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 |
---|---|---|---|---|---|
Friedenthal Financial
|
Apr 25, 2024 Q1 2024 |
141,443
shares
|
$6.8 Million
4.69% of portfolio
|
Q1 2024
Added 180.53%
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
140,857
shares
|
$6.77 Million
0.29% of portfolio
|
Q3 2022
Added 5.22%
|
|
Ssi Investment Management LLC
Los Angeles, CA |
May 14, 2024 Q1 2024 |
139,589
shares
|
$6.71 Million
2.59% of portfolio
|
Q1 2024
Added 0.23%
|
|
Lex Aurum Advisors, LLC
|
Apr 10, 2024 Q1 2024 |
138,883
shares
|
$6.67 Million
1.72% of portfolio
|
Q1 2024
Reduced 1.58%
|
|
Assetmark, Inc
|
May 06, 2024 Q1 2024 |
137,363
shares
|
$6.6 Million
0.02% of portfolio
|
Q1 2024
Added 32.57%
|
|
Edge Rock Capital LLC
|
May 15, 2024 Q1 2024 |
136,047
shares
|
$6.54 Million
5.31% of portfolio
|
Q1 2024
Added 0.21%
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
May 15, 2024 Q1 2024 |
134,125
shares
|
$6.44 Million
1.59% of portfolio
|
Q1 2024
Added 15.79%
|
|
Independent Advisor Alliance
|
May 08, 2024 Q1 2024 |
132,885
shares
|
$6.39 Million
0.23% of portfolio
|
Q1 2024
Added 16.6%
|
|
Tcp Asset Management, LLC
Columbus, OH |
Apr 19, 2024 Q1 2024 |
127,951
shares
|
$6.15 Million
1.75% of portfolio
|
Q1 2024
Added 31.74%
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 13, 2024 Q1 2024 |
126,532
shares
|
$6.08 Million
0.21% of portfolio
|
Q1 2024
Added 7.4%
|
|
Grove Bank & Trust
|
Apr 30, 2024 Q1 2024 |
125,482
shares
|
$6.03 Million
1.02% of portfolio
|
Q1 2024
Added 9.68%
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
121,803
shares
|
$5.85 Million
0.02% of portfolio
|
Q1 2024
Reduced 13.72%
|
|
D.A. Davidson & Co.
|
May 13, 2024 Q1 2024 |
121,801
shares
|
$5.85 Million
0.05% of portfolio
|
Q1 2024
Added 7.5%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
118,241
shares
|
$5.68 Million
0.07% of portfolio
|
Q1 2024
Reduced 6.09%
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Apr 23, 2024 Q1 2024 |
116,702
shares
|
$5.61 Million
2.79% of portfolio
|
Q1 2024
Added 4.7%
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
May 15, 2024 Q1 2024 |
111,555
shares
|
$5.36 Million
3.32% of portfolio
|
Q1 2024
New holding
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 15, 2024 Q1 2024 |
109,834
shares
|
$5.28 Million
0.37% of portfolio
|
Q1 2024
Added 2.65%
|
|
Citigroup Inc
|
May 10, 2024 Q1 2024 |
104,941
shares
|
$5.04 Million
0.0% of portfolio
|
Q1 2024
Added 16.04%
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
94,601
shares
|
$4.55 Million
1.02% of portfolio
|
Q3 2022
Reduced 2.79%
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Apr 29, 2024 Q1 2024 |
94,107
shares
|
$4.52 Million
2.14% of portfolio
|
Q1 2024
Added 1.69%
|
|
Clear Creek Financial Management, LLC
|
Apr 26, 2024 Q1 2024 |
92,979
shares
|
$4.47 Million
0.58% of portfolio
|
Q1 2024
Added 32.31%
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
89,373
shares
|
$4.29 Million
0.06% of portfolio
|
Q1 2024
Reduced 20.09%
|
|
Snowden Capital Advisors LLC
New York, NY |
May 15, 2024 Q1 2024 |
89,259
shares
|
$4.29 Million
0.14% of portfolio
|
Q1 2024
Reduced 20.88%
|
|
Midwest Financial Group LLC
Overland Park, KS |
Apr 11, 2024 Q1 2024 |
88,223
shares
|
$4.24 Million
2.86% of portfolio
|
Q1 2024
Reduced 0.78%
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 01, 2024 Q1 2024 |
81,240
shares
|
$3.9 Million
0.06% of portfolio
|
Q1 2024
Added 3.69%
|