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 418 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 $3.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
41,942
shares
|
$2.04 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.63%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
41,692
shares
|
$2.03 Million
0.18% of portfolio
|
Q3 2024
Added 28.77%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
41,278
shares
|
$2.01 Million
0.1% of portfolio
|
Q3 2024
Added 15.44%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
40,566
shares
|
$1.97 Million
0.19% of portfolio
|
Q2 2023
Reduced 2.97%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
40,390
shares
|
$1.96 Million
0.29% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
39,709
shares
|
$1.93 Million
0.06% of portfolio
|
Q3 2024
Added 185.27%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
39,448
shares
|
$1.92 Million
0.02% of portfolio
|
Q3 2024
Added 40.83%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
38,355
shares
|
$1.87 Million
0.03% of portfolio
|
Q3 2024
Reduced 15.57%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
37,911
shares
|
$1.84 Million
0.44% of portfolio
|
Q1 2024
Added 0.33%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
36,991
shares
|
$1.8 Million
0.64% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
36,905
shares
|
$1.79 Million
0.82% of portfolio
|
Q3 2024
Added 8.3%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
35,934
shares
|
$1.75 Million
0.48% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
35,767
shares
|
$1.74 Million
0.23% of portfolio
|
Q3 2024
Added 53.76%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
34,969
shares
|
$1.7 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
34,861
shares
|
$1.7 Million
0.5% of portfolio
|
Q3 2024
Reduced 5.29%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Nov 12, 2024 Q3 2024 |
34,835
shares
|
$1.69 Million
0.91% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Nov 06, 2024 Q3 2024 |
34,603
shares
|
$1.68 Million
1.34% of portfolio
|
Q3 2024
Reduced 3.66%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2024 Q3 2024 |
34,414
shares
|
$1.67 Million
1.24% of portfolio
|
Q3 2024
Added 8.16%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
33,795
shares
|
$1.64 Million
0.87% of portfolio
|
Q3 2024
Reduced 8.94%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
31,117
shares
|
$1.51 Million
0.1% of portfolio
|
Q3 2024
Added 78.24%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
30,668
shares
|
$1.49 Million
0.05% of portfolio
|
Q3 2024
Added 7.96%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Oct 21, 2024 Q3 2024 |
30,632
shares
|
$1.49 Million
1.15% of portfolio
|
Q3 2024
Reduced 14.15%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
29,953
shares
|
$1.46 Million
0.02% of portfolio
|
Q3 2024
Added 49.12%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
29,468
shares
|
$1.43 Million
0.11% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
28,895
shares
|
$1.41 Million
0.04% of portfolio
|
Q3 2024
Added 6.53%
|