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 |
|---|---|---|---|---|---|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
86,264
shares
|
$4.27 Million
0.27% of portfolio
|
Q1 2025
Reduced 4.69%
|
|
|
Centennial Wealth Advisory LLC
|
Jul 17, 2025 Q2 2025 |
82,836
shares
|
$4.1 Million
1.42% of portfolio
|
Q2 2025
Added 130.97%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
81,655
shares
|
$4.05 Million
1.42% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
81,086
shares
|
$4.02 Million
0.52% of portfolio
|
Q2 2025
Added 40.74%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Aug 04, 2025 Q2 2025 |
80,532
shares
|
$3.99 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
79,913
shares
|
$3.96 Million
1.29% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
77,533
shares
|
$3.84 Million
0.18% of portfolio
|
Q1 2025
Added 77.12%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
77,089
shares
|
$3.82 Million
0.5% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
73,950
shares
|
$3.66 Million
0.19% of portfolio
|
Q2 2025
Reduced 21.91%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
72,790
shares
|
$3.61 Million
0.03% of portfolio
|
Q1 2025
Added 6.77%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
72,344
shares
|
$3.58 Million
0.94% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
71,232
shares
|
$3.53 Million
0.02% of portfolio
|
Q4 2024
Reduced 7.57%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
71,134
shares
|
$3.52 Million
2.53% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Friedenthal Financial
|
Jul 23, 2025 Q2 2025 |
70,053
shares
|
$3.47 Million
2.11% of portfolio
|
Q2 2025
Reduced 54.54%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
69,401
shares
|
$3.44 Million
0.16% of portfolio
|
Q2 2025
Added 264.71%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
May 15, 2025 Q1 2025 |
66,207
shares
|
$3.28 Million
3.44% of portfolio
|
Q1 2025
Added 64.31%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
65,197
shares
|
$3.23 Million
0.13% of portfolio
|
Q2 2020
Reduced 67.02%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
65,000
shares
|
$3.22 Million
0.37% of portfolio
|
Q2 2025
Reduced 23.85%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Jul 07, 2025 Q2 2025 |
64,272
shares
|
$3.18 Million
2.2% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
63,341
shares
|
$3.14 Million
0.05% of portfolio
|
Q2 2024
Reduced 3.15%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
60,981
shares
|
$3.02 Million
0.12% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
60,687
shares
|
$3.01 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
60,368
shares
|
$2.99 Million
0.49% of portfolio
|
Q1 2025
Reduced 20.95%
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
59,859
shares
|
$2.97 Million
1.24% of portfolio
|
Q1 2025
Added 7.69%
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
59,543
shares
|
$2.95 Million
0.42% of portfolio
|
Q2 2025
Added 8.9%
|