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 394 institutions that hold shares in the stock, with a total of 65.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.16 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Centennial Wealth Advisory LLC
|
Apr 22, 2024 Q1 2024 |
48,410
shares
|
$2.33 Million
1.09% of portfolio
|
Q1 2024
Added 20.93%
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
May 08, 2024 Q1 2024 |
48,242
shares
|
$2.32 Million
0.16% of portfolio
|
Q1 2024
Added 19.51%
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Apr 15, 2024 Q1 2024 |
48,240
shares
|
$2.32 Million
0.67% of portfolio
|
Q1 2024
Added 3.53%
|
|
Park Avenue Securities LLC
|
Apr 10, 2024 Q1 2024 |
46,420
shares
|
$2.23 Million
0.03% of portfolio
|
Q1 2024
Reduced 22.96%
|
|
First Hawaiian Bank
|
Apr 05, 2024 Q1 2024 |
45,435
shares
|
$2.18 Million
0.07% of portfolio
|
Q4 2023
Reduced 0.63%
|
|
Stone X Group Inc.
|
May 01, 2024 Q1 2024 |
44,773
shares
|
$2.15 Million
0.24% of portfolio
|
Q1 2024
Reduced 10.69%
|
|
James J. Burns & Company, LLC
Melville, NY |
Apr 23, 2024 Q1 2024 |
44,186
shares
|
$2.12 Million
0.74% of portfolio
|
Q1 2024
Reduced 42.64%
|
|
Oppenheimer & CO Inc
New York, NY |
May 06, 2024 Q1 2024 |
43,902
shares
|
$2.11 Million
0.04% of portfolio
|
Q1 2024
Reduced 44.76%
|
|
Signal Point Asset Management, LLC
|
Apr 11, 2024 Q1 2024 |
43,347
shares
|
$2.08 Million
0.64% of portfolio
|
Q1 2024
Reduced 21.6%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
41,276
shares
|
$1.98 Million
0.0% of portfolio
|
Q1 2024
Reduced 7.81%
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
40,566
shares
|
$1.95 Million
0.19% of portfolio
|
Q2 2023
Reduced 2.97%
|
|
Foundations Investment Advisors, LLC
|
May 13, 2024 Q1 2024 |
40,352
shares
|
$1.94 Million
0.05% of portfolio
|
Q1 2024
Reduced 27.56%
|
|
City Holding CO
|
Apr 11, 2024 Q1 2024 |
40,070
shares
|
$1.93 Million
0.3% of portfolio
|
Q1 2024
Reduced 1.81%
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2024 Q1 2024 |
39,795
shares
|
$1.91 Million
0.09% of portfolio
|
Q1 2024
Added 2.02%
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 15, 2024 Q1 2024 |
39,430
shares
|
$1.89 Million
0.06% of portfolio
|
Q1 2024
Reduced 1.58%
|
|
Cornell Pochily Investment Advisors, Inc.
|
Apr 23, 2024 Q1 2024 |
38,370
shares
|
$1.84 Million
0.73% of portfolio
|
Q1 2024
Reduced 1.21%
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Apr 19, 2024 Q1 2024 |
38,262
shares
|
$1.84 Million
0.11% of portfolio
|
Q2 2023
Added 3.57%
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Apr 30, 2024 Q1 2024 |
38,231
shares
|
$1.84 Million
1.19% of portfolio
|
Q1 2024
Reduced 8.25%
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
May 10, 2024 Q1 2024 |
38,039
shares
|
$1.83 Million
1.81% of portfolio
|
Q1 2024
New holding
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
37,911
shares
|
$1.82 Million
0.44% of portfolio
|
Q1 2024
Added 0.33%
|
|
Cypress Capital Group
|
May 08, 2024 Q1 2024 |
37,881
shares
|
$1.82 Million
0.22% of portfolio
|
Q1 2024
Reduced 15.06%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
37,121
shares
|
$1.78 Million
0.12% of portfolio
|
Q1 2024
Added 221.56%
|
|
Householder Group Estate & Retirement Specialist, LLC
|
May 03, 2024 Q1 2024 |
36,915
shares
|
$1.77 Million
0.56% of portfolio
|
Q1 2024
Added 3.36%
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
May 10, 2024 Q1 2024 |
36,422
shares
|
$1.75 Million
1.27% of portfolio
|
Q1 2024
Reduced 36.81%
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
May 06, 2024 Q1 2024 |
36,346
shares
|
$1.75 Million
1.34% of portfolio
|
Q1 2024
Added 23.47%
|