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 452 institutions that hold shares in the stock, with a total of 81.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
90,512
shares
|
$4.44 Million
0.27% of portfolio
|
Q4 2024
Reduced 21.57%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
89,768
shares
|
$4.41 Million
0.06% of portfolio
|
Q1 2025
Added 13.54%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Apr 08, 2025 Q1 2025 |
88,688
shares
|
$4.35 Million
0.78% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
86,876
shares
|
$4.27 Million
0.13% of portfolio
|
Q4 2024
Added 4.78%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
85,359
shares
|
$4.19 Million
0.54% of portfolio
|
Q1 2025
Added 10.51%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
81,709
shares
|
$4.01 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
80,355
shares
|
$3.95 Million
0.74% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
79,913
shares
|
$3.92 Million
1.29% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
79,776
shares
|
$3.92 Million
1.52% of portfolio
|
Q1 2025
Added 22.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
77,533
shares
|
$3.81 Million
0.18% of portfolio
|
Q1 2025
Added 77.12%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
76,369
shares
|
$3.75 Million
0.58% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
76,300
shares
|
$3.75 Million
0.53% of portfolio
|
Q4 2024
Added 18.5%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Mar 07, 2025 Q4 2024 |
75,695
shares
|
$3.72 Million
1.19% of portfolio
|
Q4 2024
New holding
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Apr 15, 2025 Q1 2025 |
71,921
shares
|
$3.53 Million
2.76% of portfolio
|
Q1 2025
Reduced 14.64%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
71,761
shares
|
$3.52 Million
1.04% of portfolio
|
Q1 2025
Added 6.82%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
71,232
shares
|
$3.5 Million
0.02% of portfolio
|
Q4 2024
Reduced 7.57%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
68,174
shares
|
$3.35 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
68,067
shares
|
$3.34 Million
0.11% of portfolio
|
Q1 2025
Added 34.34%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
67,464
shares
|
$3.31 Million
0.0% of portfolio
|
Q4 2024
Added 909.34%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
65,197
shares
|
$3.2 Million
0.13% of portfolio
|
Q2 2020
Reduced 67.02%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
64,203
shares
|
$3.15 Million
0.01% of portfolio
|
Q1 2025
Reduced 97.97%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
63,341
shares
|
$3.11 Million
0.05% of portfolio
|
Q2 2024
Reduced 3.15%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
May 12, 2025 Q1 2025 |
63,237
shares
|
$3.1 Million
2.28% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Apr 24, 2025 Q1 2025 |
62,744
shares
|
$3.08 Million
0.31% of portfolio
|
Q1 2025
Added 8.77%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
61,233
shares
|
$3.01 Million
0.22% of portfolio
|
Q1 2025
Reduced 3.83%
|