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 |
|---|---|---|---|---|---|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Jul 21, 2025 Q2 2025 |
42,341
shares
|
$2.1 Million
4.07% of portfolio
|
Q2 2025
Reduced 6.5%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
42,269
shares
|
$2.09 Million
0.09% of portfolio
|
Q2 2025
Added 598.2%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
42,202
shares
|
$2.09 Million
0.02% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
42,073
shares
|
$2.08 Million
0.29% of portfolio
|
Q1 2025
Added 32.71%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
42,033
shares
|
$2.08 Million
0.14% of portfolio
|
Q2 2025
Added 55.78%
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
41,085
shares
|
$2.04 Million
0.44% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
40,984
shares
|
$2.03 Million
1.47% of portfolio
|
Q2 2025
Reduced 3.07%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
40,566
shares
|
$2.01 Million
0.19% of portfolio
|
Q2 2023
Reduced 2.97%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jul 15, 2025 Q2 2025 |
40,555
shares
|
$2.01 Million
1.35% of portfolio
|
Q2 2025
Added 18.33%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
39,291
shares
|
$1.95 Million
0.04% of portfolio
|
Q1 2025
Reduced 31.55%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
39,084
shares
|
$1.94 Million
1.39% of portfolio
|
Q2 2025
Reduced 22.23%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
38,446
shares
|
$1.9 Million
0.05% of portfolio
|
Q2 2025
Added 27.63%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
38,220
shares
|
$1.89 Million
0.07% of portfolio
|
Q2 2025
Reduced 7.42%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jul 17, 2025 Q2 2025 |
38,148
shares
|
$1.89 Million
0.99% of portfolio
|
Q2 2025
Reduced 14.96%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
37,911
shares
|
$1.88 Million
0.44% of portfolio
|
Q1 2024
Added 0.33%
|
|
|
Ifrah Financial Services, Inc.
|
Jul 29, 2025 Q2 2025 |
37,781
shares
|
$1.87 Million
0.51% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
37,568
shares
|
$1.86 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jul 14, 2025 Q2 2025 |
36,861
shares
|
$1.83 Million
0.83% of portfolio
|
Q2 2025
Reduced 26.24%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
35,852
shares
|
$1.78 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
35,720
shares
|
$1.77 Million
0.02% of portfolio
|
Q1 2025
Added 53.52%
|
|
|
Cypress Capital Group
|
Jul 25, 2025 Q2 2025 |
35,550
shares
|
$1.76 Million
0.22% of portfolio
|
Q2 2025
Added 10.22%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
Aug 04, 2025 Q2 2025 |
34,211
shares
|
$1.69 Million
1.15% of portfolio
|
Q1 2025
Added 6.5%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
32,976
shares
|
$1.63 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.39%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Jul 29, 2025 Q2 2025 |
32,869
shares
|
$1.63 Million
0.65% of portfolio
|
Q2 2025
Added 266.07%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Jul 30, 2025 Q2 2025 |
29,946
shares
|
$1.48 Million
0.66% of portfolio
|
Q2 2025
Reduced 2.94%
|