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 452 institutions that hold shares in the stock, with a total of 81.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
43,358
shares
|
$2.13 Million
0.13% of portfolio
|
Q4 2024
Reduced 3.95%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
42,664
shares
|
$2.09 Million
0.07% of portfolio
|
Q4 2024
Added 220.93%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
42,325
shares
|
$2.08 Million
0.47% of portfolio
|
Q1 2025
Added 12.55%
|
|
|
Cottonwood Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
42,280
shares
|
$2.08 Million
1.65% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
41,300
shares
|
$2.03 Million
0.02% of portfolio
|
Q1 2025
Reduced 13.13%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
41,284
shares
|
$2.03 Million
0.07% of portfolio
|
Q1 2025
Added 4.95%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
40,566
shares
|
$1.99 Million
0.19% of portfolio
|
Q2 2023
Reduced 2.97%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Feb 13, 2025 Q4 2024 |
40,294
shares
|
$1.98 Million
2.13% of portfolio
|
Q4 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
39,552
shares
|
$1.94 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
38,074
shares
|
$1.87 Million
0.0% of portfolio
|
Q1 2025
Added 25.35%
|
|
|
Ifrah Financial Services, Inc.
|
Apr 29, 2025 Q1 2025 |
37,967
shares
|
$1.86 Million
0.54% of portfolio
|
Q1 2025
Added 4.09%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
37,911
shares
|
$1.86 Million
0.44% of portfolio
|
Q1 2024
Added 0.33%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
36,324
shares
|
$1.78 Million
0.4% of portfolio
|
Q4 2024
Added 26.64%
|
|
|
Centennial Wealth Advisory LLC
|
Apr 21, 2025 Q1 2025 |
35,865
shares
|
$1.76 Million
0.67% of portfolio
|
Q1 2025
Added 54.64%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
35,720
shares
|
$1.75 Million
0.02% of portfolio
|
Q1 2025
Added 53.52%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
34,799
shares
|
$1.71 Million
0.1% of portfolio
|
Q1 2025
Added 51.5%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Apr 15, 2025 Q1 2025 |
34,272
shares
|
$1.68 Million
1.32% of portfolio
|
Q1 2025
Reduced 5.81%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
May 12, 2025 Q1 2025 |
34,211
shares
|
$1.68 Million
1.31% of portfolio
|
Q1 2025
Added 6.5%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
33,054
shares
|
$1.62 Million
0.1% of portfolio
|
Q4 2024
Reduced 5.48%
|
|
|
Cypress Capital Group
|
May 12, 2025 Q1 2025 |
32,255
shares
|
$1.58 Million
0.21% of portfolio
|
Q1 2025
Added 51.15%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
31,703
shares
|
$1.56 Million
0.22% of portfolio
|
Q4 2024
Added 54.3%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
May 06, 2025 Q1 2025 |
30,853
shares
|
$1.51 Million
0.74% of portfolio
|
Q1 2025
Added 13.44%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
30,124
shares
|
$1.48 Million
0.04% of portfolio
|
Q1 2025
Added 4.18%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
29,558
shares
|
$1.45 Million
0.01% of portfolio
|
Q1 2025
Reduced 23.59%
|