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 |
|---|---|---|---|---|---|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
62,670
shares
|
$3.06 Million
0.92% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Oct 03, 2024 Q3 2024 |
62,265
shares
|
$3.04 Million
2.23% of portfolio
|
Q3 2024
Reduced 5.94%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Nov 04, 2024 Q3 2024 |
60,192
shares
|
$2.94 Million
0.67% of portfolio
|
Q3 2024
Reduced 35.41%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
57,150
shares
|
$2.79 Million
0.36% of portfolio
|
Q2 2024
Reduced 2.32%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
53,175
shares
|
$2.59 Million
0.12% of portfolio
|
Q3 2024
Reduced 51.54%
|
|
|
Brown Financial Advisors
Milford, OH |
Nov 15, 2024 Q3 2024 |
52,883
shares
|
$2.58 Million
1.08% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
52,601
shares
|
$2.57 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 11, 2024 Q3 2024 |
51,938
shares
|
$2.53 Million
1.26% of portfolio
|
Q3 2024
Added 8.39%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
51,006
shares
|
$2.49 Million
0.01% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
49,755
shares
|
$2.43 Million
0.0% of portfolio
|
Q3 2024
Added 2228.26%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
49,043
shares
|
$2.39 Million
0.23% of portfolio
|
Q4 2022
Added 1.91%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
48,529
shares
|
$2.37 Million
0.89% of portfolio
|
Q3 2024
Added 99.53%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
48,498
shares
|
$2.37 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 15, 2024 Q3 2024 |
47,669
shares
|
$2.32 Million
0.45% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
47,108
shares
|
$2.3 Million
0.02% of portfolio
|
Q3 2024
Added 18.05%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
46,585
shares
|
$2.27 Million
0.34% of portfolio
|
Q3 2024
Reduced 5.06%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
46,336
shares
|
$2.26 Million
0.98% of portfolio
|
Q3 2024
Added 21.95%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
45,140
shares
|
$2.2 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
45,000
shares
|
$2.19 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Cottonwood Capital Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
44,970
shares
|
$2.19 Million
1.74% of portfolio
|
Q3 2024
Reduced 10.47%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
44,962
shares
|
$2.19 Million
0.08% of portfolio
|
Q3 2024
Reduced 5.31%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
44,765
shares
|
$2.18 Million
0.03% of portfolio
|
Q3 2024
Reduced 8.74%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
43,273
shares
|
$2.11 Million
0.1% of portfolio
|
Q3 2024
Added 54.93%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Nov 12, 2024 Q3 2024 |
42,943
shares
|
$2.09 Million
1.79% of portfolio
|
Q3 2024
Added 8.29%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
42,725
shares
|
$2.08 Million
0.01% of portfolio
|
Q3 2024
Reduced 16.89%
|