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 457 institutions that hold shares in the stock, with a total of 82.8 Million shares, which have been reported (via 13F filing form) to have a value of $4.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prism Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
263,224
shares
|
$13 Million
3.8% of portfolio
|
Q2 2025
Reduced 7.57%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
262,879
shares
|
$13 Million
0.02% of portfolio
|
Q1 2025
Added 6.2%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
261,446
shares
|
$13 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
261,445
shares
|
$13 Million
0.07% of portfolio
|
Q2 2025
Reduced 44.96%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
255,496
shares
|
$12.7 Million
2.65% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
252,052
shares
|
$12.5 Million
0.03% of portfolio
|
Q2 2025
Added 11.44%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
250,800
shares
|
$12.4 Million
0.02% of portfolio
|
Q2 2025
Reduced 22.64%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 08, 2025 Q2 2025 |
249,853
shares
|
$12.4 Million
0.03% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Long Run Wealth Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
249,146
shares
|
$12.3 Million
2.86% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
247,518
shares
|
$12.3 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
246,936
shares
|
$12.2 Million
1.68% of portfolio
|
Q3 2024
Reduced 9.53%
|
|
|
Weitzel Financial Services, Inc.
|
Aug 12, 2025 Q2 2025 |
236,607
shares
|
$11.7 Million
5.01% of portfolio
|
Q2 2025
Reduced 6.39%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
235,597
shares
|
$11.7 Million
0.06% of portfolio
|
Q1 2025
Added 23.08%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
228,730
shares
|
$11.3 Million
2.53% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
224,226
shares
|
$11.1 Million
0.34% of portfolio
|
Q2 2025
Added 32.41%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
221,383
shares
|
$11 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
216,611
shares
|
$10.7 Million
3.01% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
211,028
shares
|
$10.5 Million
5.24% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
First International Bank & Trust
Watford City, ND |
Jul 08, 2025 Q2 2025 |
210,826
shares
|
$10.4 Million
3.62% of portfolio
|
Q2 2025
Reduced 5.58%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
204,037
shares
|
$10.1 Million
0.03% of portfolio
|
Q1 2025
Added 6.78%
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
203,702
shares
|
$10.1 Million
3.4% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jul 08, 2025 Q2 2025 |
199,464
shares
|
$9.88 Million
4.66% of portfolio
|
Q2 2025
Reduced 5.63%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
195,228
shares
|
$9.67 Million
0.83% of portfolio
|
Q3 2022
Reduced 5.75%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
194,782
shares
|
$9.65 Million
1.85% of portfolio
|
Q2 2025
Reduced 4.11%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
193,195
shares
|
$9.57 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.57%
|