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 457 institutions that hold shares in the stock, with a total of 82.8 Million shares, which have been reported (via 13F filing form) to have a value of $4.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jul 17, 2025 Q2 2025 |
127,903
shares
|
$6.34 Million
2.93% of portfolio
|
Q2 2025
Added 7.52%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
127,647
shares
|
$6.32 Million
0.22% of portfolio
|
Q1 2025
Reduced 57.46%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
Aug 12, 2025 Q2 2025 |
126,722
shares
|
$6.28 Million
5.31% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
126,516
shares
|
$6.27 Million
0.09% of portfolio
|
Q2 2025
Reduced 7.11%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
123,211
shares
|
$6.1 Million
0.63% of portfolio
|
Q2 2025
Reduced 36.68%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
121,814
shares
|
$6.03 Million
0.14% of portfolio
|
Q2 2025
Reduced 28.8%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jul 17, 2025 Q2 2025 |
117,644
shares
|
$5.83 Million
2.73% of portfolio
|
Q2 2025
New holding
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
115,777
shares
|
$5.74 Million
1.9% of portfolio
|
Q2 2025
Added 3.58%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Jul 15, 2025 Q2 2025 |
115,343
shares
|
$5.71 Million
3.15% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
115,143
shares
|
$5.7 Million
0.08% of portfolio
|
Q2 2025
Reduced 17.06%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
111,893
shares
|
$5.54 Million
1.68% of portfolio
|
Q2 2025
Added 13.53%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
May 12, 2025 Q1 2025 |
107,889
shares
|
$5.34 Million
1.37% of portfolio
|
Q1 2025
Added 15.03%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Aug 07, 2025 Q2 2025 |
105,213
shares
|
$5.21 Million
2.0% of portfolio
|
Q2 2025
Added 7.26%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
103,587
shares
|
$5.13 Million
0.45% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
103,362
shares
|
$5.12 Million
0.17% of portfolio
|
Q1 2025
Added 7.76%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Jul 23, 2025 Q2 2025 |
103,255
shares
|
$5.12 Million
4.26% of portfolio
|
Q2 2025
Reduced 42.29%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
94,601
shares
|
$4.69 Million
1.02% of portfolio
|
Q3 2022
Reduced 2.79%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
93,815
shares
|
$4.65 Million
0.15% of portfolio
|
Q2 2025
Reduced 33.91%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
93,797
shares
|
$4.65 Million
0.12% of portfolio
|
Q2 2025
Reduced 40.17%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
93,437
shares
|
$4.63 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
93,302
shares
|
$4.62 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
90,215
shares
|
$4.47 Million
0.13% of portfolio
|
Q2 2025
Reduced 26.84%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
89,768
shares
|
$4.45 Million
0.06% of portfolio
|
Q1 2025
Added 13.54%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
88,080
shares
|
$4.36 Million
0.71% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
86,876
shares
|
$4.3 Million
0.13% of portfolio
|
Q4 2024
Added 4.78%
|