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 450 institutions that hold shares in the stock, with a total of 81.6 Million shares, which have been reported (via 13F filing form) to have a value of $4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
59,859
shares
|
$2.94 Million
1.24% of portfolio
|
Q1 2025
Added 7.69%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
57,615
shares
|
$2.83 Million
0.39% of portfolio
|
Q1 2025
Added 24.63%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
57,400
shares
|
$2.82 Million
0.05% of portfolio
|
Q4 2024
Reduced 16.82%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
56,109
shares
|
$2.75 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Destiny Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
54,679
shares
|
$2.68 Million
0.45% of portfolio
|
Q1 2025
Added 8.16%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
52,581
shares
|
$2.58 Million
0.38% of portfolio
|
Q1 2025
Added 27.54%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
52,398
shares
|
$2.57 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
51,719
shares
|
$2.54 Million
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Condor Capital Management
Martinsville, NJ |
May 12, 2025 Q1 2025 |
50,740
shares
|
$2.49 Million
0.24% of portfolio
|
Q1 2025
Reduced 84.39%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
50,519
shares
|
$2.48 Million
0.07% of portfolio
|
Q1 2025
Added 21.12%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
50,253
shares
|
$2.47 Million
1.96% of portfolio
|
Q1 2025
Reduced 23.77%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Apr 10, 2025 Q1 2025 |
49,975
shares
|
$2.45 Million
1.13% of portfolio
|
Q1 2025
Reduced 12.24%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
May 05, 2025 Q1 2025 |
49,306
shares
|
$2.42 Million
2.01% of portfolio
|
Q1 2025
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
49,043
shares
|
$2.41 Million
0.23% of portfolio
|
Q4 2022
Added 1.91%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
48,529
shares
|
$2.38 Million
0.89% of portfolio
|
Q3 2024
Added 99.53%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
May 09, 2025 Q1 2025 |
48,296
shares
|
$2.37 Million
1.69% of portfolio
|
Q1 2025
Added 19.22%
|
|
|
Orion Portfolio Solutions, LLC
|
May 14, 2025 Q1 2025 |
48,205
shares
|
$2.37 Million
0.03% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
48,153
shares
|
$2.36 Million
0.05% of portfolio
|
Q1 2025
Reduced 15.71%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
47,700
shares
|
$2.34 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
47,421
shares
|
$2.33 Million
0.86% of portfolio
|
Q4 2024
Added 36.13%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
47,220
shares
|
$2.32 Million
1.72% of portfolio
|
Q4 2024
Added 35.45%
|
|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
46,098
shares
|
$2.26 Million
0.19% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Bigelow Investment Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
45,364
shares
|
$2.23 Million
1.06% of portfolio
|
Q1 2025
Added 10.61%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Apr 23, 2025 Q1 2025 |
45,286
shares
|
$2.22 Million
3.67% of portfolio
|
Q1 2025
Reduced 5.91%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
44,860
shares
|
$2.2 Million
1.28% of portfolio
|
Q1 2025
Reduced 51.3%
|