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 |
|---|---|---|---|---|---|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
138,317
shares
|
$6.79 Million
3.35% of portfolio
|
Q4 2024
Added 32.85%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
136,205
shares
|
$6.69 Million
0.11% of portfolio
|
Q1 2025
Reduced 8.84%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
135,322
shares
|
$6.64 Million
0.79% of portfolio
|
Q1 2025
New holding
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
May 05, 2025 Q1 2025 |
133,530
shares
|
$6.56 Million
2.39% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Apr 29, 2025 Q1 2025 |
133,147
shares
|
$6.54 Million
5.94% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
131,664
shares
|
$6.46 Million
0.74% of portfolio
|
Q1 2025
Added 26.13%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
128,946
shares
|
$6.33 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
127,906
shares
|
$6.28 Million
0.02% of portfolio
|
Q4 2024
Added 6.65%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
124,542
shares
|
$6.12 Million
0.41% of portfolio
|
Q4 2024
Added 711.03%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
May 08, 2025 Q1 2025 |
124,118
shares
|
$6.09 Million
5.75% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
123,318
shares
|
$6.05 Million
0.21% of portfolio
|
Q1 2025
Reduced 66.26%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Apr 15, 2025 Q1 2025 |
118,957
shares
|
$5.84 Million
3.31% of portfolio
|
Q1 2025
Added 4.6%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
113,372
shares
|
$5.57 Million
0.07% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Apr 21, 2025 Q1 2025 |
113,146
shares
|
$5.56 Million
3.45% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Triumph Capital Management
|
May 06, 2025 Q1 2025 |
111,775
shares
|
$5.49 Million
2.02% of portfolio
|
Q1 2025
Added 4.9%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
May 12, 2025 Q1 2025 |
107,889
shares
|
$5.3 Million
1.37% of portfolio
|
Q1 2025
Added 15.03%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
106,550
shares
|
$5.23 Million
1.92% of portfolio
|
Q4 2024
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
106,529
shares
|
$5.23 Million
0.2% of portfolio
|
Q4 2024
Added 37.6%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
103,500
shares
|
$5.08 Million
0.5% of portfolio
|
Q1 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
101,842
shares
|
$5 Million
0.06% of portfolio
|
Q4 2024
Added 364.63%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Feb 10, 2025 Q4 2024 |
100,106
shares
|
$4.92 Million
1.74% of portfolio
|
Q4 2024
Reduced 27.3%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Apr 11, 2025 Q1 2025 |
98,555
shares
|
$4.84 Million
1.59% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Apr 23, 2025 Q1 2025 |
98,095
shares
|
$4.82 Million
2.14% of portfolio
|
Q1 2025
Added 3.87%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
95,917
shares
|
$4.71 Million
0.15% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
94,601
shares
|
$4.64 Million
1.02% of portfolio
|
Q3 2022
Reduced 2.79%
|