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 417 institutions that hold shares in the stock, with a total of 66.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.28 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Midwest Financial Group LLC
Overland Park, KS |
Jul 16, 2024 Q2 2024 |
90,519
shares
|
$4.47 Million
2.77% of portfolio
|
Q2 2024
Added 2.6%
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 17, 2024 Q2 2024 |
88,484
shares
|
$4.37 Million
0.84% of portfolio
|
Q2 2024
Added 100.25%
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
88,427
shares
|
$4.37 Million
0.13% of portfolio
|
Q2 2024
Reduced 0.93%
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 12, 2024 Q2 2024 |
86,988
shares
|
$4.3 Million
0.19% of portfolio
|
Q2 2024
Added 342.53%
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jul 29, 2024 Q2 2024 |
83,899
shares
|
$4.14 Million
0.07% of portfolio
|
Q2 2024
Added 3.27%
|
|
Boston Financial Mangement LLC
Boston, MA |
Jul 29, 2024 Q2 2024 |
79,280
shares
|
$3.92 Million
0.12% of portfolio
|
Q2 2024
Added 16.12%
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Jul 31, 2024 Q2 2024 |
75,457
shares
|
$3.73 Million
1.14% of portfolio
|
Q3 2023
Reduced 3.97%
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Aug 13, 2024 Q2 2024 |
72,652
shares
|
$3.59 Million
2.66% of portfolio
|
Q2 2024
New holding
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 12, 2024 Q2 2024 |
72,184
shares
|
$3.57 Million
0.55% of portfolio
|
Q2 2024
Reduced 0.05%
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jul 16, 2024 Q2 2024 |
71,583
shares
|
$3.54 Million
2.02% of portfolio
|
Q2 2024
Added 33.54%
|
|
Financial Advocates Investment Management
Olympia, WA |
Jul 26, 2024 Q2 2024 |
70,452
shares
|
$3.48 Million
0.21% of portfolio
|
Q2 2024
Reduced 72.97%
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
69,003
shares
|
$3.41 Million
0.07% of portfolio
|
Q2 2024
Added 6.32%
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Jul 10, 2024 Q2 2024 |
66,198
shares
|
$3.27 Million
2.4% of portfolio
|
Q2 2024
Added 1.11%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
65,197
shares
|
$3.22 Million
0.13% of portfolio
|
Q2 2020
Reduced 67.02%
|
|
Treynor Bancshares, Inc.
|
Aug 14, 2024 Q2 2024 |
63,918
shares
|
$3.16 Million
3.56% of portfolio
|
Q2 2024
Added 9.03%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
63,341
shares
|
$3.13 Million
0.05% of portfolio
|
Q2 2024
Reduced 3.15%
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
63,044
shares
|
$3.11 Million
0.25% of portfolio
|
Q2 2024
Added 5.1%
|
|
Keystone Wealth Services, LLC
|
Jul 12, 2024 Q2 2024 |
61,916
shares
|
$3.06 Million
1.0% of portfolio
|
Q2 2024
Added 2.05%
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2024 Q2 2024 |
61,908
shares
|
$3.06 Million
0.48% of portfolio
|
Q2 2024
New holding
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2024 Q2 2024 |
59,981
shares
|
$2.96 Million
0.83% of portfolio
|
Q2 2024
Reduced 0.19%
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2024 Q2 2024 |
58,397
shares
|
$2.88 Million
0.5% of portfolio
|
Q2 2024
Reduced 1.54%
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 30, 2024 Q2 2024 |
57,150
shares
|
$2.82 Million
0.33% of portfolio
|
Q2 2024
Reduced 2.32%
|
|
Friedenthal Financial
|
Jul 16, 2024 Q2 2024 |
56,639
shares
|
$2.8 Million
1.88% of portfolio
|
Q2 2024
Reduced 59.96%
|
|
Good Life Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
56,111
shares
|
$2.77 Million
0.23% of portfolio
|
Q2 2024
Added 0.6%
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
55,475
shares
|
$2.74 Million
0.08% of portfolio
|
Q2 2024
Added 222.53%
|