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 |
|---|---|---|---|---|---|
|
Win Advisors, Inc
|
Oct 31, 2024 Q3 2024 |
21,719
shares
|
$1.06 Million
0.53% of portfolio
|
Q3 2024
Reduced 90.94%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Nov 08, 2024 Q3 2024 |
21,684
shares
|
$1.05 Million
0.55% of portfolio
|
Q3 2024
Added 10.37%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
21,193
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2024
Reduced 50.12%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
20,907
shares
|
$1.02 Million
0.05% of portfolio
|
Q3 2024
Reduced 14.31%
|
|
|
Concentrum Wealth Management
|
Nov 13, 2024 Q3 2024 |
20,699
shares
|
$1.01 Million
0.4% of portfolio
|
Q4 2023
Reduced 8.55%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
20,695
shares
|
$1.01 Million
0.28% of portfolio
|
Q3 2024
Added 6.44%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
20,690
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.61%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
20,546
shares
|
$999,151
0.15% of portfolio
|
Q3 2024
Added 17.49%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
20,225
shares
|
$983,541
0.03% of portfolio
|
Q3 2024
Added 6.06%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
19,819
shares
|
$963,797
0.24% of portfolio
|
Q3 2024
Added 99.83%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 12, 2024 Q3 2024 |
19,014
shares
|
$924,650
0.16% of portfolio
|
Q3 2024
Reduced 42.12%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
18,941
shares
|
$921,100
0.1% of portfolio
|
Q3 2024
Reduced 12.44%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
18,707
shares
|
$909,721
0.13% of portfolio
|
Q3 2024
Added 276.7%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
17,409
shares
|
$846,599
0.04% of portfolio
|
Q3 2024
Added 10.55%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
17,270
shares
|
$839,840
0.07% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 10, 2024 Q3 2024 |
17,014
shares
|
$827,390
0.23% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Stockman Wealth Management, Inc.
|
Nov 04, 2024 Q3 2024 |
16,906
shares
|
$822,138
0.13% of portfolio
|
Q1 2024
Reduced 26.76%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
16,841
shares
|
$818,977
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Vishria Bird Financial Group, LLC
|
Nov 06, 2024 Q3 2024 |
16,379
shares
|
$796,510
0.31% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Oct 09, 2024 Q3 2024 |
16,211
shares
|
$788,340
0.38% of portfolio
|
Q3 2024
Reduced 3.58%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
16,169
shares
|
$786,298
0.16% of portfolio
|
Q3 2024
Added 111.41%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
15,777
shares
|
$767,235
0.03% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
626 Financial, LLC
|
Oct 15, 2024 Q3 2024 |
15,651
shares
|
$761,108
0.44% of portfolio
|
Q3 2024
Reduced 8.52%
|
|
|
Wealth Effects LLC
|
Oct 21, 2024 Q3 2024 |
15,520
shares
|
$754,737
0.3% of portfolio
|
Q3 2024
Reduced 24.37%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 11, 2024 Q3 2024 |
15,450
shares
|
$751,333
0.67% of portfolio
|
Q3 2024
New holding
|