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 457 institutions that hold shares in the stock, with a total of 82.8 Million shares, which have been reported (via 13F filing form) to have a value of $4.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
58,923
shares
|
$2.92 Million
0.09% of portfolio
|
Q2 2025
Reduced 13.43%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Jun 17, 2025 Q1 2025 |
56,573
shares
|
$2.8 Million
1.97% of portfolio
|
Q4 2024
New holding
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Jul 25, 2025 Q2 2025 |
54,223
shares
|
$2.69 Million
1.68% of portfolio
|
Q2 2025
Added 12.27%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
53,715
shares
|
$2.66 Million
0.36% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
53,330
shares
|
$2.64 Million
0.12% of portfolio
|
Q2 2025
Added 7.2%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
52,832
shares
|
$2.62 Million
0.06% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
Aug 12, 2025 Q2 2025 |
52,797
shares
|
$2.62 Million
2.4% of portfolio
|
Q2 2025
Added 7.08%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
52,081
shares
|
$2.58 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
51,739
shares
|
$2.56 Million
0.06% of portfolio
|
Q2 2025
Reduced 54.36%
|
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2025 Q2 2025 |
50,668
shares
|
$2.51 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
49,077
shares
|
$2.43 Million
0.46% of portfolio
|
Q2 2025
Added 15.95%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
49,043
shares
|
$2.43 Million
0.23% of portfolio
|
Q4 2022
Added 1.91%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
48,529
shares
|
$2.4 Million
0.89% of portfolio
|
Q3 2024
Added 99.53%
|
|
|
Bigelow Investment Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
48,354
shares
|
$2.4 Million
1.05% of portfolio
|
Q2 2025
Added 6.59%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
47,543
shares
|
$2.36 Million
0.08% of portfolio
|
Q1 2025
Added 11.44%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
47,220
shares
|
$2.34 Million
1.72% of portfolio
|
Q4 2024
Added 35.45%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
46,945
shares
|
$2.33 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Brinker Capital Investments, LLC
|
Jul 31, 2025 Q1 2025 |
46,945
shares
|
$2.33 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
46,587
shares
|
$2.31 Million
0.67% of portfolio
|
Q2 2025
Added 81.26%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
46,536
shares
|
$2.31 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
46,102
shares
|
$2.28 Million
0.17% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
46,010
shares
|
$2.28 Million
0.05% of portfolio
|
Q2 2025
Reduced 4.45%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
45,330
shares
|
$2.25 Million
0.02% of portfolio
|
Q2 2025
Reduced 19.21%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
43,358
shares
|
$2.15 Million
0.13% of portfolio
|
Q4 2024
Reduced 3.95%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jul 16, 2025 Q2 2025 |
42,589
shares
|
$2.11 Million
0.23% of portfolio
|
Q2 2025
Reduced 32.12%
|