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 |
---|---|---|---|---|---|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
227,234
shares
|
$10.9 Million
0.08% of portfolio
|
Q1 2024
Reduced 15.49%
|
|
Sweet Financial Partners, LLC
|
Apr 23, 2024 Q1 2024 |
226,722
shares
|
$10.9 Million
2.61% of portfolio
|
Q1 2024
New holding
|
|
Kestra Private Wealth Services, LLC
|
May 02, 2024 Q1 2024 |
224,364
shares
|
$10.8 Million
0.25% of portfolio
|
Q1 2024
Reduced 11.52%
|
|
Aaron Wealth Advisors LLC
|
Apr 25, 2024 Q1 2024 |
216,968
shares
|
$10.4 Million
1.51% of portfolio
|
Q1 2024
Reduced 18.83%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
May 14, 2024 Q1 2024 |
210,320
shares
|
$10.1 Million
0.42% of portfolio
|
Q1 2024
Added 5.94%
|
|
Ewg Elevate Inc.
|
Apr 09, 2024 Q1 2024 |
209,050
shares
|
$10 Million
3.92% of portfolio
|
Q1 2024
Added 5.24%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
195,941
shares
|
$9.41 Million
0.41% of portfolio
|
Q4 2023
Added 19.47%
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
195,228
shares
|
$9.38 Million
0.83% of portfolio
|
Q3 2022
Reduced 5.75%
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
192,885
shares
|
$9.27 Million
0.08% of portfolio
|
Q1 2024
Reduced 4.17%
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
191,888
shares
|
$9.22 Million
3.66% of portfolio
|
Q3 2023
Reduced 3.11%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 09, 2024 Q1 2024 |
189,900
shares
|
$9.12 Million
0.24% of portfolio
|
Q1 2024
Reduced 6.03%
|
|
Miracle Mile Advisors, LLC
|
Apr 18, 2024 Q1 2024 |
189,058
shares
|
$9.08 Million
0.23% of portfolio
|
Q1 2024
Added 16.35%
|
|
Prospera Financial Services Inc
|
Feb 14, 2024 Q4 2023 |
187,257
shares
|
$9 Million
0.3% of portfolio
|
Q4 2023
Added 125.89%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
179,244
shares
|
$8.61 Million
0.04% of portfolio
|
Q1 2024
Reduced 8.91%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
May 06, 2024 Q1 2024 |
177,567
shares
|
$8.53 Million
0.03% of portfolio
|
Q1 2024
Reduced 2.65%
|
|
Atwood & Palmer Inc
|
Apr 10, 2024 Q1 2024 |
175,740
shares
|
$8.44 Million
0.65% of portfolio
|
Q1 2024
Added 2025.03%
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2024 Q1 2024 |
174,907
shares
|
$8.4 Million
1.81% of portfolio
|
Q1 2024
Reduced 16.68%
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
171,415
shares
|
$8.24 Million
0.04% of portfolio
|
Q1 2024
Added 6.86%
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2024 Q1 2024 |
168,822
shares
|
$8.11 Million
0.26% of portfolio
|
Q1 2024
Added 78.41%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
167,253
shares
|
$8.04 Million
0.07% of portfolio
|
Q1 2024
Added 23.81%
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 15, 2024 Q1 2024 |
167,219
shares
|
$8.03 Million
5.35% of portfolio
|
Q1 2024
Added 9.62%
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
159,628
shares
|
$7.67 Million
3.39% of portfolio
|
Q1 2024
Added 1.02%
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
158,767
shares
|
$7.63 Million
4.95% of portfolio
|
Q1 2023
Reduced 4.56%
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
May 08, 2024 Q1 2024 |
152,230
shares
|
$7.31 Million
1.48% of portfolio
|
Q1 2024
Reduced 14.96%
|
|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
148,068
shares
|
$7.11 Million
0.12% of portfolio
|
Q1 2024
Reduced 4.35%
|