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 419 institutions that hold shares in the stock, with a total of 70.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
109,044
shares
|
$5.32 Million
0.02% of portfolio
|
Q3 2024
Added 132.49%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Oct 22, 2024 Q3 2024 |
105,975
shares
|
$5.17 Million
3.09% of portfolio
|
Q3 2024
Added 48.04%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 12, 2024 Q3 2024 |
104,113
shares
|
$5.08 Million
2.88% of portfolio
|
Q3 2024
Added 6.85%
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
99,165
shares
|
$4.84 Million
0.86% of portfolio
|
Q3 2024
New holding
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
94,601
shares
|
$4.61 Million
1.02% of portfolio
|
Q3 2022
Reduced 2.79%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Oct 18, 2024 Q3 2024 |
94,493
shares
|
$4.61 Million
2.07% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
94,410
shares
|
$4.6 Million
0.52% of portfolio
|
Q3 2024
Added 30.79%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
93,916
shares
|
$4.58 Million
0.14% of portfolio
|
Q3 2024
Added 6.21%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Oct 17, 2024 Q3 2024 |
91,457
shares
|
$4.46 Million
2.65% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 30, 2024 Q3 2024 |
89,292
shares
|
$4.35 Million
0.8% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
82,912
shares
|
$4.04 Million
0.13% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
81,369
shares
|
$3.97 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Oct 15, 2024 Q3 2024 |
80,476
shares
|
$3.92 Million
2.85% of portfolio
|
Q3 2024
Added 10.77%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
79,926
shares
|
$3.9 Million
1.14% of portfolio
|
Q2 2022
Added 8.86%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
77,418
shares
|
$3.78 Million
0.2% of portfolio
|
Q3 2024
Added 81.73%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
77,065
shares
|
$3.76 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
76,720
shares
|
$3.74 Million
1.12% of portfolio
|
Q3 2024
Added 27.91%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
69,784
shares
|
$3.4 Million
0.05% of portfolio
|
Q3 2024
Added 1308.92%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
69,127
shares
|
$3.37 Million
0.04% of portfolio
|
Q3 2024
Reduced 75.47%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
69,003
shares
|
$3.37 Million
0.07% of portfolio
|
Q2 2024
Added 6.32%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
68,028
shares
|
$3.32 Million
1.32% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
65,197
shares
|
$3.18 Million
0.13% of portfolio
|
Q2 2020
Reduced 67.02%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
64,388
shares
|
$3.14 Million
0.44% of portfolio
|
Q3 2024
Added 4.01%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
63,341
shares
|
$3.09 Million
0.05% of portfolio
|
Q2 2024
Reduced 3.15%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
63,185
shares
|
$3.08 Million
0.2% of portfolio
|
Q3 2024
Added 12.61%
|