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 452 institutions that hold shares in the stock, with a total of 81.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
191,888
shares
|
$9.42 Million
3.66% of portfolio
|
Q3 2023
Reduced 3.11%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
191,422
shares
|
$9.4 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
191,083
shares
|
$9.38 Million
0.03% of portfolio
|
Q4 2024
Added 5.75%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
189,533
shares
|
$9.31 Million
0.04% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Apr 17, 2025 Q1 2025 |
178,920
shares
|
$8.78 Million
6.64% of portfolio
|
Q1 2025
Reduced 20.98%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
178,022
shares
|
$8.74 Million
0.25% of portfolio
|
Q1 2025
Added 5.53%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
173,647
shares
|
$8.53 Million
4.76% of portfolio
|
Q1 2025
Added 6.42%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
171,235
shares
|
$8.41 Million
0.3% of portfolio
|
Q1 2025
Added 7.98%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
169,992
shares
|
$8.35 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.66%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
169,387
shares
|
$8.32 Million
0.08% of portfolio
|
Q1 2025
Added 46.16%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
169,346
shares
|
$8.31 Million
0.27% of portfolio
|
Q1 2025
Added 11.07%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
168,921
shares
|
$8.29 Million
0.0% of portfolio
|
Q1 2025
Added 73.07%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
159,628
shares
|
$7.84 Million
3.39% of portfolio
|
Q1 2024
Added 1.02%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
158,767
shares
|
$7.8 Million
4.95% of portfolio
|
Q1 2023
Reduced 4.56%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
156,767
shares
|
$7.7 Million
0.23% of portfolio
|
Q1 2025
Added 200.3%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
156,525
shares
|
$7.69 Million
1.56% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
Friedenthal Financial
|
Apr 21, 2025 Q1 2025 |
154,097
shares
|
$7.57 Million
5.2% of portfolio
|
Q1 2025
Added 168.39%
|
|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
153,095
shares
|
$7.52 Million
1.02% of portfolio
|
Q1 2025
Added 7.54%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
152,346
shares
|
$7.48 Million
0.06% of portfolio
|
Q1 2025
Added 18.75%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Apr 28, 2025 Q1 2025 |
143,874
shares
|
$7.06 Million
1.73% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
143,657
shares
|
$7.05 Million
1.45% of portfolio
|
Q1 2025
Added 4.63%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
141,946
shares
|
$6.97 Million
0.23% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
140,857
shares
|
$6.92 Million
0.29% of portfolio
|
Q3 2022
Added 5.22%
|
|
|
Edge Rock Capital LLC
|
Apr 15, 2025 Q1 2025 |
140,221
shares
|
$6.88 Million
5.01% of portfolio
|
Q1 2025
Added 4.43%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
138,827
shares
|
$6.82 Million
0.11% of portfolio
|
Q1 2025
Added 139.71%
|