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 |
---|---|---|---|---|---|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 06, 2024 Q2 2024 |
27,161
shares
|
$1.34 Million
0.13% of portfolio
|
Q2 2024
Reduced 24.77%
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 19, 2024 Q2 2024 |
27,125
shares
|
$1.34 Million
0.04% of portfolio
|
Q2 2024
Added 29.77%
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2024 Q2 2024 |
26,828
shares
|
$1.33 Million
0.24% of portfolio
|
Q2 2024
New holding
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Aug 05, 2024 Q2 2024 |
26,643
shares
|
$1.32 Million
1.13% of portfolio
|
Q2 2024
New holding
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 09, 2024 Q2 2024 |
26,545
shares
|
$1.31 Million
0.07% of portfolio
|
Q2 2024
Reduced 2.53%
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Jul 23, 2024 Q2 2024 |
26,436
shares
|
$1.31 Million
0.49% of portfolio
|
Q2 2024
Added 9.45%
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 25, 2024 Q2 2024 |
26,040
shares
|
$1.29 Million
0.57% of portfolio
|
Q2 2024
Added 0.0%
|
|
Patten Group, Inc.
|
Jul 25, 2024 Q2 2024 |
25,262
shares
|
$1.25 Million
0.29% of portfolio
|
Q2 2024
Added 4.24%
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
25,122
shares
|
$1.24 Million
0.01% of portfolio
|
Q2 2023
New holding
|
|
Columbia Advisory Partners LLC
|
Jul 12, 2024 Q2 2024 |
25,052
shares
|
$1.24 Million
1.24% of portfolio
|
Q2 2024
Added 34.3%
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
25,001
shares
|
$1.23 Million
0.17% of portfolio
|
Q2 2024
Reduced 1.86%
|
|
Cypress Capital Group
|
Jul 25, 2024 Q2 2024 |
24,976
shares
|
$1.23 Million
0.15% of portfolio
|
Q2 2024
Reduced 34.07%
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
24,397
shares
|
$1.2 Million
0.14% of portfolio
|
Q2 2024
New holding
|
|
Cedrus LLC
Littleton, CO |
Jul 24, 2024 Q2 2024 |
24,322
shares
|
$1.2 Million
0.58% of portfolio
|
Q2 2024
Reduced 4.12%
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
23,262
shares
|
$1.15 Million
0.16% of portfolio
|
Q2 2024
Reduced 0.44%
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
23,147
shares
|
$1.14 Million
0.01% of portfolio
|
Q2 2024
Reduced 14.76%
|
|
Econ Financial Services Corp
|
Aug 12, 2024 Q2 2024 |
22,525
shares
|
$1.11 Million
0.68% of portfolio
|
Q2 2024
Added 1.49%
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
21,851
shares
|
$1.08 Million
0.45% of portfolio
|
Q1 2024
Reduced 37.87%
|
|
Avestar Capital, LLC
|
Aug 08, 2024 Q2 2024 |
21,631
shares
|
$1.07 Million
0.11% of portfolio
|
Q2 2024
Reduced 6.22%
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Aug 02, 2024 Q2 2024 |
20,965
shares
|
$1.04 Million
0.03% of portfolio
|
Q2 2024
New holding
|
|
Concentrum Wealth Management
|
Aug 13, 2024 Q2 2024 |
20,699
shares
|
$1.02 Million
0.42% of portfolio
|
Q4 2023
Reduced 8.55%
|
|
Wealth Effects LLC
|
Aug 02, 2024 Q2 2024 |
20,520
shares
|
$1.01 Million
0.41% of portfolio
|
Q2 2024
Reduced 4.26%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
20,487
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2024
Reduced 13.53%
|
|
Signal Point Asset Management, LLC
|
Jul 22, 2024 Q2 2024 |
20,469
shares
|
$1.01 Million
0.29% of portfolio
|
Q2 2024
Reduced 52.78%
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
20,087
shares
|
$992,096
0.01% of portfolio
|
Q2 2024
Reduced 58.64%
|