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 |
|---|---|---|---|---|---|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
29,419
shares
|
$1.46 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
29,114
shares
|
$1.44 Million
0.05% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
May 07, 2025 Q1 2025 |
28,918
shares
|
$1.43 Million
0.75% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Jul 16, 2025 Q2 2025 |
28,539
shares
|
$1.41 Million
1.12% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
28,364
shares
|
$1.41 Million
0.46% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
27,759
shares
|
$1.38 Million
0.1% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
27,680
shares
|
$1.37 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
27,094
shares
|
$1.34 Million
0.03% of portfolio
|
Q2 2025
Added 7.34%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
26,840
shares
|
$1.33 Million
0.54% of portfolio
|
Q1 2025
Reduced 73.19%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
26,838
shares
|
$1.33 Million
0.13% of portfolio
|
Q2 2025
Reduced 13.34%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
26,585
shares
|
$1.32 Million
0.51% of portfolio
|
Q2 2025
Reduced 66.92%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
26,184
shares
|
$1.3 Million
0.24% of portfolio
|
Q1 2025
Reduced 4.07%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
26,127
shares
|
$1.29 Million
0.34% of portfolio
|
Q2 2025
Added 79.88%
|
|
|
Columbia Advisory Partners LLC
|
Jul 23, 2025 Q2 2025 |
25,832
shares
|
$1.28 Million
1.14% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jul 23, 2025 Q2 2025 |
25,770
shares
|
$1.28 Million
0.86% of portfolio
|
Q2 2025
Added 33.04%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
25,697
shares
|
$1.27 Million
0.07% of portfolio
|
Q2 2025
Reduced 26.16%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
May 06, 2025 Q1 2025 |
25,642
shares
|
$1.27 Million
0.48% of portfolio
|
Q1 2025
New holding
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
24,758
shares
|
$1.23 Million
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
24,671
shares
|
$1.22 Million
0.46% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
24,346
shares
|
$1.21 Million
0.05% of portfolio
|
Q2 2025
Added 115.66%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
24,277
shares
|
$1.2 Million
0.85% of portfolio
|
Q3 2024
Reduced 18.58%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
23,782
shares
|
$1.18 Million
0.03% of portfolio
|
Q2 2025
Added 7.56%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
23,710
shares
|
$1.17 Million
0.08% of portfolio
|
Q2 2025
Reduced 92.36%
|
|
|
Helium Advisors LLC
Everett, WA |
May 08, 2025 Q1 2025 |
21,906
shares
|
$1.09 Million
0.78% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
21,895
shares
|
$1.08 Million
0.01% of portfolio
|
Q2 2025
Reduced 25.93%
|