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 418 institutions that hold shares in the stock, with a total of 70.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
28,683
shares
|
$1.39 Million
0.32% of portfolio
|
Q3 2024
Added 13.54%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
27,992
shares
|
$1.36 Million
0.12% of portfolio
|
Q3 2024
Reduced 16.4%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
27,154
shares
|
$1.32 Million
0.24% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
26,901
shares
|
$1.31 Million
0.48% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
26,901
shares
|
$1.31 Million
0.15% of portfolio
|
Q3 2024
Added 7.71%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
26,785
shares
|
$1.3 Million
0.73% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
26,653
shares
|
$1.3 Million
0.14% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
25,852
shares
|
$1.26 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
25,722
shares
|
$1.25 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
25,697
shares
|
$1.25 Million
0.64% of portfolio
|
Q3 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
25,522
shares
|
$1.24 Million
0.55% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Treynor Bancshares, Inc.
|
Nov 13, 2024 Q3 2024 |
25,311
shares
|
$1.23 Million
1.46% of portfolio
|
Q3 2024
Reduced 60.4%
|
|
|
Columbia Advisory Partners LLC
|
Oct 18, 2024 Q3 2024 |
25,177
shares
|
$1.22 Million
1.23% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
25,122
shares
|
$1.22 Million
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
24,277
shares
|
$1.18 Million
0.85% of portfolio
|
Q3 2024
Reduced 18.58%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
24,128
shares
|
$1.17 Million
0.72% of portfolio
|
Q3 2024
Added 163.26%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
23,549
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2024
Reduced 15.36%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
23,298
shares
|
$1.13 Million
0.15% of portfolio
|
Q3 2024
Reduced 6.81%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
22,985
shares
|
$1.12 Million
0.01% of portfolio
|
Q3 2024
Added 40.38%
|
|
|
Econ Financial Services Corp
|
Oct 18, 2024 Q3 2024 |
22,909
shares
|
$1.11 Million
0.64% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
22,875
shares
|
$1.11 Million
0.03% of portfolio
|
Q3 2024
Added 9.11%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
22,444
shares
|
$1.09 Million
0.91% of portfolio
|
Q3 2024
Reduced 15.76%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
22,295
shares
|
$1.08 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
21,919
shares
|
$1.07 Million
0.02% of portfolio
|
Q3 2024
Added 168.32%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
21,851
shares
|
$1.06 Million
0.45% of portfolio
|
Q1 2024
Reduced 37.87%
|