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 |
|---|---|---|---|---|---|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
159,628
shares
|
$7.76 Million
3.39% of portfolio
|
Q1 2024
Added 1.02%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
158,767
shares
|
$7.72 Million
4.95% of portfolio
|
Q1 2023
Reduced 4.56%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
155,200
shares
|
$7.55 Million
0.01% of portfolio
|
Q3 2024
Reduced 48.36%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
152,476
shares
|
$7.41 Million
0.25% of portfolio
|
Q3 2024
Added 10.57%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
151,165
shares
|
$7.35 Million
1.74% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
145,694
shares
|
$7.09 Million
0.27% of portfolio
|
Q3 2024
Added 5.98%
|
|
|
Friedenthal Financial
|
Oct 17, 2024 Q3 2024 |
144,833
shares
|
$7.04 Million
4.7% of portfolio
|
Q3 2024
Added 155.71%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
140,857
shares
|
$6.85 Million
0.29% of portfolio
|
Q3 2022
Added 5.22%
|
|
|
Edge Rock Capital LLC
|
Oct 15, 2024 Q3 2024 |
140,210
shares
|
$6.82 Million
4.98% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
138,648
shares
|
$6.74 Million
1.02% of portfolio
|
Q3 2024
Added 13.39%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Nov 08, 2024 Q3 2024 |
137,704
shares
|
$6.7 Million
2.56% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Oct 24, 2024 Q3 2024 |
135,148
shares
|
$6.57 Million
1.67% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
134,538
shares
|
$6.54 Million
0.07% of portfolio
|
Q3 2024
Added 12.8%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
134,070
shares
|
$6.52 Million
0.27% of portfolio
|
Q3 2024
Added 54.12%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
133,858
shares
|
$6.51 Million
1.31% of portfolio
|
Q3 2024
Added 1936.48%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
130,020
shares
|
$6.32 Million
0.26% of portfolio
|
Q2 2024
Reduced 56.44%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
128,788
shares
|
$6.26 Million
0.05% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
125,157
shares
|
$6.09 Million
0.0% of portfolio
|
Q3 2024
Reduced 55.75%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
123,514
shares
|
$6.01 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.24%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Oct 24, 2024 Q3 2024 |
122,832
shares
|
$5.97 Million
2.84% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
120,296
shares
|
$5.85 Million
1.56% of portfolio
|
Q3 2024
Added 10.23%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
119,925
shares
|
$5.83 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
119,536
shares
|
$5.81 Million
1.22% of portfolio
|
Q3 2024
Reduced 41.42%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
115,408
shares
|
$5.61 Million
0.36% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
110,047
shares
|
$5.35 Million
0.31% of portfolio
|
Q3 2024
Added 56.2%
|