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 394 institutions that hold shares in the stock, with a total of 65.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.16 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
May 10, 2024 Q1 2024 |
18,703
shares
|
$898,679
0.5% of portfolio
|
Q1 2024
Added 2.48%
|
|
Columbia Advisory Partners LLC
|
Apr 12, 2024 Q1 2024 |
18,654
shares
|
$896,324
0.94% of portfolio
|
Q1 2024
New holding
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
May 14, 2024 Q1 2024 |
18,262
shares
|
$877,489
0.32% of portfolio
|
Q1 2024
Reduced 4.47%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
17,919
shares
|
$861,007
0.0% of portfolio
|
Q1 2024
Reduced 65.87%
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
May 03, 2024 Q1 2024 |
17,744
shares
|
$852,599
0.2% of portfolio
|
Q1 2024
Reduced 0.99%
|
|
626 Financial, LLC
|
Apr 18, 2024 Q1 2024 |
17,713
shares
|
$851,109
0.52% of portfolio
|
Q1 2024
Reduced 15.49%
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 26, 2024 Q1 2024 |
17,606
shares
|
$845,968
0.48% of portfolio
|
Q1 2024
Reduced 85.46%
|
|
Old Mission Capital LLC
|
May 14, 2024 Q1 2024 |
17,200
shares
|
$826,460
0.02% of portfolio
|
Q1 2024
New holding
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Apr 15, 2024 Q1 2024 |
17,106
shares
|
$821,943
0.42% of portfolio
|
Q1 2024
Reduced 0.66%
|
|
Stockman Wealth Management, Inc.
|
Apr 17, 2024 Q1 2024 |
16,906
shares
|
$812,333
0.15% of portfolio
|
Q1 2024
Reduced 26.76%
|
|
Vishria Bird Financial Group, LLC
|
Apr 22, 2024 Q1 2024 |
16,809
shares
|
$807,672
0.35% of portfolio
|
Q2 2023
Reduced 1.07%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 14, 2024 Q1 2024 |
16,450
shares
|
$790,422
0.01% of portfolio
|
Q1 2024
Reduced 16.11%
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
May 14, 2024 Q1 2024 |
16,070
shares
|
$772,163
0.02% of portfolio
|
Q1 2024
Added 3.35%
|
|
J.W. Cole Advisors, Inc.
|
Apr 30, 2024 Q1 2024 |
15,966
shares
|
$767,166
0.04% of portfolio
|
Q1 2024
Reduced 2.38%
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Apr 12, 2024 Q1 2024 |
15,911
shares
|
$764,523
0.09% of portfolio
|
Q1 2024
Added 33.45%
|
|
Holistic Financial Partners
|
May 08, 2024 Q1 2024 |
15,904
shares
|
$764,187
0.41% of portfolio
|
Q1 2024
Added 1.27%
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 14, 2024 Q1 2024 |
15,880
shares
|
$763,034
0.04% of portfolio
|
Q1 2024
Reduced 2.78%
|
|
Ballew Advisors, Inc
|
Apr 11, 2024 Q1 2024 |
15,793
shares
|
$758,853
0.54% of portfolio
|
Q1 2024
Added 0.37%
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
15,789
shares
|
$758,661
0.03% of portfolio
|
Q1 2024
Reduced 27.57%
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2024 Q4 2023 |
15,629
shares
|
$750,973
0.15% of portfolio
|
Q4 2023
Reduced 31.01%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 11, 2024 Q1 2024 |
15,412
shares
|
$740,546
0.03% of portfolio
|
Q1 2024
Reduced 38.52%
|
|
Maia Wealth LLC
Denver, CO |
Feb 13, 2024 Q4 2023 |
15,353
shares
|
$737,711
0.3% of portfolio
|
Q4 2023
New holding
|
|
Wintrust Investments LLC
Chicago, IL |
May 09, 2024 Q1 2024 |
15,351
shares
|
$737,615
0.07% of portfolio
|
Q1 2024
Added 6.78%
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
15,226
shares
|
$731,609
0.14% of portfolio
|
Q1 2024
Added 1.18%
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
15,072
shares
|
$724,209
0.03% of portfolio
|
Q1 2024
Added 0.59%
|