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 418 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 $3.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
251,848
shares
|
$12.2 Million
0.08% of portfolio
|
Q3 2024
Added 21.06%
|
|
|
Weitzel Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
249,415
shares
|
$12.1 Million
5.76% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
248,719
shares
|
$12.1 Million
1.44% of portfolio
|
Q3 2024
Added 140.98%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
246,936
shares
|
$12 Million
1.68% of portfolio
|
Q3 2024
Reduced 9.53%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
243,998
shares
|
$11.9 Million
0.27% of portfolio
|
Q3 2024
Added 449.26%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
232,921
shares
|
$11.3 Million
0.07% of portfolio
|
Q3 2024
Added 7.48%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Oct 22, 2024 Q3 2024 |
230,435
shares
|
$11.2 Million
8.28% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
228,730
shares
|
$11.1 Million
2.53% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
228,455
shares
|
$11.1 Million
0.78% of portfolio
|
Q3 2024
Added 8.42%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
220,618
shares
|
$10.7 Million
2.59% of portfolio
|
Q3 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
216,611
shares
|
$10.5 Million
3.01% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
215,318
shares
|
$10.5 Million
0.47% of portfolio
|
Q3 2024
Added 6.84%
|
|
|
First International Bank & Trust
Watford City, ND |
Oct 04, 2024 Q3 2024 |
195,437
shares
|
$9.5 Million
3.15% of portfolio
|
Q3 2024
New holding
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
195,228
shares
|
$9.49 Million
0.83% of portfolio
|
Q3 2022
Reduced 5.75%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Oct 03, 2024 Q3 2024 |
195,011
shares
|
$9.48 Million
5.36% of portfolio
|
Q3 2024
Added 18.86%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
192,466
shares
|
$9.36 Million
0.05% of portfolio
|
Q3 2024
Reduced 23.35%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
191,888
shares
|
$9.33 Million
3.66% of portfolio
|
Q3 2023
Reduced 3.11%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
189,189
shares
|
$9.2 Million
0.03% of portfolio
|
Q3 2024
Added 16.58%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
180,699
shares
|
$8.79 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.04%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
178,308
shares
|
$8.67 Million
0.04% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
173,883
shares
|
$8.46 Million
0.03% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
173,607
shares
|
$8.44 Million
4.85% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
172,337
shares
|
$8.38 Million
0.26% of portfolio
|
Q3 2024
Added 5.15%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
168,632
shares
|
$8.2 Million
4.3% of portfolio
|
Q3 2024
Added 922.82%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
166,122
shares
|
$8.08 Million
0.12% of portfolio
|
Q3 2024
Added 8.47%
|