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 417 institutions that hold shares in the stock, with a total of 66.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.28 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
39,905
shares
|
$1.97 Million
0.02% of portfolio
|
Q2 2024
Added 18.64%
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Aug 14, 2024 Q2 2024 |
39,654
shares
|
$1.96 Million
1.78% of portfolio
|
Q2 2024
Added 4.25%
|
|
Fsb Premier Wealth Management, Inc.
|
Aug 02, 2024 Q2 2024 |
37,995
shares
|
$1.88 Million
0.85% of portfolio
|
Q2 2024
Added 4.79%
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
37,911
shares
|
$1.87 Million
0.44% of portfolio
|
Q1 2024
Added 0.33%
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Aug 12, 2024 Q2 2024 |
37,112
shares
|
$1.83 Million
1.05% of portfolio
|
Q2 2024
Reduced 2.93%
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jul 17, 2024 Q2 2024 |
37,088
shares
|
$1.83 Million
0.68% of portfolio
|
Q2 2024
Reduced 3.34%
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jul 17, 2024 Q2 2024 |
36,810
shares
|
$1.82 Million
0.5% of portfolio
|
Q2 2024
Reduced 0.28%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
36,031
shares
|
$1.78 Million
0.11% of portfolio
|
Q2 2024
Reduced 2.94%
|
|
Traction Financial Partners, LLC
Littleton, CO |
Aug 16, 2024 Q2 2024 |
35,917
shares
|
$1.77 Million
1.28% of portfolio
|
Q2 2024
Added 3.41%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
35,756
shares
|
$1.77 Million
0.19% of portfolio
|
Q1 2024
Reduced 12.22%
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Jul 29, 2024 Q2 2024 |
35,679
shares
|
$1.76 Million
1.27% of portfolio
|
Q2 2024
Reduced 2.04%
|
|
Ifrah Financial Services, Inc.
|
Aug 05, 2024 Q2 2024 |
35,481
shares
|
$1.75 Million
0.49% of portfolio
|
Q2 2024
Added 4.35%
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Aug 01, 2024 Q2 2024 |
34,280
shares
|
$1.69 Million
0.96% of portfolio
|
Q2 2024
Added 9.88%
|
|
Bigelow Investment Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
34,076
shares
|
$1.68 Million
0.78% of portfolio
|
Q2 2024
Added 8.0%
|
|
Stone X Group Inc.
|
Aug 07, 2024 Q2 2024 |
33,482
shares
|
$1.65 Million
0.16% of portfolio
|
Q2 2024
Reduced 25.22%
|
|
Capital Investment Counsel, LLC
Denver, CO |
Aug 14, 2024 Q2 2024 |
32,848
shares
|
$1.62 Million
0.31% of portfolio
|
Q2 2024
Reduced 12.48%
|
|
Kmg Fiduciary Partners, LLC
|
Jul 17, 2024 Q2 2024 |
32,378
shares
|
$1.6 Million
0.15% of portfolio
|
Q2 2024
Added 2.86%
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Aug 01, 2024 Q2 2024 |
31,819
shares
|
$1.57 Million
1.23% of portfolio
|
Q2 2024
Added 4.21%
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Aug 07, 2024 Q2 2024 |
29,818
shares
|
$1.47 Million
1.07% of portfolio
|
Q2 2024
Reduced 17.96%
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jul 29, 2024 Q2 2024 |
29,082
shares
|
$1.44 Million
0.12% of portfolio
|
Q2 2024
Added 3.91%
|
|
Chicago Partners Investment Group LLC
|
Jul 31, 2024 Q2 2024 |
28,406
shares
|
$1.4 Million
0.06% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
28,012
shares
|
$1.38 Million
0.01% of portfolio
|
Q2 2024
Added 32.46%
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Aug 13, 2024 Q2 2024 |
27,930
shares
|
$1.38 Million
0.07% of portfolio
|
Q2 2024
New holding
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
27,822
shares
|
$1.37 Million
0.01% of portfolio
|
Q2 2024
Added 32.25%
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
27,667
shares
|
$1.37 Million
0.15% of portfolio
|
Q2 2024
Added 19.13%
|