|---|---|---|---|---|---|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
279,039
shares
|
$13.7 Million
2.85% of portfolio
|
Q1 2025
Added 134.16%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
269,791
shares
|
$13.2 Million
0.16% of portfolio
|
Q4 2024
Added 5.42%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
268,362
shares
|
$13.2 Million
0.08% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
267,597
shares
|
$13.1 Million
0.02% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
267,144
shares
|
$13.1 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
255,496
shares
|
$12.5 Million
2.65% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Weitzel Financial Services, Inc.
|
Feb 14, 2025 Q4 2024 |
252,769
shares
|
$12.4 Million
5.83% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
252,445
shares
|
$12.4 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
247,528
shares
|
$12.2 Million
0.02% of portfolio
|
Q4 2024
Added 1067.97%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
246,936
shares
|
$12.1 Million
1.68% of portfolio
|
Q3 2024
Reduced 9.53%
|
|
|
Long Run Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
240,039
shares
|
$11.8 Million
2.7% of portfolio
|
Q1 2025
Added 6.32%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
228,730
shares
|
$11.2 Million
2.53% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
227,700
shares
|
$11.2 Million
0.02% of portfolio
|
Q4 2024
Added 46.71%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
227,406
shares
|
$11.2 Million
0.03% of portfolio
|
Q1 2025
Reduced 24.07%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
226,186
shares
|
$11.1 Million
0.03% of portfolio
|
Q1 2025
Added 12.99%
|
|
|
First International Bank & Trust
Watford City, ND |
May 12, 2025 Q1 2025 |
223,285
shares
|
$11 Million
3.48% of portfolio
|
Q1 2025
Added 5.83%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
216,611
shares
|
$10.6 Million
3.01% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
216,430
shares
|
$10.6 Million
5.63% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Apr 10, 2025 Q1 2025 |
211,367
shares
|
$10.4 Million
5.66% of portfolio
|
Q1 2025
Added 5.07%
|
|
|
Ewg Elevate Inc.
|
Apr 09, 2025 Q1 2025 |
204,022
shares
|
$10 Million
4.21% of portfolio
|
Q1 2025
Reduced 10.74%
|
|
|
Secure Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
203,138
shares
|
$9.97 Million
2.09% of portfolio
|
Q1 2025
Added 69.19%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
198,207
shares
|
$9.73 Million
0.21% of portfolio
|
Q1 2025
Reduced 13.3%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
196,423
shares
|
$9.64 Million
0.41% of portfolio
|
Q1 2025
Reduced 4.96%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
195,228
shares
|
$9.59 Million
0.83% of portfolio
|
Q3 2022
Reduced 5.75%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
194,589
shares
|
$9.55 Million
1.06% of portfolio
|
Q1 2025
Reduced 29.95%
|