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 |
|---|---|---|---|---|---|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
191,888
shares
|
$9.51 Million
3.66% of portfolio
|
Q3 2023
Reduced 3.11%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
188,581
shares
|
$9.34 Million
0.18% of portfolio
|
Q2 2025
Reduced 4.86%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
187,638
shares
|
$9.3 Million
0.1% of portfolio
|
Q1 2025
Added 84.24%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
176,778
shares
|
$8.76 Million
4.43% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
175,600
shares
|
$8.7 Million
1.17% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
172,059
shares
|
$8.52 Million
0.28% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
168,921
shares
|
$8.37 Million
0.0% of portfolio
|
Q1 2025
Added 73.07%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
159,628
shares
|
$7.91 Million
3.39% of portfolio
|
Q1 2024
Added 1.02%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
158,767
shares
|
$7.87 Million
4.95% of portfolio
|
Q1 2023
Reduced 4.56%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
156,777
shares
|
$7.77 Million
0.98% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
153,274
shares
|
$7.59 Million
1.3% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
152,694
shares
|
$7.56 Million
0.01% of portfolio
|
Q2 2025
Added 75.43%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
151,651
shares
|
$7.51 Million
0.4% of portfolio
|
Q2 2025
Reduced 22.79%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
151,083
shares
|
$7.48 Million
0.03% of portfolio
|
Q2 2025
Reduced 20.29%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
148,462
shares
|
$7.35 Million
0.06% of portfolio
|
Q2 2025
Reduced 12.35%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Aug 12, 2025 Q2 2025 |
146,582
shares
|
$7.26 Million
1.56% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
140,857
shares
|
$6.98 Million
0.29% of portfolio
|
Q3 2022
Added 5.22%
|
|
|
Edge Rock Capital LLC
|
Jul 16, 2025 Q2 2025 |
137,391
shares
|
$6.81 Million
2.74% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jul 28, 2025 Q2 2025 |
134,552
shares
|
$6.67 Million
2.54% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
133,821
shares
|
$6.63 Million
0.0% of portfolio
|
Q2 2025
Added 3.78%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Aug 06, 2025 Q2 2025 |
132,430
shares
|
$6.56 Million
5.52% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
131,664
shares
|
$6.52 Million
0.74% of portfolio
|
Q1 2025
Added 26.13%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
131,300
shares
|
$6.5 Million
0.05% of portfolio
|
Q2 2025
Reduced 13.81%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
130,703
shares
|
$6.48 Million
0.7% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
128,132
shares
|
$6.35 Million
0.22% of portfolio
|
Q2 2025
Added 6.07%
|